How do I set up a billing group?
Create billing groups to sort your billable phone numbers and devices by custom groups (e.g., site, department, accounting code, etc.) on your monthly invoice.
Please excuse our mess while we improve your admin experience! We are in the process of migrating all accounts to the new GoTo Admin. The article below is meant for admins who use PBX Administration (classic) at https://my.jive.com/pbx. If you're an admin who uses GoTo Admin at https://admin.goto.com, please refer to:
Add a billing group.
Before you begin:
You must be assigned the Admin or Super admin role to perform this task.
- Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
- Select System Settings in the left navigation menu.
- From Billing Groups, select Add Billing Group.
- Enter a Name for the billing group and then select
. - Select Save.
- Optional: Add a phone number to a billing group:
- Select Phone Numbers in the left navigation menu and then choose the phone number that needs a billing group.
- From , choose the desired Billing Group.
- Select Save.
- Optional: Add a device to a billing group:
- Select Devices in the left navigation menu and then choose the device that needs a billing group.
- From , choose the desired Billing Group.
- Select Save.
Results:
Article last updated: 1 February, 2023