HELP FILE

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Some organizations that are more complex, have multiple sites, or just have unique accounting/reporting practices might need to organize their expenses differently. Billing groups allow you to sort all billable phone numbers and devices by custom groups (e.g. site, department, accounting code, etc.) on your monthly invoice.

1. Log in at https://my.jive.com/pbx.

2. Click System Settings in the left sidebar.

3. From the Billing Groups tab, click [ADD BILLING GROUP].

4. Enter a Name for the billing group and then click the checkmark icon.

5. Click [SAVE].

6. Assign a phone number to a billing group:

  • Click Phone Numbers in the left sidebar and then click the phone number that needs a billing group.
  • From the General tab > Identity section, choose desired Billing Group.
  • Click [SAVE].

7. Assign a device to a billing group:

  • Click Devices in the left sidebar and then click the device that needs a billing group.
  • From the Device Settings tab > General Settings section, choose desired Billing Group.
  • Click [SAVE].