HELP FILE

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.

Before you begin: You must have admin or super admin permissions.
About this task: Watch Video
  1. Log in at https://my.jive.com/pbx.
  2. Click System Settings in the left sidebar.
  3. From Billing Groups, click Add Billing Group.
  4. Enter a Name for the billing group and then click Admin Portal Checkmark Icon.
  5. Click Save.
  6. Optional: Add a phone number to a billing group:
    1. Click Phone Numbers in the left sidebar and then choose the phone number that needs a billing group.
    2. From General > Identity, choose the desired Billing Group.
    3. Click Save.
  7. Optional: Add a device to a billing group:
    1. Click Devices in the left sidebar and then choose the device that needs a billing group.
    2. From Device Settings > General Settings, choose the desired Billing Group.
    3. Click Save.
Admin Portal Billing Groups