Customer - Financial - Billing Sets tab

Service Billing Operations > Customers > Financial > Billing Sets tab

The fee for a recurring service can be based on a specified set of managed machines called a billing set. Billing sets are specified using a combination of machine groups and views. Billing sets are unique to each customer record, but can be used with any recurring service associated with a customer. Public billing sets can be used with any customer based on public views.

Note: The machine groups selected for a billing set must belong to the organization corresponding to the customer record. If the customer record was created without the Make Customer an Organization checkbox checked, you can create the organization by basing it on the customer record using System > Manage.

An All Machines - Default billing set is created for each customer. It contains all the machine groups associated with that organization (customer).

Note: See Creating Recurring Services for an overview of creating and configuring recurring services.

Actions

• New - Create a new billing set for a customer.
• Edit - Edit a selected billing set.
• Delete - Delete a selected billing set.
• View Machines - Display the machines in a selected billing set.

Adding / Editing a billing set.

• Name - The name of the billing set.
• Active - If checked, the billing set is active. An inactive billing set does not display in the drop-down list of recurring services, but continues to be used in existing, active recurring services.
• Machine Groups in Billing Set
  • New - Adds machine groups to a billing set.
  • Delete - Removes selected machine groups from a billing set.
  • View Machines - Lists the machines in a billing set.
• Views in Billing Set
  • New - Adds views to a billing set.
  • Delete - Removes selected views from a billing set.