JB Processing Groups

JB Processing Groups collect contracts or customers so you can initialize bills for the set together (for example a monthly invoice group).

Before you start

• Know which contracts or customers belong in the group.

Steps

1. Open JB Processing Group.
2. Create a group and name it for its purpose (for example Monthly Invoices).
3. Add the contracts or customers to include.
4. Save.
5. Use JB Bill Initialization with the processing group when you create that cycle’s bills.

Notes

• Processing groups only help if you initialize by group—individual contract init still works without them.