Billing Groups

When invoices for multiple customers need to be sent to a single central contact—such as a billing manager or property manager—you can use a Billing Group.

Instead of sending individual invoices directly to each customer (eg tenants or residents), Utilmate can:

• Generate the invoices (or statements/spreadsheets), and
• Send them all to one central recipient

That recipient is then responsible for distributing the invoices to the end customers.

This is commonly used in scenarios like:

• Apartment buildings or retirement villages
• Commercial properties with multiple tenants
• Any setup where a third party manages billing on behalf of others

Using a Billing Group helps streamline delivery and keeps billing communication organised.

Please log a support ticket if you would like to have billing groups set up.

To add a customer to a billing group, locate your customer, click on the Customer Details menu then select Invoicing.

Select Pull the invoice into billing group directory in Invoice Delivery Method dropdown.

Enter the name of the billing group in the Billing Group Name field.

Subsequent invoices generated for a set of customers in a billing group are grouped together in the Invoices folder in your Google Drive or OneDrive.