Billing groups let you segment families into categories — like "International" and "Domestic," or any grouping that reflects how your camp distributes invoices.
Once families are assigned, you can use their group as a filter when sending batch invoices or reviewing financial status. Families never see their billing group assignment; it's internal only.
Before you start, make sure you've already defined your billing groups in Admin > Financial Admin > Definitions > Billing Groups. You can't assign a family to a group that doesn't exist yet.
In this article:
Assigning a billing group to an individual family
Assigning billing groups in bulk using User Reports
Filtering batch invoices and inquiries by billing group
Assign to an Individual Family
Navigate to the family's record and click the Financial tab in the lower navigation.
Select the Billing tab on the left.
Click the yellow Edit Billing Info button in the upper right.
In the popup window, locate the Billing Group dropdown in the right-hand column.
💡Tip: click on the gif below to enlarge
Select the appropriate group.
Click Save.
📋 Note: Billing group assignment is made at the family level, not per individual person or camper on the account.
🎯 Try it now: Pull up any family record in your system, navigate to their Financial > Billing tab, and confirm the Billing Group field is visible. Come back when you've found it.
Assign in Bulk via User Reports
If you need to assign billing groups to many families at once, use the User Reports field changer.
Navigate to Reporting > User Reports > Camper.
Set your Selection Criteria on the first tab to target the families you want to assign.
On the Fields/Sort tab, add F1 Billing Category as one of your fields.
📋 Note: The field is labeled "Category" here, not "Group" — a small but easy-to-miss difference.
Proceed to the Options/Finish tab and generate the report.
In the results, find the F1Billing Category column and click Edit at the top of it.
Choose your edit method:
Edit Inline — assign a billing group to each family individually within the report
Find and Replace — swap all families currently assigned to one group into another
Replace All — assign every family on the report to the same billing group
Apply your changes and save.
💡 Tip: The "F1Billing Category" field can also be added to browse lists, other user reports, and communications as a selection or filter criteria — useful for targeted emails or reports scoped to a specific billing group.
🎯 Try it now: Run a quick Camper User Report with Primary Childhood Billing Category included. Confirm the field appears in your results. Come back when you've seen it.
Use Billing Groups When Invoicing
Once families are assigned, you can use billing groups to send invoices to one group at a time.
Navigate to Financial > Billing in the upper navigation.
In the billing setup, locate the Billing Group dropdown.
Select the group you want to invoice in this batch.
Proceed with your billing run as normal.
This is particularly useful when different groups receive different invoice instructions — for example, if international families receive paper invoices with different payment details than domestic families.
Run a Batch Inquiry by Billing Group
To review the financial status of all families in a specific billing group:
Navigate to Financial > Inquiry.
Filter by Billing Group to see every family assigned to that group.
Review their current ledger summaries.
Before you move on, check yourself:
Do you know where to find the Billing Group field on a family's individual record?
Can you explain the difference between Edit Inline, Find and Replace, and Replace All in the User Report field changer?
Do you know where to apply a billing group filter when sending batch invoices?
Ready for the next step?
Financial Admin: Complete the Definitions Menu — set up the remaining Definitions items before building line items
Financial Admin: Define Line Items — create the charges and credits that appear on family invoices