Payment Groups let distributors consolidate invoices across multiple customers so they roll up into a single payment. This allows invoices across multiple locations or accounts to be billed together.
Payment Groups are created and managed directly in PMC under Payments > Payment Groups.
Note: Payment Groups are available for direct charge billing only.
How It Works
Creating a Payment Group
In PMC, go to Payments > Payment Groups.
Click New payment group (top right).
Enter a name for the group (up to 100 characters) and click Save.
Adding Customers to a Group
After creating a group, the group detail page opens with two columns: All Customers on the left and Customers in payment group on the right.
Use the search field in the All Customers column to find the customer you want to add.
Click the > arrow next to the customer's name to move them into the group.
Repeat for any additional customers.
Click Save (bottom right) to confirm your changes.
Note: The Save button becomes active only when there are unsaved changes. Navigating away before saving will discard any pending additions or removals.
Customers who are not currently in any group are added instantly when selected. If a customer is already assigned to a different Payment Group, a "Currently in [group name]" badge appears next to their name in the All Customers column. Clicking > to move them opens a confirmation modal titled "Move customer to [group name]?"
The modal identifies the customer and their current group, and warns that moving them will remove them from the other group. Click Move customer to confirm, or Cancel to leave all existing assignments unchanged.
Removing Customers from a Group
On the group detail page, locate the customer in the Customers in payment group column. Use the search field to filter if needed.
Click the < arrow next to the customer's name to move them back to All Customers.
Click Save to confirm.
Renaming a Group
Open the group from Payments > Payment Groups.
Click the pencil icon next to the group name at the top of the page.
Enter the new name and save.
Deleting a Group
Open the group from Payments > Payment Groups.
Click Delete (bottom left of the group detail page).
Things to Know
One group per customer: A customer can only belong to one Payment Group at a time. The inline badge and confirmation modal help prevent accidental reassignments.
Payment Groups vs. Customer Groups: These are separate features. Customer Groups are used for catalog and pricing organization; Payment Groups are used solely to consolidate invoices for billing purposes. A customer can belong to a Customer Group and a Payment Group independently.
Direct charge only: Payment Groups are available for direct charge billing.