To save some time, learn how to add a single item to multiple accounts at one time. This feature is for “items” only and cannot be used for “plans”.

1. Go to the “Billing” tab on the left-hand menu bar

2. Select the “Configuration” tab and the “Plans and Items” sub-tab

3. Locate the item you wish to bill to the account(s) and select “Actions”

4. From the “Actions” drop-down menu you will see an option that says “Charge multiple…”. You will want to select that to add to multiple accounts

5. From this page, you will choose the accounts this item is being charged to. If you click the field box you will see a drop-down menu with every group and account in your center. This is a smart search box so you can begin to type and it will narrow down the options for you.

6. You are able to choose a whole group or you can choose individual accounts. Maybe you had three new kids come in and wanted to charge all of them at the same time for their cot sheet, this would be an easy way to do so.

7. Before this item gets billed to the families it will have you confirm that the listed names or groups are the correct ones. Once you click “OK”, the item will be added to the child’s next invoice.

Contact support@lineleader.com if you have any additional questions.

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