Group Batch Invoices

If you would like to batch your invoices but create one group invoice per customer, you can do so using the Batch Invoice tool. 

1. Select 'Group Invoice' in under Default Settings on the Counterparty:

2. When you run the Batch Invoice function, any Customer set to 'Grouped' will have 'Yes' in the 'Is Grouped' column

3. Click 'Start Posting'

4. Select the version of the Invoice document you want to use for both singular and Grouped Invoices & click 'Create'

Note: Anything in the list that has 'No' in the 'Is Grouped' column will generate a singular invoice when the batch is run

5. Click 'OK' and the invoices will begin posting

Note: if you have 'Email' or 'Print & Email' selected for the Counterparty being grouped, it will send one email with the Group Invoice document attached