Group Invoicing

If you want to group open receivables together onto one document, the Group Invoice tool in the Invoice Manager allows you to do this.  

To create a Grouped Invoice:

1. Go to the Invoice Manager

2. Select the invoices that you wish to group together.  Invoices must be for the same customer and department.  

3. Click on Group Invoices at the top of the page.

4. Enter the invoice date and payment terms for the new document and click Create

5. The new document will populate breaking out each individual receivable grouped.

6. To see invoices that have been grouped, you can either look at the invoice manager screen 

OR

You can type the group invoice number into the search bar, to show the details of the invoice.