Invoice Groups

An Invoice Group is a way to organize multiple jobs or jobsites into one collective billing unit. Setting up Invoice Groups can be very beneficial, and make invoicing easier by chunking like-type of customers or billing styles in groups, so that you can invoice a whole group at a time!

In this article:

Set Up Invoice Groups

Invoice Group Video

Set Up Invoice Groups

1. Navigate to: Invoice > Invoice Groups                                                                  
2. Click + New  in the top right corner
3. Enter in the Group Name that you would like for this particular group (i.e. Maintenance) and click Save.
4. Click on the Invoice Group Name to add jobs into your group. 
    💡You can search Jobsite, Task name & Activity name using the search bar provided.
5. To add a Jobsite to the group, simply click on the Jobsite(s) you wish to add from the left side menu and it will automatically go over to the right side.
   
6. To remove any Jobsites from a group, click on the Jobsite(s) you want to remove on the right side menu and it will automatically move back over to the left.
7. Click Save

Invoice Groups Video

To view a video tutorial about Invoice Groups, click HERE

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