When you enable invoice groups on the customer record, you can set sales orders for invoice grouping by checking the For Invoice Grouping box. When the sales order is invoiced, the invoice is eligible for invoice grouping. When you group invoices, you can do the following actions:
- print the invoice group information.
- accept payments or apply a credit memo.
- use saved searches for invoice group reporting.
You can create an invoice group with a maximum of 100 invoices. If you attempt to group more than 100 invoices, a new invoice group is created. If you require more than 100 invoices per invoice group, contact your account manager.
Invoices are grouped based on the following criteria:
- Customer
- Terms
- Currency
- Billing Address
- Subsidiary
- Account
- PO # (optional)
To create an invoice group:
- Go to Lists > Relationships > Customers.
- Click Edit to open the appropriate customer record.
- Click the Financial subtab on the customer record.
- Check the Group Invoices box.When you check the Group Invoices box, all new invoices that are eligible for grouping for this customer appear on the Group Invoices page. If you do not want to group an invoice for this customer, clear the For Invoice Grouping box on the associated invoice.
- Go to Transactions > Sales > Group Invoices to view the list of invoices ready for grouping.
- From the Customer list, select the customer for which you want to group invoices. Select All to group invoices for all customers.
- If you want to group by purchase order number, check the Grouped by PO # box.
- Check the Group box next to the invoices that you want to group.