Invoice Group Feature

KEY-NOTES

• New NS 2020.2 feature
• Lets you group invoices for your customers
• Combining multiple invoices into one invoice group based on the customer.
• Invoice groups do not post to the general ledger
• After an invoice group is created, you can add or remove invoices from the group.
• We can create an invoice group with a maximum of 100 invoices.

Enabling the Invoice Groups Feature

• Go to Setup > Company > Enable Features.
• Click the Transaction subtab.
• From the Billing section, check the Invoice Groups box

Creating an Invoice Group

1. Enable from the customer
   1. Go to Lists > Relationships > Customers Lists > Relationships > Customers.
   2. Click Edit to open the appropriate customer record.
   3. Click the Financial subtab on the customer record.
   4. Check the Group Invoices box.
2. Create Invoice Group
   1. Go to Transactions > Sales > Group Invoices to view the list of invoices ready for grouping.
   2. From the Customer list, select the customer for which you want to group invoices. Select All to group invoices for all customers.
   3. If you want to group by the purchase order number, check the Group by PO # box.
   4. Check the Group box next to the invoices that you want to group.
   5. Click Save.

Viewing the Invoice Group Record

1. Go to Transactions > Sales > Group Invoices > List.
2. Click the View link next to the invoice group you want to view.
3. To change your view, click the Details subtab, and then select the view you want from the View list.

Three Different Views

1. A/R
   1. The A/R view only shows lines that post to the general ledger
2. All Details
   1. The details view shows tax information, subtotals, and discount amounts.
3. Summary
   1. Shows a list of invoices linked to the invoice group