Multi-site invoicing introduces the concept of Billing Groups to efficiently manage and streamline the invoicing process for multiple sites within a customer's account.

Billing Groups are essential for compiling multi-site invoices in bulk, ensuring that you can easily handle invoicing for multiple locations or projects associated with a single customer.

Note: Billing groups only apply to compiling multi-site invoices via the batch billing process.

In this article, we'll cover the steps to create billing groups and do multi-site invoicing via batch billing.

Before You Start

• Existing Business rules for multi-site invoices that still apply:
  • An invoice can only be on one multi-site invoice at a time
  • The Due Dates and Customer must be the same for all invoices added to a multi-site invoice
  • Once an invoice is added to a multi-site invoice, it cannot be edited.
• New Business rules for batch billing of Multi-Site Invoices
  • In order to batch bill multi-site invoices, the customer must have at least one billing group.
  • When multi-site invoices are auto-compiled, the following rules apply:
    • Invoices with the same due date (and)
    • Invoices with the same billing group (and)
    • Invoices that are not already on a multi-site invoice

How to Create a Billing Group

To Add a Billing Group, follow these steps:

1. Start by searching for the customer you would like to add to a billing group.
2. Open the customer's profile, and navigate to the "Billing Groups" tab.
3. Click on "Add Billing Group"
4. Enter in the Billing Group Name
   • Note: Billing Group names must be unique.
5. Click "Add New Billing Group"

How to Edit a Billing Group

To Edit a Billing Group, follow these steps:

1. Start by searching for the customer whose billing group you would like to edit.
2. Open the customer's profile, and navigate to the "Billing Groups" tab.
3. Click on "Edit Billing Group"
4. Make desired changes
5. Click Save.

How to Delete a Billing Group

To Delete a Billing Group, follow these steps:

1. Start by searching for the customer whose billing group you would like to edit.
2. Open the customer's profile, and navigate to the "Billing Groups" tab.
3. Click on the dropdown arrow next to "Edit Billing Group"
4. Select "Delete Billing Group"
5. A pop-up will appear asking you to confirm deletion
6. Click Confirm Delete

After You've Created Billing Groups

Once you have created billing groups for your customers, there are two ways to add a billing group to a recurring invoice:

• Via Create/Edit Recurring Invoice
  • If a customer has a Billing Group(s), then the billing group dropdown will become visible when creating or editing a recurring invoice template.
    • Please note, the Billing Group dropdown is optional.

• From the Billing Groups Table
  • On this table, you can assign recurring invoice templates directly to billing groups.

Adding Billing Groups to Recurring Invoices via Create/Edit Recurring Invoice

To Add a Billing Group to a recurring invoice:

1. To add a billing group to a recurring invoice, you must first have a billing group added to the customer.
2. Once Added, the Billing Group (optional) dropdown will appear in the recurring invoice template
3. Select a Billing Group from the dropdown when creating a new or editing

Adding Recurring Invoices to Billing Groups via Billing Groups Table

1. To add recurring invoices to a Billing Group, navigate to the customers page > Billing Groups Tab
2. Create a new billing group or select an existing billing group.
3. Click the dropdown arrow next to the "Edit Billing Group" button
4. Select the Assign Recurrings to Billing Group option.
5. Add Recurring Invoices by selecting the checkbox
   • Notes:
     • If there are already recurring invoices on the Billing Group, they will be pre-checked
     • Unchecking the checkbox will remove the recurring invoice from the Billing Group

After You've Added Recurring Invoice Templates to a Billing Group

Once recurring invoices are added to a billing group, they will get the multi-site badge in the recurring invoice table.

From the accounting > recurring invoices table you can select multiple invoices, whether they're multi-site or single recurring invoices, and click "Create Invoices."

Once the batch preview is generated, you can click to "Preview Invoices" where you will be directed to the pending transactions page

Here you will see tabs for single recurring invoices and multi-site invoices. All multi-site invoices are automatically compiled by the following business rules:

• Invoices for the same customer (and)
• Invoices with the same billing group (and)
• Invoices with the same due date (and)
• Invoices that are not already included on a multi-site invoice.

Related

• Create a Multi-Site Invoice