Invoice Groups Overview

The Invoice Groups feature lets you group invoices for your customers. It gives you greater flexibility in meeting your customer's expectations for how and when they receive invoices by combining multiple invoices into one invoice group.

Each customer can have multiple invoice groups.

After Enabling the Invoice Groups Feature for a customer, you must check the Group Invoices box located on the Financial subtab of the customer record. If you have a sales order for which you do not want the invoice grouped for this customer, clear the For Invoice Grouping box. If there is a sales order associated with an invoice you want to group, the For Invoice Grouping box must be checked on the sales order.

An invoice that is eligible for grouping is not required to have an associated sales order. Examples of when an invoice does not always have a sales order include invoices generated from subscription or projects and invoices that are imported to NetSuite.

An invoice group does not post to the general ledger. Any general ledger posting occurs from the individual invoices that are part of the group.

You can apply payments to an invoice group. Payments are applied to all the invoices that are in that group. NetSuite supports both full and partial payments for invoice groups. When accepting a partial payment, choose the invoices in the group to which you want to apply the payment. Invoice groups also support the Consolidated Payments feature. For more information, see Consolidated Payments.

Each user has one set of permissions and restrictions for accessing invoice groups. Invoice groups inherit permissions and restrictions from the invoices that are in the group. If there are fifty invoices in an invoice group and you have permission to only view ten of the invoices, you only see those ten invoices. You also see the full total of the invoice group, including any invoices for which you do not have permission.

This book includes the following chapters and topics:

Invoice Groups Overview

• Invoice Groups Workflow Diagram

• Invoice Groups Statuses and State Transitions

• Invoice Groups and Installments

Invoice Groups Setup

• Enabling the Invoice Groups Feature

• Numbering Invoice Groups

• Using Billing Operations to Generate and Group Invoices

• Customizing the Invoice Group Form

• Setting a Subsidiary for an Invoice Group

• Using SuiteFlow to Create an Invoice Groups Workflow

Invoice Groups Management

• Creating an Invoice Group

• Viewing the Invoice Group Record

• Viewing an Individual Invoice in an Invoice Group

• Adding an Invoice to an Invoice Group

• Removing an Invoice From an Invoice Group

• Grouped Invoices Due Date

• Invoice Groups and Closed Periods

• Accepting Payment for an Invoice Group

• Generating and Printing an Invoice Group PDF

• Invoice Groups and Customer Statements

• Invoice Group Reporting and the A/R Aging Report

General Notices