1. Order Management
  2. Billing and Invoices
  3. Invoices
  4. Invoice Groups Management
  5. Adding an Invoice to an Invoice Group

Adding an Invoice to an Invoice Group

After creating an invoice group, you can add more invoices to the group. Any invoice you add to an existing invoice group must have the same criteria as the invoices that are already in the group. For example, if the invoices in the group are in the same subsidiary, then any invoice you add must also have same subsidiary.

To add an invoice to an invoice group from the Invoice Group page:

  1. Go to Transactions > Sales > Group Invoices > List.

  2. Open the invoice group to which you want to add an invoice by clicking the associated Edit or View link.

  3. On the Details subtab, click Add to Group.

  4. From the Add Invoices to Group dialog, check the box to the left of the invoices you want to add to the group.

  5. Click Add to Group.

    Note:

    The total number of invoices must be 100 or less. If the number exceeds the limit, a message appears to indicate that you must remove some of the invoices. While you are adding invoices to a group, you can find the Number of Transactions column in the popup window.

To add an invoice to an invoice group from the Group Invoices page:

If you attempt to add more than 100 invoices to a group, a message appears indicating that multiple invoice groups will be created.

  1. Go to Transactions > Sales > Group Invoices.

  2. Find the invoice you want to add, then check the box under the Group column.

  3. Click Submit.

    When the Process Status page appears, click Refresh until the submission status is complete. If the bulk processing encountered any errors, you can click the link under the Message column to view the errors.

  4. On the Process Status page, click Complete.

  5. To view the resulting record, on the Processed Records page, click the link to the invoice group.

When you add an invoice to an invoice group, the total amount due for the invoice group is updated. The payment due date does not change.

To add an invoice to an invoice group from the Invoice record:

Note:

If there are no invoice groups that match the criteria for the invoice, you cannot create a new invoice group from the invoice record.

  1. Go to Transactions > Sales > Create Invoices > List.

  2. Click the View link for the invoice you want to add to a group.

  3. Click the Add to Group button.

  4. Select the group to which you want to add the invoice.

    The only invoice groups that display are those that match the same criteria as the invoice you want to group. You can only select one invoice group.

  5. Click Add to Group.

Related Topics

General Notices