Grouped Invoicing is a feature that allows you to consolidate multiple orders from a customer into a single invoice, making it easier to manage billing, especially for customers who place multiple orders in a week.
This guide will walk you through how to enable Grouped Invoicing, set up invoice frequency, and understand how Weekly Grouped Invoicing works.
Table of Contents:
1. Enabling Grouped Invoicing
To enable Grouped Invoicing, follow these steps:
Navigate to Settings > General.
In the Features section (located at the bottom of the page), ensure that Grouped Invoice Enabled is switched on.
Go to Settings > Trading Terms.
In the Invoice Frequency section, ensure that Weekly and Daily options are ticked.
2. Setting Invoice Frequency
In the Settings > Trading Details section, you can determine when invoices are generated by setting the Invoice Delay in Hours.
Note: This option will show once you have enabled Grouped Invoicing in Settings > Features
The default value is 0, meaning the invoice is generated at midnight on Sunday for orders created Monday to Sunday. If you wish to change this, input the desired delay in hours (e.g., 12 hours delay will generate invoices at midday on Monday).
For each customer you want to include in Grouped Invoicing, ensure that either Weekly or Daily is selected as the Invoice Frequency on the individual Customer page.
3. Understanding Weekly Grouped Invoicing
Weekly Grouped Invoicing consolidates all orders placed by a customer within a week into a single invoice. This is particularly useful for customers who place multiple orders throughout the week.
Which Days Are Included
The days included in the Weekly Grouped Invoice are determined by the customer's Invoice + Payment Details settings:
Invoice On Placement: Orders with a placed date during that week will appear on the invoice.
Invoice On Delivery: Orders with a delivery date during that week will appear on the invoice.
When the Weekly Invoice Is Generated
The weekly invoice generation time is determined by the Invoice Delay in Hours settings under Settings > Trading Terms.
By default, the invoice is generated at midnight on Sunday. For instance, if you wish to delay the invoice email to midday on Monday, you would set the delay to 12 hours.
4. What the Weekly Invoice Looks Like
The weekly invoice will include all the orders placed or delivered (based on your settings) during the week. The invoice format will be similar to your standard invoice but will list multiple orders under a single invoice number.
If you have customers who place multiple orders in a week then Grouped Invoicing could be an option for you.
Grouped Invoicing takes multiple orders and attach them to one invoice. Grouped invoices can be generated daily or weekly.
How to turn on Group Invoicing
Under Settings>General in the features section (right down the bottom) ensure Grouped Invoice Enabled is switched on.
You will also need to ensure under Settings>Accounting that Weekly & Daily are ticked in the Invoice Frequency section.
In the same section you also have the option to determine when the invoice is generated under the Invoice Delay in Hours section e.g. the default is 0 meaning the invoice is generated at midnights on a Sunday for orders created Monday to Sunday.
For the customer(s) you want on Group Invoicing you will have to ensure either Weekly or Daily selected on as the Invoice Frequency on the individual Customer page.
