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.
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 Sunday).
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 Sunday, 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 attaches them to a single 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 midnight 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 is selected as the Invoice Frequency on the individual Customer page.
Frequently Asked Questions (FAQs)
Why isn’t my grouped invoice working?
Grouped invoicing usually doesn’t work because one of the required settings isn’t enabled.
Check the following:
Grouped Invoicing is turned on in Settings > General > Features
Invoice Frequency (Weekly or Daily) is enabled in Settings > Trading Terms
The customer has Weekly or Daily selected on their profile
Your Invoice Delay in Hours is set correctly
If any of these are missing, invoices will generate individually instead of being grouped.
Why are my invoices still generating individually?
This happens when:
The customer doesn’t have Weekly or Daily invoice frequency selected, or
Grouped invoicing isn’t enabled globally
Update the customer’s settings, and future orders will be grouped.
Why can’t I see the Invoice Delay setting?
The Invoice Delay in Hours option only appears after you enable Grouped Invoicing in Settings > General.
Why is my weekly invoice empty or missing orders?
This depends on your invoice rule:
Invoice On Placement → Only includes orders placed during the week
Invoice On Delivery → Only includes orders delivered during the week
Check your customer’s Invoice + Payment settings to confirm which rule is active.
Why hasn’t my weekly invoice been generated yet?
Invoices are created based on your Invoice Delay in Hours.
By default:
Generated at midnight Sunday
If you’ve added a delay (e.g., 12 hours), the invoice will generate later (e.g., midday Sunday).
Why is my grouped invoice showing the wrong orders?
This is usually due to:
Incorrect Invoice On Placement vs Delivery setting
Orders falling outside the selected date range
Review your invoice settings to ensure they match your workflow.
Why is only one customer getting grouped invoices?
Grouped invoicing must be enabled per customer.
Check that each customer has:
Weekly or Daily is selected in their Invoice Frequency
Why are some orders missing from the grouped invoice?
Orders may be excluded if:
They fall outside the invoice period
They don’t match the invoice rule (Placement vs Delivery)
The customer wasn’t set to grouped invoicing at the time
Why did my grouped invoice generate at the wrong time?
The timing is controlled by Invoice Delay in Hours.
Example:
0 hours → Midnight Sunday
12 hours → Midday Sunday
Adjust this setting if needed.
How do I fix grouped invoicing quickly?
Quick checklist:
Enable Grouped Invoicing
Enable Weekly/Daily frequency
Assign frequency to the customer
Check Invoice Delay
Confirm Placement vs Delivery rule
That usually fixes 95% of issues.
Need more help?
If you need help managing your group invoice settings:
Use the Help chat in the bottom-right corner
Or email support@ordermentum.com