Service Manager
How to: Add an Invoice Group
Invoicing > Invoice Groups > How to: Add an Invoice Group

 

  1. From the home page, click the Invoices button on the toolbar
  2. Click the Accounts tab
  3. Search for the invoice account you want to create an invoice group for
  4. Click the Groups tab
  5. Click the Create Group button
  6. Enter a description and select the date you want to align invoices against
  7. Click the Save button