Use the group option to allow related items to display under one, shared invoice listing.  A practical use of this logic is to lump commissions, along with standard transportation charges, into one group titled “Transportation” or to group all materials, such as containers, packing and unpacking (CPU), together to avoiding a confusing invoice. 

 

Figure 9: Invoice Group in New Complete/New Supplemental

 

Invoice groups will automatically be created for revenue groups that have the Invoice Flag set and for those items that are linked to an Invoice Group.  Read more about these settings within Automatic Invoiced Revenue Line Items and Invoice Group Definition sections.

 

Groups of invoice items can be created manually, as well, as described below.

 

Group invoice line items

1.   In New Complete/New Supplement Invoice,

2.   Select one or more invoice items within the selected line items grid by holding down the CTRL or SHIFT keys and selection multiple records or a range of records,

Figure 10: Selected records and the Group button

3.   Press the Group button and the Group Options dialog will appear,

Figure 11: Group Options dialog

4.   Check the Hide Items option to not list the original invoice items on the invoice; it will only list the Description entered for the group.  If this box remains unchecked, then the Description of the group will be displayed along with all the invoiced items belonging to the group,

 

Figure 12: Example Groups in New Complete/New Supplement Invoice

 

Figure 13: Example Groups in New Complete/New Supplement Invoice

 

5.   Check the Subtotal Items box to list the amount of the hidden invoiced line(s) or leave it unchecked to not list the amounts for the hidden line items.  The Hide Items option must be checked in order to access this functionality,

6.   Enter a Description for the group up to 128 characters in length.  This will display as the group title on the invoice,

Note:  The Amount is listed as a reference to be used when defining the group.  It is the sum of the amounts for the selected line items.

7.   Press OK to add the grouping or Cancel to close the dialog without grouping the selected line items.

To remove the grouping, simply select the group line item and press Un-Group ().

 

A group can be renamed by using the Edit button.  Simply select the group line, press Edit, and update the Description.