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Invoice Groups ✔

Set up Invoice Groups to combine multiple jobs or jobsites into one billing unit for faster group invoicing.

Written by Kaitlin Lane

An Invoice Group is a way to organize multiple jobs or jobsites into one collective billing unit. Setting up Invoice Groups can be very beneficial, and make invoicing easier by chunking like-type of customers or billing styles in groups, so that you can invoice a whole group at a time!

In this article:

Set Up Invoice Groups

🎥 Invoice Group Video

Set Up Invoice Groups

  1. Navigate to: Invoice > Invoice Groups

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  2. Click + New in the top right corner

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  3. Enter in the Group Name that you would like for this particular group (i.e. Maintenance) and click Save.

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  4. Click on the Invoice Group Name to add jobs into your group.

    💡You can search Jobsite, Task name & Activity name using the search bar provided.

  5. To add a Jobsite to the group, simply click on the Jobsite(s) you wish to add from the left side menu and it will automatically go over to the right side.
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  6. To remove any Jobsites from a group, click on the Jobsite(s) you want to remove on the right side menu and it will automatically move back over to the left.

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  7. Click Save

🎥 Video: Invoice Groups

Click the button below to view a video tutorial about Invoice Groups

🎥 Invoice Groups

Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
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