Invoice Groups Overview
The Invoice Groups feature lets you group invoices for your customers. It gives you more flexibility in meeting your customer's expectations for how and when they receive invoices by combining several invoices into one group.
Each customer can have multiple invoice groups.
After Enabling the Invoice Groups Feature for a customer, you must check the Group Invoices box located on the Financial subtab of the customer record. If you have a sales order for which you don't want the invoice grouped for this customer, clear the For Invoice Grouping box. If there's a sales order associated with an invoice you want to group, you need to check the For Invoice Grouping box on the sales order.
An invoice eligible for grouping isn't required to have an associated sales order. For example, invoices from subscriptions, projects, or imported into NetSuite don't always have a sales order.
Invoice groups do not affect the general ledger. Only the individual invoices in the group have a general ledger impact.
You can apply payments to an invoice group. Payments apply to all the invoices in that group. NetSuite supports both full and partial payments for invoice groups. When accepting a partial payment, select the invoices in the group to which you want to apply the payment. Invoice groups also support the Consolidated Payments feature. For more information, see Consolidated Payments.
Each user has one set of permissions and restrictions for accessing invoice groups. Invoice groups inherit permissions and restrictions from the invoices in the group. If an invoice group has fifty invoices and you have permission to only view ten, you only see those ten invoices. You'll also see the full total of the invoice group, including any invoices for which you don't have permission to view.
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