Setting up Invoice Groups and 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!
To Setup Invoice Groups:
- LOGIN to LMN Time
- Click INVOICES
- Click Invoice Groups
- Click +NEW INVOICE GROUP in the bottom right corner
- Enter in the Group Name that you would like for this particular group i.e. Maintenance
- 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.
- To add a Jobsite to the group, simply click on the jobsite(s) you wish to add and then click Add>
- To remove any Jobsites from a group, click on the Jobsite(s) you want to remove and then click the <Remove
- Click SAVE in the bottom right corner.