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Setting Up Invoice Groups

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:

  1. LOGIN to LMN Time
  2. Click INVOICES 
  3. Click Invoice Groups
  4. Click +NEW INVOICE GROUP in the bottom right corner
  5. Enter in the Group Name that you would like for this particular group i.e. Maintenance
  6. Screen_Shot_2017-05-08_at_5.37.08_PM.png
  7. 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. 
  8. To add a Jobsite to the group, simply click on the jobsite(s) you wish to add and then click Add>
  9. To remove any Jobsites from a group, click on the Jobsite(s) you want to remove and then click the <Remove
  10. Click SAVE in the bottom right corner.

Screen_Shot_2017-05-08_at_5.43.57_PM.png

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