guide invoicing invoice groups invoice groups invoice group how to create 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 Invoice
  3. Click Invoice Groups
  4. Click +NEW  in the top right corner
  5. Enter in the Group Name that you would like for this particular group i.e. Maintenance2019-09-16_14_44_50-LMNWeb3___Invoice_Groups.png
  6. 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. 
  7. 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.
  8. To remove any Jobsites from a group, click on the Jobsite(s) you want to remove on the right side menu and it will move back over to the left.
  9. Click SAVE.

2019-09-16_14_47_38-LMNWeb3___Invoice_Groups.png

 

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