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 Invoice
- Click Invoice Groups
- Click +NEW in the top 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 from the left side menu and it will automatically go over to the right side.
- 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.
- Click SAVE.