One of the great features of client groups is the ability to utilize group billing! Group Billing allows you to consolidate multiple invoices into a single bill for a group of clients. By billing multiple clients to one entity, users can easily track and report on financial data related to specific projects or client groups.
Once a client has been added to a client group, you can create an invoice and select the Client Group as the assignee. You can do this in two different ways:
When creating a new invoice
Through the WIP
If you haven't created a client group, please refer to the Manage Client Groups article.
Create an invoice for Group Billing
1. Navigate to Billing and click on Invoices.
2. Click Create invoice.
3. Search for a client group or pick from the drop-down list.
4. Choose which client you would like to send the invoice to.
5. Pick a service item.
6. Find a client (optional).
7. Click Preview.
8. Click Send.
Exploring the WIP
With Group billing, time tracked across multiple clients to a single entity is at the tip of your fingers. Once time has been added to the WIP report for clients under a Client Group, you will be able to designate a Client Group for the time that has not been billed.
1. Navigate to Time and select WIP Report.
2. For the Group By attribute options, select "Client Group"
3. Select a specific Client Group.
4. Click View WIP.
5. Check applicable time entries.
6. Select Add to Invoice.
Options include:
Create new invoice.
Link to existing invoice.
Best Practice: When billing hourly, use Create new invoice for time spent on work being done. This will ensure proper billing.
When Billing a flat rate/set rate, no matter how many hours were spent on work being done, use Link to existing invoice. This will ensure time spent is linked to the invoice but does not change the original invoice amount and is not a visible line item on the invoice.
7. Add who to send the invoice to.
8. Click Preview.
9. Click Send.
For more information on Client Groups, please reference, Navigate Client Groups article.