Group Billing
Group Billing lets you assign a single invoice to a client group rather than an individual client, then designate which group member receives it.
Why it matters: When a firm bills one entity for work across multiple clients — such as a business owner and their related entities — Group Billing keeps invoicing consolidated and financial reporting clean without manual workarounds.
Required:
Available to all Canopy users with access to Billing. Client group must already exist.
Check out this how-to video to learn more about how to create client groups!
Table of Contents
Create a Group Billing Invoice
Only single invoices support group billing. Recurring and bulk invoices are not available for client groups.
Click the Global Plus icon > Invoices.
Select Invoice from the menu.
Select Single invoice.
Search for a client group or select one from the drop-down.
Add a description (optional).
Choose which client in the group should receive the invoice.
Configure Layout and Settings
Click the Gear icon to open Layout and Settings.
Toggle columns on or off: Service, Client, Description, Quantity, Rate, Assignee, Date, Task, Subtask, Discount, and Tax.
Select Separated or Grouped to control how line items are organized on the invoice.
Toggle Client Notes or Terms and Conditions on if needed, fill in the applicable text, and click Save.
Click Done to apply your column selections.
Apply an Invoice Template
Skip this section if you're building the invoice manually without a prebuilt template.
Templates must be created before they can be applied here. See Invoice Templates to set one up.
Click the Template button in the upper right corner.
Select a prebuilt template from the list.
Add more line items, time entries, or make edits as needed.
Add Line Items
Search for or select a service item from the drop-down.
Visible columns will auto-populate with the service item's information — fill in any remaining fields.
Click + Add line item to add additional services as needed.
Select a client for the line item (optional).
Click + Add saved time or expenses to attach previously saved time entries or expenses.
Check each time entry you want to include.
Click Invoice Entries to add them to the invoice.
Reorder line items as needed.
Toggle Single Line Invoice to show only a description and total on the final invoice (optional).
Enter a description to replace the service line items.
To edit service items again, toggle Single Line Invoice off.
Enter a discount if applicable.
Click Preview to review the invoice.
Click Send.
Summary
This article covers how to create and send a group billing invoice from the Invoices screen. Use this workflow when you're starting a new invoice and assigning it to a client group upfront.
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