Let’s take a quick look at group billing in the Client & Contact Structure.
In this video:
How to create an invoice for a client group and
How to create WIP reports for Client groups.
How Do I Use Group Billing for Client Groups?
Group billing allows you to create invoices and review WIP at the client group level while still tracking activity by individual client within the group.
Why Use Group Billing?
If you manage related clients (for example, multiple entities under one owner), group billing helps you:
Bill services across multiple clients on a single invoice
Track unbilled time and expenses by client group
Maintain visibility into which client each service or expense belongs to
Simplify billing workflows without losing detail
Table of Contents
Create an Invoice for a Client Group
Click the Global Add (+) button.
Select Invoice.
In the Client field, select a Client Group.
Choose which specific client portal within the group will receive the invoice.
Edit the Invoice number, Invoice date, and Terms as needed.
Add services, time entries, or expenses associated with the client group.
Click Preview to review the invoice.
Click Send when ready.
If you want a refresher on client groups you can click on this link.
For a more detailed look at the ins and outs of creating an invoice, you can check out this video.
Note:
When invoicing a client group, you’ll see an additional column indicating which client within the group each service, time entry, or expense is associated with. This ensures accurate tracking across related entities.
View WIP by Client Group
You can review Work In Progress (WIP) at the group level to monitor unbilled time and expenses.
Navigate to Time.
Select WIP Report.
In the grouping options, select Group by Client Group.
Select a specific client group to view details.
From here, you can:
See unbilled hours and expenses by client within the group
View the last invoice date and amount
Review total unbilled revenue
Click View WIP to see an itemized breakdown of all unbilled time and expenses for the group.
Create an Invoice from the WIP Report
If you want to invoice directly from the WIP report:
Select the time entries and expenses you want to bill.
Click Add to Invoice.
Choose one of the following:
Create New Invoice
Link to Existing Invoice (if you’ve already billed and need to associate entries)
Select which client portal within the group will receive the invoice.
Add or adjust services as needed.
Click Preview, then Send.
This workflow is especially helpful during month-end billing or when reviewing unbilled work before invoicing.
Summary
Group billing allows you to invoice and track WIP across related clients while maintaining client-level detail. You can:
Create invoices at the group level
Monitor unbilled time and expenses by group
Convert WIP into invoices directly from the report
This keeps billing efficient without sacrificing visibility.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.