Add an invoice grouping

You can create multiple invoice groupings. An invoice group specifies the charge types that are included in the grouping and the behaviour for each type.

This task explains how to add an invoice grouping.

  1. Select Invoice Grouping under Accounts Receivable on the Configuration and Tools page.
    The Invoice Grouping Configurations page is displayed.
  2. Click Add.
    An Invoice Grouping properties page is displayed.

    Figure: Invoice grouping properties

    Screenshot of Invoice Grouping properties page
  3. Type a name for the grouping in the Name field.
  4. Complete additional fields as required.
    For more information, see Invoice grouping properties.
  5. Click Save.
    The Invoice Grouping Configurations page is displayed.