Invoice grouping properties
- Name
- Specifies the name of the invoice grouping.
- Invoice display order
- Specifies the display order of the grouped charge on an invoice. For example, 0 will list the item at the top of the invoice. 9 will display it lower.
- Invoice Description
- Specifies the item description that will be used for the roll-up item on an invoice.
- Valid from
- Specifies the date, inclusive, from which new invoice groupings can be created.
- Valid to
- Specifies the date, inclusive, to which new invoice groupings can be created.
- Default charge type behaviour
- Specifies the grouping behaviour applied to Applicable charge types.
- Exclude
- Group
- Roll Up
- Applicable charge types
- Specifies the charge types charge that are affected by the specified Default charge type behaviour.
- Charge type
- Select charge types from the drop-down to add to the Applicable charge types table, click
Add.
Multiple types can be added. This list is populated from Charge Types and Units.