Invoice Groups

Invoice Groups

Create Invoice Group Rules

Use this article to: Create and manage Invoice Group rules that split consignments into multiple invoices for the same customer or agent within a single billing period.

OVERVIEW

Invoice Groups split consignments into multiple invoices for the same customer or agent during the same invoice cycle.

Use this when:

  • Invoicing the same customer separately by state, region, or business unit
  • Applying different billing cycles or due dates to different consignment types
  • Managing complex invoicing requirements within the same period

Do not use this when:

  • Only one invoice per billing period is required (configure this in the Finance tab of each customer or supplier profile instead)

Invoice Group rules can be created for both Customers and Agents (Suppliers). Rules use logic and data filters to determine which consignments belong to which invoice.

BEFORE YOU BEGIN

Ensure the following prerequisites are met:

  • Finance Module is enabled
  • User has access to Finance > Configuration and Setup
  • [FLAG: Required user role/permission not specified]

STEP-BY-STEP INSTRUCTIONS

Create an Invoice Group Rule

Step 1: Navigate to Invoice Groups

  1. Go to Finance > Configuration and Setup > Invoice Groups
  2. Select either Customer or Supplier tab depending on your requirement

Step 2: Create the Rule

  1. Click Create Rule
                                                
      2. In the pop-up, select the customer or supplier from the dropdown
      3. Click Create
   



The new rule appears in orange (inactive status).

Step 3: Configure Rule Settings

Click on the rule name. The rule details panel opens on the right.



Configure the following fields:

  • Title -- Name of the invoice group rule
  • Assign Rule To -- The customer or supplier this rule applies to
  • When to Invoice Services -- Select when consignments are added to invoices:
    • On Creation: Adds consignments immediately upon creation
    • [FLAG: Other options not documented]
  • Set Invoice Date To -- Determines when the invoice is issued (e.g., Sunday weekly, End of Month)
  • Additional Invoice Date -- Optional. Sets a second invoice date (useful when invoicing weekly but also capturing end-of-month revenue)
  • Auto Close Invoice -- Optional. Automatically closes invoices after a specified number of business days
  • Invoice Due Date -- Specifies payment due date (number of days after invoice)
  • Priority -- Determines rule order when multiple rules apply (higher numbers take precedence)
  • Enable Rule -- Toggle to activate or deactivate the rule

Step 4: Update the Rule

Click Update to save your changes.

Info
If you are in the agent version of this page (Invoice Groups (Agents)) this field will relate to what agent, you want your rule to apply to. 
  
  


Add Data Filter Logic

Data filters determine which consignments the rule applies to.

Step 1: Define Filter Criteria

  1. Click Select Field and choose the field to filter by (e.g., Customer Identifier)
  2. Click Logic and select the operator (e.g., Equal)
  3. Click Select Value and enter the value (e.g., 1)
  4. Click Add Rule

  

The filter appears in the Data Filter section.

Example:

  • Field: Customer Identifier
  • Logic: Equal
  • Value: 1

Step 2: Repeat for Additional Filters

Add multiple filter rules as needed.


Delete an Invoice Group Rule

  1. Click the delete icon next to the rule
  2. Click Yes in the confirmation popup
  

The rule is removed from the system.

NOTE

Priority Field Best Practice:
Avoid creating rules that overlap. If rules must overlap, use the Priority field to ensure the correct rule applies. Higher priority numbers are processed first.

FAQs

When should I use Invoice Groups instead of standard billing settings?
Use Invoice Groups when you need multiple invoices for the same customer or agent within one billing period. For single invoices per period, configure settings in the Finance tab of the customer/supplier profile.

Can I edit a rule after it's been created?
Yes. Click the rule name, update the fields, and click Update.

What does the orange color mean?
Orange indicates the rule is created but not yet enabled. Toggle Enable Rule to activate it.

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