Overview
This article provides steps to achieve this, from how to create a new invoice group to assigning the Group to an account.
To create a new invoice group
Follow the steps below:
In the left-hand menu, click on Administration
Double-click Invoice Groups
Click New
Type in the name of your Group
Click Save
To assign the Group to an account
Follow the steps below:
In the left-hand menu, click Search.
Find your account by searching for name, account number, etc.
In the right-hand menu, click View Details at the very bottom.
Click Edit.
Invoice Group is below, select the required group from the drop-down.
Click Save.
The new Invoice Group will have been created and assigned to the account.