NetSuite Invoice Groups Feature

The NetSuite Invoice Groups feature consolidates invoices for your customers. This feature can be found by going to Setup > Company > Enable Features. Go to the Transactions Subtab, and under the Billing group, you will find Group Invoices. Note that you can turn this feature off if you no longer want it. Below is a workflow diagram for this feature provided by NetSuite:

(Oracle. "Workflow Action Script." NetSuite Help Center, Oracle, 24 Aug. 2023, NetSuite Applications Suite )

Autogenerate Default Invoices

After you have enabled the feature, you can go to the Autogenerated Numbers page and add a prefix/suffix and an autogenerated number for your Invoice Groups.

This feature will add a checkbox for Group Invoices or For Invoice Grouping to your Customer and Sales Transactions records. Checking the box on the customer record will put your sales transactions for that customer on default. Checking the box on your sales transactions will not automatically group your invoices, however. This only makes it available for consolidation.

Implement Invoice Grouping

Once you have multiple invoices for a single customer, you can then group them. To do so, complete the following steps.

Step 1: Go to Transactions > Sales > Group Invoices.

Step 2: Once you are on this page, enter the Customer you are looking for.

Step 3: All Open Invoices that have the For Invoice Grouping will appear (for that customer) for grouping.

Step 4: You can then mark all of the invoices you want to group together.

Important Information

• Only Invoices created from Sales Orders can be grouped.
• After you have grouped invoices, you can ungroup them. To do this, open the grouped invoice record and scroll to the Details. There, you will see an Ungroup Invoices button.
• This feature uses NetSuite Advanced PDF, which can be customized.
• The individual invoices, rather than the Invoice Group itself, impact the GL.

Related Articles:

• Updating & Auto-Generating NetSuite Transaction Numbers
• NetSuite Optimization

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