The NetSuite Invoice Groups feature helps you consolidate multiple customer invoices into one grouped record for easier billing and streamlined processing. In this guide, Versich explains how to enable the feature, apply defaults, group invoices manually, and customize your grouped documents using Advanced PDF/HTML templates. Enabling Invoice Groups in NetSuite
To turn on this feature, navigate to:
Setup > Company > Enable Features
From there, go to the Transactions subtab and look under the Billing section. Check the box next to Group Invoices. If at any point you want to disable this functionality, simply uncheck the box. Auto-Generate Default Invoices
Once enabled, go to the Autogenerated Numbers page to establish a prefix/suffix and numbering format for your Invoice Groups. Enabling this feature adds a checkbox for Group Invoices or For Invoice Grouping to:
Your Customer records
Your Sales Transactions
Checking the box on a Customer record ensures that all associated sales transactions are prepared for grouping by default. However, checking the box on only a sales transaction does not automatically group the invoices - it simply flags them as eligible for grouping. How to Group Invoices
After you’ve gathered multiple invoices for a single customer, you can group them with the following steps:
Step 1: Go to Transactions > Sales > Group Invoices
Step 2: Enter the Customer you want to group invoices for
Step 3: NetSuite will display all Open Invoices for that customer that have been marked For Invoice Grouping
Step 4: Select the invoices you’d like to group. Key Information to Remember
Only invoices created from Sales Orders can be grouped.
If you need to undo a group, open the grouped invoice record and scroll to the Details section, where you'll find the Ungroup Invoices button.
Grouped invoices can be visually customized using NetSuite Advanced PDF/HTML templates.
Only the individual invoices (not the invoice group record) impact your general ledger (GL).
Updating & Auto-Generating NetSuite Transaction Numbers
NetSuite Performance and Optimization Tips
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