Invoicing Service Groups

The Invoicing Service Groups feature enables a customer to group active services and other charges for a billing account together for the purpose of invoicing. When invoices are created for a billing account, such as during a bill cycle run, an invoice is created for each invoicing service group. Any charges not assigned to an invoicing service group are invoiced together. Invoicing service groups may reduce the need to create multiple billing accounts in a billing hierarchy for invoicing purposes.

The invoicing service group feature must be enabled by Gotransverse. Contact Gotransverse Technical Support.

An invoicing service group is an entity used primarily to categorize charges for invoicing purposes. In addition, invoicing service groups can be configured with payment terms, payment methods, and auto-payment settings that will override the settings of the billing account when an invoice for the invoicing service group is created.

The following optional fields are configurable for each invoicing service group:

  • Payment Term — The payment term to use when an invoice is created for the invoicing service group. When undefined, the payment term setting for the billing account is used.

  • Recurring Payment — A recurring payment entity (payment method) from the same billing account. The recurring payment is designated as the preferred payment method for invoices created for the invoicing service group. Payments made using the designated payment method can only be applied to invoices for the same invoicing service group. When auto-payment is enabled for the invoicing service group, this payment method is used to pay the invoices.

  • Auto Payment — Specifies if the invoices for the invoicing service group are eligible for auto payment processing. When enabled, the auto payment process uses the payment method and auto pay offset values of the invoicing service group.

  • Auto Pay Offset — The number of days after the invoice posting date to delay auto-payment processing for an invoice.

There is no status attribute for an invoicing service group. Once created, an invoicing service group is an available value.

Once created, an invoicing service group entity can be assigned as an attribute to the following charge-generating objects:

  • Service — An active service can be associated with an invoicing service group if the service originated from a product with a product_type of customer-subscription or general. Any charges generated from the service will be invoiced with other charges from the same invoicing service group.

  • Order Item — An order item of a draft order can be associated with an invoicing service group. Once the order is completed, the resulting service will inherit the attribute.

  • Debit Adjustment — A debit adjustment can be associated with an invoicing service group. The charge from the debit adjustment is invoiced together with other charges from the same invoicing service group.

  • Manual Charge — A manual charge can be associated with an invoicing service group. The generated charge is invoiced together with other charges from the same invoicing service group.

  • Manual Invoice — A manual invoice can be associated with an invoicing service group when the invoice status = DRAFT and only contains invoice items where invoice_item_type = manual-adhoc. An ad hoc manual invoice does not pull in other charges from the same invoicing service group. However, the invoice will respect the payment method, payment term, and the auto-pay settings of the invoicing service group.

An invoicing service group can also be referenced by the following objects:

  • Credit Adjustment — A credit adjustment with an invoicing service group can only be applied to invoices with the same invoicing service group.

  • Invoice — An invoice with an invoicing service group prioritizes the payment terms and auto-payment configuration of the invoicing service group.

  • Payment — A payment with an invoicing service group defined can only be applied to invoices with the same invoicing service group.

  • Payment Plan — A payment plan with an invoicing service group can only include invoices from the same invoicing service group.

The Invoicing Service Group feature is not compatible with balance forward statements, price groups, responsible-managed account hierarchies, and payment matching.

Refer to the following topics for more information:

 

Refer to Invoicing Service Groups External Link in the Gotransverse Help Site External Link to learn how to use invoicing service groups in the Gotransverse UI.

 

 

 

Topic Updated: 4/2025.