Invoicing Service Groups

Create Invoicing Service Groups to issue multiple invoices for a billing account during a bill cycle run. Invoicing Service Groups reduces the need to create multiple billing accounts in a billing hierarchy for invoicing purposes.

An Invoicing Service Group is created at the billing account level and can be assigned to one or more services. The bill cycle run will create an invoice for each Invoicing Service Group and then bill the charges for all services assigned to the group on the invoice. Any services not assigned to an Invoicing Service Group will be invoiced together.

Additionally, the Invoicing Service Group can be configured to override the billing account settings for the payment term, auto-payment method, and auto-payment settings specific to invoices generated for the Group. The new invoicing and auto-payment controls supported by Invoice Service Groups removes the need for complicated account hierarchies.

The Invoicing Service Groups feature is available from the More tab on a billing account window.

Invoicing Service Groups can be edited for existing active services or assigned when ordering a product.

Any Automatically Applied action to an invoice, such as a applying a payment or posting a credit adjustment, the Invoicing Service Group assigned to the invoice must match the Invoicing Service Group selected for the payment or credit adjustment, or the action will not be successfully processed. You can override the enforcement of this matching between Invoicing Service Groups, by deselecting Automatically Applied on the payment or credit adjustment. Then you can manually apply the payment or credit adjustment to any open invoice on the billing account.

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

Before attempting to utilize Invoicing Service Groups, review the following information:

  • You will not be able to create and use Invoice Service Groups if you have price groups configured on your tenant.

  • Invoicing Service Groups are not compatible with balance forward statements. The Enable Balance Forward Statement Processing system setting must be set to False before creating Invoicing Service Groups.

  • Invoicing Service Groups are not compatible with responsible/managed account hierarchies and payment matching.

  • Gotransverse Support must set two internal system settings to use this feature. Please contact Customer Support for more information about these system settings.

Refer to the following topics for more information on creating and managing Invoicing Service Groups:

 

Create an Order

Draft Orders

Edit Service on Order

Create and Post Payment

Credit Adjustments

Manual Invoices

Manual Charges

Product Price Groups Module

Responsible and Managed Accounts

System Settings (Admin application)

 

 

 

Topic updated: 04/2025.