Send an invoice for a related group of clients to one account, thereby streamlining and enhancing the billing process. It also lets you send a group statement to one account.
You likely have clients that engage in your services for multiple entities– their family taxes, a business or multiple businesses, etc. Depending on their preferences, they may want all bills or invoices sent to and paid by one person. Group billing allows you to select a Client Group and then indicate which of the associated invoices you want to lump together to be sent and paid in one fell swoop.
Group Billing is included in all Time & Billing licenses for new customers starting Sept 9, 2024, and any pre-existing customers once migrated over to the new Client & Contact CRM structure.
First, you’ll want to create client groups and this video will walk you through that. Check out this video and article to get started with Group Billing.
