Invoice generation settings control how and when invoices are created for a customer. You can choose where invoices are generated from and whether they are created as grouped or individual invoices.
Set invoice generation from
This setting defines how invoices are created for the customer.
Follow these steps:
Click Customers.
Click on the relevant customer record.
Click Details, then click Finance.
Under Generate invoice from, select the preferred option.
Click Save Changes.
Set invoice type as grouped or individual
This setting controls whether invoices are created as one combined invoice or as separate invoices.
Follow these steps:
Click Customer/Funder.
Click on the relevant customer record.
Click Details, then click Finance.
Under Generate invoice as, choose Individual or Grouped.
📌 Note: Grouped invoices combine charges, while individual invoices create separate invoices based on the selected rules.
Click Save Changes.