What's new:

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.

Why it matters:

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.

Where to find it: 

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.

Get started: 

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.