CONTENT HUB > Time/Billing >
Oct 24, 2024 1 min read

Group Billing

Discover our new Group Billing feature, streamlining invoicing for related clients by consolidating bills into one account.

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Group Billing

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. 

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KC is a senior product marketing manager at Canopy.

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