XPM - Bill multiple clients in a group from the client group
Provide an option under the client group to bill wip that's under multiple clients in the group with one invoice.
At the moment it appears this can only be done under Invoices in the Business menu. Under the client group itself, while an invoice can be created for multiple jobs for one client, you can't create a single invoice to bill wip that's under multiple clients in the group.
Barbara Gailey
shared this idea
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Trudi Johnston
commented
This would make group billing much more user friendly and efficient, currently we have to use work arounds and lots of moving timesheets. Some clients like to have the group billed under the main entity.
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Nicholas Barbouttis
commented
This is critical for our practice as well. Have considered looking at alternative solutions. Have communicated this with Xero as well.
We would also like to be able to group the jobs for each client in the invoice so that they are sorted as follows:
Client 1
- job 1
- job 2
Client 2
- job 3
- job 4We are also looking to have the client name appear on the invoice somehow. Currently it will output the billing client name only.