Use Invoice Groups for Custom Billing

In this article

• About invoice groups
• Create an invoice group
• Manage riders in invoice groups 
• Designate an invoice group when creating a rider
• The default invoice group 
• Delete an invoice group

About invoice groups

Invoice groups are custom lists of riders who will be invoiced together. Use this feature if your organization needs separate invoices for different rider groups--for example, in order to allocate funding by rider category. Once you set up invoice groups, you'll receive individual invoices for each group each month. 

By default, each account has a single default invoice group. All riders are added to this default group automatically. You can create additional groups as needed and add riders in bulk.

Create an invoice group

To create a new invoice group, follow the steps below:

1. On the Account Settings page, select Billing.
   
   
2. Click Create invoice group.
    
3. Name the invoice group and enter a purchase order number if needed. Give the invoice group that will be clear for your accounting team, as the name will appear on the invoice. Click Create. The group is now ready for riders to be added.
   
   

Manage riders in invoice groups

After you have created the desired invoice groups, follow the steps below to add riders in bulk:

1. For the desired invoice group, click the three dot menu, then click Edit riders.
   
   
    

2. You'll be taken to the Riders page, filtered to show riders currently in the selected invoice group. To add more riders to the group, clear the filters or select the invoice group the desired riders are currently a part of. When setting up your first invoice groups, all riders will be in the default invoice group. 

   

3. Select the riders you want to add to the group and click Move to invoice group. 
   
   
4. Select the invoice group you want the riders to be a part of, then select Move riders.  
   
   
    
5. The riders will be added to the selected invoice group. Billing is processed based on the invoice group a rider is in at the time invoices are generated and apply to the full invoice period, regardless of when changes were made.

Designate an invoice group when creating a rider

You can designate a rider's invoice group as you create a new rider or directly on the rider's profile. Learn more about managing invoice groups on the rider's profile in this article.

The default invoice group

All riders who are not actively allocated to a specific invoice group are automatically added to the default group when their profile is created. When you delete an invoice group, the riders in the group are automatically moved to the default invoice group. 

To use this feature efficiently, the default invoice group should be the largest and most common group that riders will be added to. You can rename the default invoice group as needed.

Rename the default invoice group

To rename the default invoice group, click the three dots menu, then click Edit invoice group. Enter the desired name, then click Save.
 

Delete an invoice group

You can delete unneeded invoice groups, but your account must always have at least one invoice group, the default invoice group. When you delete an invoice group, the riders in it are moved to the default invoice group.

To delete an invoice group, click the three dots menu, then click Delete. Review the information, then click Delete and move riders.