Creating Invoices Using Customer Grouping

Creating Invoices Using Customer Grouping

Go to the Administration tab, and click [Customer Grouping].


Click "Invoice..." hyperlink, will allow any members of the customer group to be invoiced.

Suggested articles:
Adding customers to a customer group: Setting Billing Information Properties.
    • Related Articles

    • Creating Invoices

      In MediBooks there are a couple of different ways to create invoices. This article will provide a brief overview of each of these methods and where to find more information, as well as how to use the invoice screen. The most common way create ...
    • Setting Billing Information Properties

      Go to the Customer Tab within MediBooks. Search for the Customer/Business required (Details of how to search are available in Searching) Select the Customer you wish to edit by clicking on the Customer. Under Modify click [Customer Details] On the ...
    • Using the Invoice Screen

      This article will focus on the invoice screen for customers, however certain aspects will apply to multi-recipient invoices as well. For information specific to Third Party invoice please read here: Creating Invoices Using Third Parties You can amend ...
    • Creating Invoices Using Task Scheduling

      There are a couple of different ways to create multi-recipient invoices from the Task Scheduling tab, this article covers creating invoices for members of a Statement Billing Task. Go to the Administration tab, and click [Task Scheduling]. Click the ...
    • Creating Invoices Using Third Parties

      Open the third party tab, and click the third party you would like to create an invoice for customers. Select [Invoice] from the ribbon bar at the top of the page. The invoice dialog will open. The table on the top left of the screen can be used to ...