If you need to separate some recurring lines into various groups to be invoiced at different times, you may create your own Invoice Groups. An example of using an Invoice Group would be for Customers that need to be billed in arrears.
SedonaSetup
Go to SedonaSetup - Invoice Groups.
Select New and enter the next available Number and Name for that Invoice Group. Click Apply.
Note: This information will not print on any Invoices.
Customer Account
Go to the Customer Account and right-click on Customer Information and select Edit Customer Setup.
Select the Invoice Group drop-down menu and select the Invoice Group needed. Save.
By selecting the Invoice Group in the Customer Setup, when a new RMR Item is added to this Account, the Invoice Group will automatically default to that Invoice Group selected.
For an existing Customer that has active RMR but needs to be added to an Invoice Group, you will need to open each of the existing RMR Items on their Account and select the appropriate Invoice Group from the drop-down menu and Save.
Creating the Cycle Billing
When creating the Cycle Invoice for this specific Invoice Group go to Cycle Invoicing.
Enter the Month, the Invoice Date and then select the appropriate Invoice Group.
Select the appropriate Branch(es). Save.
