Create and manage groups for invoice references and descriptions.
- Within Expansive, every site belongs to an organisation and every organisation belongs to an invoice group
- This means you can use individual invoice groups for each individual accounting entity you may have and can avoid costs getting confused on a single invoice
- To view these groups, head to the Settings section and select Invoice Groups
- From here, you can create a new Invoice Group by selecting the blue button on the top right-hand side
- You can then complete the form with the relevant details such as the invoice reference and description, so that any invoices created using this invoice group will use these details as default
- You can amend any groups created by selecting the relevant name and amending the form
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