NetLessor - Grouped Invoicing

Overview

Grouped Invoicing in NetLessor enables consolidated invoice generation across multiple leases associated with the same customer, streamlining billing processes and improving clarity for internal accounting and customer-facing documentation.

NetLessor’s grouped invoicing feature consolidates multiple leases into a single invoice instead of generating separate invoices for each lease. It maintains flexibility for how line-level details are presented and supports streamlined billing and reconciliation for customers managing multiple leases. 

Grouped invoicing is set up at the customer level, allowing all leases tied to that customer to be invoiced together. When invoices are generated, NetLessor identifies eligible leases based on the payment schedule and groups them onto one invoice—provided they meet the grouping criteria such as matching customer, payment date, and other configured settings.

Each line on the invoice can either:

  • Preserve item-level and lease-level detail (showing individual lines for each item on each lease), or

  • Summarize charges across leases (if enabled), for a cleaner, high-level invoice presentation.

This allows invoicing to be tailored to customer-specific requirements, whether detailed line-level breakdowns or summarized formats are needed.

Step-by-Step Process

Set the Default Grouping for Grouped Invoices

  • Navigate to NetLessor > NetLessor Setup > System Setup.
  • Configure the Default Grouped Invoice Saved Search. This is a NetLessor Lease saved search containing a result field (e.g., Customer) used to determine how leases are grouped on a single invoice. Out of the box, the system provides a saved search named NetLessor Group Invoices By Customer Search, which is commonly used for grouping. However, a custom saved search may also be applied if desired.
  • Set the Default Grouped Invoice Line Summarization Preference. Two options are available, which serve as the default but can be adjusted by processing batch during invoice generation:
    • Preserve Line Item Detail: Each lease with a payment due appears as an individual line item on the grouped invoice, maintaining detailed visibility by lease and item.
    • Summarize Line Items: All lease payments included in the grouped invoice are combined into a single line per item, providing a consolidated summary of total charges.

  • To group lease and non-lease items by item on invoices, enable the Group By Item checkbox. By default, these payments appear on separate lines—even if they use the same invoicing item—but selecting this option will combine them under a single line item.

  • To combine invoices and credit memos, enable the Group Invoices & Credit Memos Together checkbox.

Process Monthly Invoices

  • Navigate to NetLessor > Process Monthly Transactions > Monthly Invoicing.
  • On the NetLessor Monthly Invoice Processing page, the default settings for Group By Search and Group By Line Summarization are displayed. These defaults reflect the previously configured settings but can be modified as needed.
  • Use the available filters to select the applicable leases for processing. Once the selection is complete, click Generate Transactions.

  • In this example, leases grouped under the same customer are consolidated into a single invoice and share the same invoice number.

Summarize Line Items Example

  • When Grouped Invoicing is processed with the Summarize Line Items preference, each line item appears once on the invoice, with the total quantity aggregated.

Preserve Line Item Detail Example

  • When Grouped Invoicing is processed with the Preserve Line Item Detail preference, each line item is listed separately for each lease included in the batch.


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