You can also group all your gross claim invoices of a super agent together to create a single invoice Please Note: Group invoice is created for gross claim invoices.
To create a super agent group invoice, please make sure you have the correct permission to do so and follow the following steps:
Step 1: Select Account from the side navigation bar and then select Group Invoice from the dropdown.
Step 2: Click on Create Group Invoice.
Step 3: In the pop up, select Super Agent.
Step 4: From the drop down select the SuperAgent.
Step 5: Select the currency of the invoice.
Step 6: Then, click on select.
Step 7: You can search for the invoices to group by their invoice numbers or client name.
Step 8: You can also apply the created date filter.
Step 9: Click on the tick marks to group these invoices.
Step 10: Click on the attach invoice button.
Step 11: Select the payment option.
Step 12: Select the invoice due date.
Step 13: You can see all of the invoices that you’ve grouped along with their details.
Step 14: If you have to attach invoices button, click on the add attach invoices button and repeat the process again.
Step 15: If you have accidentally included an invoice that you do not want to group just click on the remove icon to remove the invoice from the group.
Step 16: Click on Save.
