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</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Merging Labour Lines</strong></p><p><strong>- Invoice Line Groups</strong></p><p><br></p><p><br></p><p>Various customisation options are available in Halo to control the amount of lines that show on an invoice and how lines are organised on an invoice (using groups). </p><p><br></p><p>You can control how many invoice lines are generated for labour time logged on projects/tickets, that is how the time is merged together to make up a line. For example, whether you would like a line for each ticket, or a line for each charge rate on the invoice. </p><p><br></p><p>You can also add groups to invoices to organise the different lines into groups. </p><p><br></p><p>In this guide we will only cover how to control the merging and grouping of invoice lines, for information on how to control how many invoices are created for a client when generating invoices (merging invoices) see our guide <a href="https://www.usehalo.com/guides/2713" target="_blank" rel="noopener noreferrer">here</a>. </p><p><br></p><p><strong><span style="font-size: 14pt;">Merging Labour Lines </span></strong></p><p>To configure how lines are merged together, head to Configuration > Billing > Invoice Creation > Invoice Creation, here there are a few settings that will control which lines are grouped together. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUwOTUxYmIzLTRjOWYtNDAyMi05ZmIyLTYyMzY4MDYyMWM0NiJ9.A6rXCTnQcbMpndZ5gIwFKbeXzcRUoxmxAlWfBEAv5DE" class="fr-fic fr-fil fr-dib" width="1073" style="width: 1075px; height: 540.135px;" height="540"></p><p><strong><span style="font-size: 10pt;">Fig 1. Settings to control how invoice lines are grouped</span></strong></p><p><br></p><p><strong>Grouping for Invoice lines (Labour) - </strong>This controls how invoice lines for billable (labour) time will be grouped. </p><p><br></p><p><strong>Grouping for Invoice lines (Labour found under the Projects view only) - </strong>This controls how invoice lines for labour logged on project tickets will be grouped together, only when the invoice is generated from the 'Projects' section of Ready for Invoicing.</p><p><br></p><p><strong>Grouping for Invoice lines (Project) -</strong> This controls how invoice lines for labour logged on project tickets will be grouped together, only when the invoice is generated from the 'Project' section of Ready for Invoicing. When creating invoices from this area the time added across all project tasks will be included. </p><p><br></p><p>The options for each setting are as follows:</p><ul><li><strong>No Grouping -</strong> Each action will be it's own line. </li><li><strong>Group by Ticket, Rate and Day -</strong> A line will be created for each charge rate used, per day and per ticket. </li><li><strong>Group by Ticket and Rate -</strong> A line will be created for each ticket and each charge rate used on that ticket. </li><li><strong>Header for each Agreement, and a line for each Rate -</strong> A line will be created for the total time logged using each charge rate. This will be organised based on the agreement the action is linked to. </li></ul><p><br></p><p>Project line grouping settings also have the additional option:</p><ul><li><strong>Header for each Project, and a line for each Budget Type -</strong> A line will be created for each budget type used on the project, these lines will be grouped by the project the time was logged on.</li></ul><p><br></p><p><strong><span style="font-size: 14pt;">Invoice Line Groups</span></strong></p><p>Groups can be added to invoices and Recurring invoices to organise lines and apply defaults to lines in the group. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk3ZWE1OTc4LWI5YjUtNGJlYS04NzM2LWY1ZWIxYjAxZjAyMCJ9.FCBVrooPoDqN-ZmfBp-L6TT8XKcaU9MeRXeXjjXEJiY" class="fr-fic fr-fil fr-dib" width="1427" style="width: 1429px; height: 802.65px;" height="803"></p><p><strong><span style="font-size: 10pt;">Fig 2. Invoice with Line Groups</span></strong></p><p><br></p><p>Groups can be added on an ad-hoc basis or automatically based on the products being added. </p><p><br></p><p><strong><span style="font-size: 12pt;">Add Ad Hoc Groups</span></strong></p><p>Ad hoc groups are used when products should not be grouped based on their product group, or do not belong to a bundle. Ad hoc groups are often added to recurring invoices to organise the products being billed. Once these groups are added, every invoice created from the recurring invoice will contain these groups. </p><p><br></p><p>To add an add hoc group use the "Add New Group" button on the invoice/recurring Invoice. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBmMzQ2Mjc3LWNlYzEtNGJiYS04Y2M5LTE0YTgyNDc4ZGM3YSJ9.dC4HsAEF4yzE17zB-AVxIi-OWGfeO4t63qjh6Cty8mI" class="fr-fic fr-fil fr-dib" width="1235" style="width: 1237px; height: 579.868px;" height="580"></p><p><strong><span style="font-size: 10pt;">Fig 3. Add new Group</span></strong></p><p><br></p><p>When adding a group use the "description" field to determine the name of the group. Various other options are available to default values for lines within this group. For example, the "Income Account" chosen on the group will apply to all the lines within the group that do not have an income account associated with the product, but this can still be overridden per line. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdiNDM4ZmJjLWU5YjQtNDM2Yi1hZmY4LTBmYjBjODYyYTllOSJ9.fzs7dBEGkvI_7H_XYsBe97H_JB8ouDoB2Q6RU-uWCsU" class="fr-fic fr-fil fr-dib" width="493" style="width: 495px; height: 686.839px;" height="687"></p><p><strong><span style="font-size: 10pt;">Fig 4. Adding New Group</span></strong></p><p><br></p><p><strong>Hide Products that are part of this group - </strong>When enabled, only the group name will show as a line on the invoice pdf. The quantity and price will be calculated by totalling the price and quantities of line items within the group. </p><p><strong>Include group quantity and price - </strong>When enabled, an additional quantity and price will show on the invoice pdf for the total price and quantity of line items within the group. </p><p><strong>Hide Item Price for Products part of this group - </strong>When enabled, the price of each line item within the group will not show on the invoice pdf.</p><p><br></p><p>Once the group is created, add lines to this by editing the line and assigning it to a group. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNlMjlkOTk4LWI5YTAtNDYyMi1hMDYzLTgyOGYwMjMxZTRmZiJ9.IaGFuhUIhP0twoNgccE474O_P4sgO7TXr6_2N-TDF7A" class="fr-fic fr-fil fr-dib" width="1002" style="width: 1004px; height: 581.299px;" height="581"></p><p><strong><span style="font-size: 10pt;">Fig 5. Assign Line to a Group</span></strong></p><p><br></p><p><strong>Group Sequence (v2.251+) </strong></p><p>From v2.251+ groups can be assigned a sequence, this will determine the order of the groups on the invoice. Groups will be ordered based on sequence, then lines within the group will be ordered based on their own sequence. </p><p><br></p><p>Sequences will also be used to determine the order of groups when invoices are merged together. </p><p><br></p><p><strong><span style="font-size: 12pt;">Add Groups Based on Bundle</span></strong></p><p>When a product bundle is added to an invoice the bundle name will be added as a group with the products in this bundle assigned to this group. </p><p><br></p><p data-pasted="true"><strong><span style="font-size: 12pt;">Add Groups Automatically based on Product Groups</span></strong></p><p>Lines can also be grouped automatically based on the product groups they are in. To do this, enable "Automatically add Product Groups as groups when adding Products to invoices" found under Configuration > Billing > General Settings.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ4MjU2YTNiLTJlZTMtNGU5MC1iNjQ1LTNiYjliOTQyMTJlMCJ9.6SbgkC0lvO3G4kuqGZueDsiaNz1H_6f8Ea5sGAi48aI" width="569" style="width: 571px; height: 298.876px;" height="299" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 6. Automatically add Product Groups as groups when adding Products to invoices</span></strong></p><p><br></p><p>For more information on how this functionality works, checkout <a target="_blank" rel="noopener noreferrer" data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2249" data-pasted="true">Group Invoice Lines by Product Group</a>. </p><p><br></p><p><strong><span style="font-size: 12pt;">Merging Product Groups </span></strong></p><p><span style="font-size: 11pt;">Product groups can be merged together when invoices with the same group are merged. This allows the invoice created to have a single group containing all the products rather than multiple of the same group.</span></p><p><strong><span style="font-size: 12pt;"> </span></strong></p><p>To do this, you will need to enable "Merge invoice line groups with the same name", found under Configuration > Billing > Invoice Creation.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZhYzhhNWU5LTI3NGQtNGFhYS1hZDMzLTBjOWYyZTQwNDY3YiJ9.hpFQ0EL0nqzG0J5MVOVltg1HAx0_E6fgtYFhJe9Zwko" class="fr-fic fr-fil fr-dib" width="508" style="width: 510px; height: 309.471px;" height="309"></p><p><strong><span style="font-size: 10pt;">Fig 7. Merge invoice line groups with the same name</span></strong></p><p><br></p><p>When this is enabled, any invoices that are being merged that contain product groups with the same name, will have the product groups merged together. So only one group name header appears for all the items in this group. Keep in mind only the group name/header will merge, line items within the group will not merge. </p>
