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What is customer grouping?
What is customer grouping?

Group associated customers for easier organization and reconciliation.

Anissa Zoelle avatar
Written by Anissa Zoelle
Updated over a week ago

You can associate customers from the same organization using customer groups. With groups, you can view transactions and invoices from all of your customers within a single screen. More importantly, payments from any customer can be applied to an invoice belonging to another customer in the same group.

When to consider groups:

  • Multiple customer locations belonging to the same organization

  • One customer pays for another customer's invoices

  • Track invoice volume and payments across a group of customers

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