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Group invoice lines

Grouping lets you bundle several invoice lines under a named heading, so a long invoice reads more clearly — for example grouping all port dues lines together. A line's group is just a label; it doesn't change the amounts.

Group lines together​

On the invoice details lines card, click Group lines. An information bar appears:

  1. Tick the lines you want to group. Lines that are already in a group can't be selected.
  2. Type a group name in the box.
  3. Click Confirm.

The selected lines are moved under that group heading.

Rename or clear a group​

Click a group heading to edit it inline. Change the name and confirm, or clear the name to remove the grouping.

Set the group on a single line​

You can also set or change a line's group directly: open the line and fill in its Line group field. Lines that share the same group name appear together.

You need the Update invoices permission to change grouping.