Invoice Groups represent NetSuite's concept of grouping multiple individual invoices into a single billing unit. In NetSuite, invoice groups consolidate related invoices — often grouped by Purchase Order (PO) — into one parent record with its own invoice number, amount, balance, and status.
Tesorio imports these invoice groups from NetSuite and uses them to:
Display grouped invoice information alongside individual invoices in the AR dashboard
Send emails grouped by invoice group instead of individual invoices
Attach invoice group PDFs to outgoing email campaigns
Using Invoice Groups allows you to streamline your outreach and provide a clearer payment experience for customers who receive consolidated billings.
Requirements & Setup
To use this functionality, the following must be true:
NetSuite Configuration: Invoice Groups must be enabled and utilized in your NetSuite instance.
Feature Access: The "Invoice Groups" feature must be enabled within your Tesorio environment. If you do not see these options, please contact your Customer Success Manager.
View Grouped Invoices
You can identify and manage grouped invoices directly within the Invoices workspace:
The Invoice Group Column: Add the "Invoice Group" column to your view to see group numbers (e.g., GRP-001) associated with individual invoices.
Expanding Groups: Click the arrow next to an Invoice Group number to expand the row and view all individual invoices belonging to that specific group.
Group Details: Tesorio imports the total group amount, outstanding balance, and the specific due date assigned to the group in NetSuite.
Filter by Group Properties
To narrow down your workspace based on group data, use the filter bar to search by:
Invoice Group Number
Invoice Group Amount
Invoice Group Balance
Invoice Group Due Date
Invoice Group Status
Invoice Group Transaction Date
Using Group Data in Templates
You can pull group-specific information into your email body using dynamic variables:
Variable | Description |
{{group.number}} | The Invoice Group ID from NetSuite. |
{{group.amount}} | The total original amount of the group. |
{{group.balance}} | The current outstanding balance for the group. |
{{group.due_date}} | The payment due date for the group record. |
{{group.billing_address}} | The specific billing address associated with the group. |
You can find these variables under Invoice Group variables when creating an adhoc email or modifying an email template.
Invoice Group Number
Invoice Group Amount
Invoice Group Balance
Invoice Group Due Date
Invoice Group Status
Invoice Group Transaction Date
Emailing Customers
When communicating with customers regarding grouped invoices, you can consolidate your outreach to ensure they receive a single email for the entire group rather than separate notifications for every underlying invoice.
Invoice Groups in Campaigns
In the Email Campaign settings, you can set the "Group Invoices By" preference to Invoice Group. Tesorio will generate one email per Invoice Group.
If an invoice is not part of a group, the system will automatically group those remaining invoices by Customer, ensuring no items are missed.
Attach Invoice Group PDF to Emails
Tesorio pulls the official Invoice Group PDF directly from NetSuite. You can attach these PDFs to your customer customers in two ways from Tesorio:
Automated: In your Email Template settings, Attach the Invoice Group PDF from the attachments dropdown and all campaign emails leveraging this template will have the Invoice Group PDF attached.
Manual/ad-hoc: In the Email Manager, you can manually select the Invoice Group PDF from the attachments dropdown whenever a grouped invoice is selected.
