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:

Using Invoice Groups allows you to streamline your outreach and provide a clearer payment experience for customers who receive consolidated billings.

To use this functionality, the following must be true:

You can identify and manage grouped invoices from the Invoices workspace or the Invoice Groups workspace.

The Invoice Groups workspace specifically shows you Invoice Groups that synced over from NetSuite. Like other workspaces, users can configure the workspace using columns and filters including Invoice Group custom fields from NetSuite.

Tesorio supports tags, notes, and attachments in the drawer.

You can also view the invoice group directly in NetSuite by clicking the View in NetSuite link at the top of the drawer.

Tip: Add the Invoices and Invoice Group columns to the workspace to expand and view the invoices in each group.

The Invoices workspace allows you to add an Invoice Group column or filter by various Invoice Group filters.

To add the Invoice Group column to the workspace, select Manage Workspace and navigate to the column tab. Find Invoice Group and select it.

You can now see the column in your workspace. Click the arrow next to an Invoice Group number to expand the row and view all individual invoices belonging to that specific group.

Tesorio imports the total group amount, outstanding balance, and the specific due date assigned to the group in NetSuite.

To narrow down your workspace based on group data, use the filter bar to search by:

Tesorio supports custom invoice group fields that exist in NetSuite. To enable these in Tesorio, navigate to Administration > Company > Custom Fields and select Invoice Groups.

Toggle on the fields you want to use in Tesorio and whether you want them to be variables in your email and note templates. See this article for more information on custom fields.

You can pull group-specific information into your email body using dynamic variables:

You can find these variables under Invoice Group variables when creating an ad-hoc email or modifying an email template.

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.

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.

Tesorio pulls the official Invoice Group PDF directly from NetSuite. You can attach these PDFs to your customer customers in two ways from Tesorio: