The Grouped Invoice option on a Master Reservation generates a single consolidated Tax Invoice covering all charges across the sibling reservations within the Master.

Overview

A Master Reservation groups multiple individual reservations under a single parent record. Each sibling reservation holds its own account, and the Master itself has a consolidated account that reflects the total charges and payments across all siblings.

The Grouped Invoice creates a single Tax Invoice that consolidates the charges from the selected Master Reservation accounts into one document.

This is useful when a Company, Travel Agent, or group leader requires a single invoice covering the entire reservation rather than separate invoices per room or sibling reservation.

Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

Please Note! The Grouped Invoice on a Master Reservation is distinct from the Grouped Invoice Action in the Batch Invoice Utility (Utilities > Batch Invoice Run).
The Batch Invoice Utility is a bulk invoicing tool for processing multiple unrelated accounts in a single run. The Grouped Invoice on a Master Reservation is accessed directly from the Master account and applies specifically to the sibling reservations within that Master.

Before You Begin

For the Grouped Invoice to consolidate accommodation charges across all sibling reservations, Rate on Master should be set to Yes on the Master cover page.

When Rate on Master is set to Yes, all accommodation charges are created on the Master account, enabling a single Tax Invoice to cover all charges for the group.

Tip! If Rate on Master is set to No, accommodation charges are held on individual sibling reservation accounts. You can still generate a Grouped Invoice, but the invoice will only include charges posted to the Master account - not charges sitting on individual sibling accounts.

Please Note! An invoice must be created before the Grouped Invoice option becomes available.

Guide

Create an Invoice

Open the Master Reservation in RMS.

1. Navigate to the (Master) tab.
2. Select the Accom Account.
   
    
3. Select Invoice.
4. Select Create Invoice.
5. Select the required option - Print, Thermal Print, Email or Email and Print.
   (If the charges do not yet created on the Account, select Charges > Create Rate).
   (Set the Bill To option as needed, prior to creating the invoice).
   
    

Grouped Invoice

Open the Master Reservation in RMS.

1. Navigate to the (Master) tab.
2. Select the Accom Account.
   
    
3. Right click on an existing Invoice number.
4. Select Grouped Invoice.
   (The Grouped Invoice option will appear even if no invoice has been generated yet. Please make sure to generate the invoice before trying to create the Grouped Invoice).
5. Select the required option - Print, Thermal Print, Email or Email and Print.
   

Example

Important! Once a Tax Invoice is created, all transactions included in that invoice are locked from changes. To modify a charge after a Grouped Invoice has been created, the invoice must be cancelled first. A list of cancelled invoice numbers is available in the Invoice List Report.

Related Articles

• Managing Master Reservations
• Master Reservation Proforma Invoice
• Rate on Master
• Tax Invoices
• Batch Invoice Utility