📄 How to Issue a Group Invoice in SabeeApp

The Group Invoice feature in SabeeApp allows you to create clear, well-organised invoices for group reservations.

Items are automatically grouped by Folio item category and room/reservation parameters, resulting in a compact and easy-to-read document.

💡 Note: You can issue a group invoice only for group reservations.

If you want to issue a group invoice for separate individual bookings, you must first group the reservations together.

For detailed instructions on how to do this, see our How to Create a Group Reservation article.

🔍 What Is a Group Invoice?

This feature lets you:

• Create a single invoice for all reservations in a group.
• Organise Folio items by type (e.g. Accommodation, Breakfast).
• Exclude certain items, such as City tax, if they are not routed to the group Folio.
• Generate a cleaner and more professional invoice for group bookings.

⚙️ How It Works

The group invoice works similarly to an individual invoice, but with one key difference:

The Group Invoice option is initially inactive because new group reservations typically don’t contain any active items in the group Folio.

When you hover over the inactive invoice option, a tooltip will explain why it isn’t available yet.

✅ How to Enable and Issue a Group Invoice

1. Route items to the Group Folio

   Move the desired Folio items (e.g. Accommodation, Breakfast) from individual reservations into the Group Folio.

   You can do this by Routing items or using the Collect Folio Items button.

   Example from the Individual page:

   

   Example from the Group page:

   

2. Leave unneeded items on individual Folios (optional)

   For example, City tax can stay on the individual reservations — it won’t appear on the group invoice.

   

3. Automatic categorisation

   Once items are in the group Folio, the system automatically categorises them for the invoice.

   📝 Example: If only Accommodation and Breakfast are routed to the group Folio, only these categories will appear on the group invoice. City tax will be excluded.

🗑️ Managing Invoice Item Categories

• Before locking the invoice, you can remove categories by clicking the trash bin icon next to them.

  

• After the invoice is locked, you can no longer modify the categories.

🚫 Individual Invoices After Routing

If all Folio items from a reservation are routed to the Group Folio:

• The individual invoice option for that reservation will be disabled.

• A tooltip will inform you that all items are now part of the group Folio.

  

🧾 Final Steps

Once the Group Folio is complete and all categories are set:

• You can finalise and issue the invoice from the Group Reservation page, just like an individual invoice.
• The same rules apply for locking, exporting, and sending the invoice.

If you need further help with routing Folio items or customising your group invoices, please contact our Support Team or check the Folio and Invoicing section in your SabeeApp Knowledge Base.