Manage Invoice Groups

Organize facilities into billing groups and manage each group’s billing contact, address, and payment method.

Note: Billing access is based on your user role. See User Roles and Permissions for more information. If you do not have permission, please reach an Admin or Owner on your account to have a user account created for you.

Billing Email: To update the billing contact for all invoices, go to Settings → Company → Billing Contacts. To use a different billing email for a specific invoice group, enter the email in the Billing Email field for that group.

Manage Invoice Groups

Invoice groups allow you to organize facilities for billing purposes. Each group can have its own billing email, billing address, payment method, and tax eligibility. Invoice groups are useful when:

Different facilities need separate invoices.
Different payment methods are used for different facilities.
Invoices need to be sent to different billing contacts.
Facilities require different billing addresses for applicable tax determination.

Important: Applicable tax is calculated using the billing address assigned to each invoice group. If an invoice group does not have a billing address, the primary company address under Settings → Company is used. Confirm that each billing address is complete and accurate so applicable taxes can be calculated using the correct information. Updating an address does not guarantee a change in tax treatment.

For additional information, see DaVinci Lock®: Subscription FAQs.

Default Invoice Group

Facilities that have not been assigned to another invoice group remain in the Default group. The Default group uses the company-level billing information and default payment method.

Select the Default group to review its facilities and reassign them as needed.

Create an Invoice Group

Sign in to the DaVinci Lock Web Portal and select Billing -> Invoice Groups.
Select New Group.

3. Enter a name for the group.
4. Enter the billing email and address information.
5. Save the invoice group.

If optional billing information is left blank, the group uses the company’s default billing information.

Reassign Facilities

Sign in to the DaVinci Lock Web Portal and select Billing -> Invoice Groups.
Open the invoice group containing the facility by clicking on the group.
Locate the facility in the Facilities table.
Use Reassign to to select the new invoice group.

5. Save or confirm the change.

Reassignments take effect on the next invoice. To place a facility on its own invoice, create a separate invoice group and assign only that facility to it.