Learn how to configure and use the Group By feature in HTML invoice templates to organize data tables effectively.

1. Configure a data table for the invoice in the HTML template editor with the following columns: You can see Configure data tables in HTML templates for more details on how to configure a data table by adding different columns.

   • Subscription Number

   • Charge Name

   • Charge Number

   • Service Start Date

   • Service End Date

   • Charge Amount

   • Tax Amount

   • Total

2. In the Group By subsection, click Add in the Field column, and configure the following information in the Add Group By dialog that is displayed:
   1. From the Field list, select Subscription: Subscription , and then select Name from the displayed drop-down list. The Subscription.Name field is used to group the records in the data table, and the subscription numbers in the preceding table represent the corresponding subscription names of the invoice.
   2. In the Group Alias field, enter a name for the group, for example, Subscription Name .
   3. Click Add to save the grouping configuration.
3. Click Preview to switch from Edit Mode to Preview Mode. The Preview Settings pane is displayed on the right of the page.
4. In the Preview Settings pane, select the account that contains the invoice from the Account list, and then select the invoice from the Invoice list. The data table with detailed information is displayed in the HTML template. In the Subscription Number column, cells with the same subscription number are grouped together, as shown in the following table:

   Subscription number	Charge name	Charge number	Service start date	Service end date	Charge amount	Tax amount	Total
   AS-001	Charge 1	C-001	2021-01-01	2021-01-31	10	1	11
   	Charge 2	C-002	2021-01-01	2021-01-31	10	1	11
   AS-002	Charge 3	C-003	2021-01-01	2021-01-31	10	1	11
   	Charge 4	C-004	2021-01-01	2021-01-31	10	1	11