What does everyone do when a customer decides they want to switch away from Grouped Invoices? Apparently, you can't uncheck the box on the customer record if there are existing sales orders or invoices that have the "For Invoice Grouping" box checked, regardless of whether they are open or not. This seems like a major limitation.

Your options are Make a sub customer of the existing one to keep some form of link and use that to transact with going forward Make a new customer record and transact with that Make a customisation that will untick the "for invoice grouping" box when creating a sales order for that customer (not recommended) but would allow you to keep transaction history

thank you @Ixion. I like the subcustomer idea. Similarly, wondering if we could create a new customer record with the "grouped invoices" box unchecked and then merge the old customer into it. There's a chance that the merge may fail, but may give that a try. If not, your solution is a good solution.

Never looked at this particular field during a merge operation but my assumption is that as it carries every sublist value over in a merge operation; so i'll be interested to know if this preference carries over