What is Split Billing?

Split Billing is the division of an invoice for services and expenses between multiple parties.
 

Enabling Split Billing for Your Matter

Split Billing can be enabled at matter creation, or after the matter has been created in the Matter Options. It cannot be disabled after split, nor can it be enabled if an invoice has already been created.

To enable this feature when creating a new matter, click New Matter from the Quick Add menu or navigate to the Matters section and click + in the action bar.
 

Scroll down to the Billing section and slide the Split Billing toggle to the right.

 

Enabling Split Billing on existing matter

If Split Billing was not turned on at the time the matter was created, you can enable it afterwards by going to the matter details page and clicking on the Options tab.

 

*Note: Split Billing cannot be enabled if there are existing invoices already in the matter. Any invoices would need to first be deleted prior to enabling the split percentages.

 

Under your Matter options, scroll down until you see the phrase "Enable Split Billing." Click on that to turn it on within the existing matter. Once a matter is converted to a Split Billing matter, this cannot be undone.

 

 

Split Billing Tab 

After the Matter is created, or once Split Billing has been turned on, a new tab labeled Split Billing displays.

 

The first Client field defaults to the Primary Client of the Parent Matter. Add as many additional billing clients as needed by clicking Add more rows.

Specify how the fees and expenses will be divided among all billing Clients. The total must add up to 100%. The remainder for fees and expenses must be specified to a client, even if a fee or expense divides evenly based on set percentages. The rates applied are based on the parent matter rate found in the Matter's Options.

Disabling Split Billing

If Split Billing is no longer needed on a matter, you can set the fees and expenses to 100% for a single party. 

Deleting a party from the Split Billing Tab will remove all the associated data from the matter, including invoices.

The deleted data cannot be restored

 

Preferred Billing Method

You can also specify the Preferred Billing Method for each Client. 

Sub/Child Matters

*Note: If you change the Matter number on the child matters to match the parent matter, this may lead to some confusion when reviewing retainers and applying them to invoices.

Approving Invoices for Split-Billed Matters

In Firm Settings, under the Billing & Accounting tab, Billing Options, you have the option to "Split Invoices on Approval."  When enabled, a single draft invoice will be created for review.  Upon approving the invoice, new invoices for each party will be created according to their respective splits.  

If the above is disabled, a unique invoice for each party is created with its own invoice number according to their respective splits. Each invoice should include the Sub/Child Matter information, as well as each party's billing contact information.

All AR balances are tied to the Primary Client in the Sub Matter, and not the Parent Matter.

Any Retainers must be deposited to the sub matter in order to be applied to the appropriate invoices.