Split Billing is the division of an invoice for services and expenses between multiple parties.
To enable this feature scroll click New Matter from the Quick Add menu or navigate to the Matters section and click + in the action bar.
NOTE: Split Billing cannot be enabled after invoices or retainers have been created or applied to the Matter.
- Scroll down to the Billing section and slide the Split Billing toggle to the right.
Preferred Billing Method
You can also specify the Preferred Billing Method for each Client.
Invoicing Split Bill Matters
When invoices are generated after Split Billing has been configured on the Matter-level, a unique invoice for each billing client is created with its own unique invoice number. Each invoice will include the Matter, as well as each individual billing clients’ contact information.