Splitting Invoices

Sometimes a job/project needs to be split and invoiced to multiple parties with the invoices containing the same invoice line details.

Within Abtrac you’ll create the first invoice with the total amount and then split that invoice and amount between multiple parties.

How this works

This feature works by taking the invoice line amounts and then splitting them based on the percentage setup in the Job/Project.

The original invoice will have the time assigned to it and the split invoice will just have the split invoice line amounts (no assigned time).

This will not update settings in the invoice lines themselves such as the rates, progress claim amounts etc.

Step 1: Setup the Job/Project

Load the Job/Project, and go to the Job/Project Billing Details screen.

Click the button shown below to add multiple addresses for the invoice.
SplitInvoice1

Click the plus button to add your different recipients and set the relevant percentage.

SplitInvoice2.png

 

Step 2: When invoicing

At invoicing time, first create one invoice for the total amount. Then click on the split invoice button. The single invoice will be split and multiple invoices are created based on however many recipients with the relevant percentages as you have set up in the job/project screen.

SplitInvoice3

You can then send these individual invoices to the relevant people the same way you would a single invoice.