Split Billing allows you to divide the invoiced amount for services and expenses on a singular matter between multiple parties.
First, make sure Split Billing is enabled on the Matter-Level. This can be done when you are creating the matter under the Billing section.
After you create the Matter, you will see a new tab labeled "Split Billing." Click on that tab to set up the clients that will be billed for this Matter, along with their percentages and any other details for their invoices.
Specify how the fees and expenses will be divided among all billing clients. The total must add up to 100%. Since a fee or expense may not divide evenly based upon set percentages, the Remainder toggles need to be set on each for one client.
Rate Cards can be applied individually as opposed to on the Matter level. Split billing will take the Rate Cards associated with each billing client into account and adjust the invoice accordingly.
Preferred Billing Method
You can also specify the preferred billing method for each client.
Invoicing Split Bill Matters
Once your Split Billing has been configured on the Matter-level, you can generate invoices as you normally do. It will generate a unique invoice for each billing client listed with its own unique invoice number. Each invoice will include the Matter, as well as each individual billing clients’ contact information.