Overview
Split fee billing arrangements are setup at the matter level and applied to pre-bills based on each matter. Split fee billing is only supported for matter level billing.
How To View Split Bill Arrangement For Final Invoice
Go to the Invoices list page by clicking the "Invoices" link in the left navigation bar.
On the invoices list page, you will see a column for "Invoice Number" which will display the final invoice number.
If the invoice has a split fee bill arrangement applied, you will see the word "Split" under the invoice number
Click on the word "Split" below the invoice number in the "Invoice Number" column.
A right side panel will open which will display the following for each billing party:
Billing Party Name
Billing Address
Fee Amount
Expense Amount
Description
Note
Invoice PDF link
Payment Amount
Click on the "Print" link in the Invoice column.
You will get a pop up window that will display the invoice PDF.
At the bottom of the invoice PDF, you will see a Split Billing Summary section which will show each billing party's amount due for the bill.
How To Pay Split Bill Arrangement For Final Invoice
Go to the Invoices list page by clicking the "Invoices" link in the left navigation bar.
On the invoices list page, you will see a column for "Invoice Number" which will display the final invoice number.
If the invoice has a split fee bill arrangement applied, you will see the word "Split" under the invoice number
Click on the word "Split" below the invoice number in the "Invoice Number" column.
A right side panel will open which will display the following for each billing party:
Billing Party Name
Billing Address
Fee Amount
Expense Amount
Description
Note
Invoice PDF link
Payment Amount
Click on the "Receive Payment" link in the Payment column.
Note: If the billing party has already satisfied payment for their portion of the bill, then the "Receive Payment" button will not display and the payment amount shows how much they have paid for the bill.
Alternatively, on the Invoices list page, in the table row from the "Actions" column, click the "..." three dots icon. Click "Receive Payment".
You will be redirected to the New Payment screen.
On the New Payment screen, fill in the details for the payment.
Client select dropdown should be pre-populated based on the invoice
Matter select dropdown should be pre-populated based on the invoice
Invoice select dropdown should be pre-populated based on the invoice
Select the Payer which will be one of the billing parties who will be paying the invoice.
When the select billing party is selected as Payer, and they still owe an amount for their bill arrangement portion of the bill, then you will see a link on the right side of the page for "Pay Split Amount: $xxx.xx" with the amount they are expected to pay for the total bill. There will also be a "View Arrangement" link to view all the billing parties bill arrangement details.
Check whether you would like to "Auto-Allocate Payment?"
Click "Save"
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