Customer Split Billing
The Use Customer Split option is located on the Project Card > Invoicing FastTab and is used to split a Project’s billing into multiple invoices to send to different Customers.
Once the Use Customer Split option is enabled (yes/true), click in the field Customer Split Percent to open the Customers Related to Project page and enter the Customers and the percentages assigned to each. The chargeable entries for the billing Project are split into separate invoices for each Customer according to the percentages.
| Field Name | Description |
|---|---|
| Customer No. |
Specifies a valid Customer Number to use as for splitting the invoice. |
| Description | Specifies the Name of the Customer. |
| Percentage | Specifies the percentage of the invoice to allocate to this Customer. |
| % of Split Billing | Specifies a Percentage of the split billing on the Sales Invoice line. This field is shown in: |
| - Project Ledger Entries | |
| - Sales Invoice | |
| - PM Sales Line | |
| - Posted Sales Invoice | |
| -PM Posted PM Lines on the Posted Invoice | |
| - Sales Credit Memos | |
| - Posted Sales Credit Memos | |
| - Invoice Suggestions > Related Information >Invoiced Entries. |
For more information, see: