Frequently Asked Questions

INVOICING - Split Billling a Field or an Order
Last Updated 6 years ago

Set DEFAULT split billing on a FIELD:

  • Find the field on your profile tree in the customers tab, right click on field name and select, "Set Default Splits".
  • A popup window will then allow you to add customers that will share billing.
  • Splits will be divided evenly, but to adjust percentage, doubleclick on amount and enter desired split (any % is allowed as long as the total equals 100%).
  • By setting this default in advance, any orders placed for this field will use the designated settings automatically. If the splits change, these can be edited in the default settings and/or edited at the order level.
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Set split billing on an ORDER.

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Step by Step Instructions:

  • In either the create/edit order screens or the order completion screen, choose edit billing information (green dollar sign).
  • Checkmark field(s) from list of fields at top.
  • Select additional billing entity from billing entity dropdown and click Add to Custom Grid.
  • If another billing entity is required, select billing entity from dropdown and click Add to Custom Grid.
  • Splits will be divided evenly, but to adjust percentage, doubleclick on amount in the % share column and enter desired split (any % is allowed as long as the total equals 100%).
  • Click save to apply the billing changes.

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