Invoice splitting
Define additional invoice recipients and divide invoices to different recipients proportionally
The benefits of invoice splitting
Imagine that you have a large project for which you want to invoice services. However, you do not invoice all of your services to one recipient, but rather assign and calculate different partial amounts to different recipients. The additional feature "splitting of invoices" will help you. It offers the two basic features: On the one hand, it is possible to define several invoice recipients on a project in Vertec and on the other hand, invoices can be sent proportionally to different recipients via script.
How bill splitting works
In order to split invoices among several recipients, they are first stored in the project. For new invoice recipients, the invoice address is selected and the percentage that the recipient has in the invoices issued is specified. As soon as an invoice recipient has been added, a folder “Invoice Recipients” is created on the project. There, further invoice recipients can be added and the overview of the percentages can be viewed. The percentages must total 100%, otherwise the invoice division cannot be carried out correctly.
If a new invoice is created using the Invoice Splitting option, a dialog will appear with a summary of the planned splitting. A detailed description can be found in the article Additional Feature: Invoice Split on the Knowledge Base.
Knowledge Base articles
Prerequisites
Product line “Expert”
Module “Services & CRM”
