Conga Product Documentation

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Splitting an Invoice

You can split your customer's invoice into two or more invoices. Splitting an invoice is useful when your customers want to spread their payments across multiple invoices. Suppose your customer has a $100,000 invoice. The customer wants to make 3 payments for this invoice across multiple billing periods. You can split the invoice into 3 based on a percentage that equals 100% of the original invoice.

If the parent invoice already has an invoice line summary generated, the split invoice, by default inherits the same. You can control this behavior from the Split Invoice page and decide whether an invoice lines summary should generate for the split invoice or not.