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.

To Split an Invoice

  1. From the invoice detail page, click Split Invoice. The Split Invoice page is displayed.
  2. From the Split By drop-down, select one of the following options:
    • Percent: Select this option if you want to split the invoice based on the percentage for each split invoice. For example, the total invoice amount of the source invoice is $100 and you want to split it into two invoices based on percentages of 60% and 40% respectively.
    • Amount: Select this option if you want to split the invoice based on the amount for each split invoice. For example, the total invoice amount of the source invoice is $100 and you want to split it into two invoices based on amounts of $75 and $25 respectively.
  3. In the Number of Splits field, enter a value based on how many splits you want to create for the invoice.
  4. Select Auto Approve Split Invoices to auto-approve the split invoices on creation. 

  5. Uncheck the Generate Invoice Lines Summary checkbox if you do not want the split invoice to have an invoice line summary.

    Generate Invoice Lines Summary checkbox is selected by default if the parent invoice has already an invoice line summary.

  6. Under Split Invoice details, enter the following values:

    1. Split Percentage or Split Amount: Select a split percentage of the split amount for each split invoice.

      In the case of Split Percentage, the last split invoice rounds off the remaining amount so that the sum of all split invoices' percentages is 100%.

    2. Invoice Date: Select a date and time for each split invoice.
    3. Payment Term: Select a payment term for each split invoice.
    4. Bill To: Select an account for each split invoice.
    5. Location: Select a location for each split Invoice.
  7. Click Split Invoice. After the split is complete, a confirmation message is displayed. 
  8. Click OK. The source invoice with split invoices is displayed. You can see that the sum of total fee amount of all split invoices matches the total fee amount of the source invoice.

You can only split an approved invoice.

When you split an invoice, the status of the source invoice changes to Distributed status. The split invoices are created based on the values provided by the user. Split invoices are created with the same number of invoice line items as that of the source invoice. The amount for the split invoice is distributed based on the split percentage or split amount. Taxes are recalculated based for the split invoices and Destination Related A/R Transactions are created for each split invoice.

You can generate an invoice statement for a split invoice. To generate an invoice statement, refer to Generating an Invoice Statement. 

You cannot split an invoice if it is linked to a Wallet.

Re-splitting a Split Invoice

You can re-split your split invoices if you want to change the split invoices. To re-split an invoice, go to the source invoice and click Split. The Split Invoice UI appears. Splitting a split invoice is only allowed for source invoices that are in draft or distributed status. 

You can not re-split a split invoice once the split invoices are approved, credited, or paid.

Canceling a Split Invoice

You cannot cancel a single split invoice. If you cancel a split invoice, all the split invoices belonging to the same source invoice are canceled. After you cancel a split invoice, the status of the source invoice changes back to Approved status. Canceling a split invoice is the same as undoing a split.  

You can not cancel an approved split invoice if it has,

  • Applied payments or
  • Credit memos

Credit and Rebill on Split Invoices

You cannot perform credit and rebill action on Split invoices and Source Invoices in Distributed status

To perform credit and rebill, cancel all the split invoices and navigate to the source invoice. For more information, see Credit and Rebill.