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.

Upon completion of the split, the source invoice is marked as Distributed and its invoice lines are set to Canceled. The newly generated invoices and their respective line items are created in either Draft or Approved status, depending on the configuration of the Auto Approve Split Invoices setting. The new invoices are automatically related to the source invoice, maintaining traceability across the split. Additionally, the Invoice Lines Summary is generated in accordance with the selection made for the Generate Invoice Lines Summary checkbox.