Overview
Split fee billing arrangements are setup at the matter level and applied to pre-bills based on each matter. Split fee billing is only supported for matter level billing.
How To View Payment Allocations For Split Bill Arrangement Invoice
Go to the Payments list page by clicking the "Payments" link in the left navigation bar.
On the payments list page, by the table row "Actions" column, click the "..." three dots icon.
Click "View Allocations"
In the Allocated tab, you will see all invoices where the payment has allocated funds.
Click on the word "Split" below the invoice number in the "Invoice Number" column.
A right side panel will open which will display the following for each billing party:
Billing Party Name
Billing Address
Fee Amount
Expense Amount
Description
Note
Invoice PDF link
Payment Amount
In the Payment Amount column, you will see how much was paid to each billing party. You will see a "Receive Payment" link if the billing party still owes a portion of the bill.
Note: If the billing party has already satisfied payment for their portion of the bill, then the "Receive Payment" button will not display and the payment amount shows how much they have paid for the bill.
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