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splitfundingbypercent
Split Funding by Percent
Use the By Percent split funding option if the invoice amount is split by percent.
1. Open the Contracts screen
2. Find the contract where split funding applies, then click Edit
3. Change the drop-down box named Split Funding to By Percent
4. Go to the Funding tab, then right-click on the blank area of this tab and click New
5. Add the customers that split the invoice amount
Add all the customers that the bill amount is being split across along with the combined percentages so that the amount matches 100%
For example, see the screenshot below under point 7
6. In the Split column, double click the 0 and enter the percentage split of the invoice amount i.e. 50 for 50%
7. Press Enter on your keyboard to save each value
8. Click OK to save these changes
After following these instructions, ALWAYS check the invoices to ensure the split funding has been configured successfully
splitfundingbypercent.txt · Last modified: 2020/12/11 10:42 by dominich
