Splitting an Installment

Each Installments Invoice may be billed to more than one entity.

To Split an Installment

1. Click the Details icon of the client.
2. Click the POLICIES link on the Client menu.
3. Click the Details icon of the appropriate policy.
4. Click the transactions tab.
5. Click the Details icon of the unposted installment invoice to split.
6. Click edit invoice header.
7. Change the number of billings to the number of entities splitting the installment.

8. Click OK.
9. Click on the compound billing schedule link in the Quick Navigation.  A new installment schedule will be generated, click OK.

10. This installments invoice is now split between the number of billings, with all installments being billed to the entity shown in the header.
11. The Entity for each installment can be changed:

• Click the Bill To icon
• Chose entity
• Click next
• Select name, location & contact from the drop-down boxes
• Click next
• Click OK  to confirm change
• Close the installment schedule window by clicking the X in the upper right corner of the window.

12. The invoice will post on print date (or tonight, if date is in the past).
13. Each installments invoice will need to be split if the split applies to all.

Related Topics

Installment Billing

Delivery Option for Installments

Endorsements and Installment Billing