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Creating Percentage Split Bills

A Percentage Split Bill is a bill that is split between two or more Bill Entities; each Bill Entity is billed for a specified percentage of the bill. To set up a Matter to be billed in this manner, you must follow the steps outlined below.

  1. Create the new bill entities:

    a. If the entity does not exist after searching for it in the Entity manager program create a new one.

    b. Create the new entity in Entity Manager (Press the Entity Detail Button), create the new entity with the required information.

    c. With the new entity highlighted in "Entity Sort Name" press [Bill Entity], say YES to creating the Bill Entity, complete the required information.(Take note of the Billing Entity No.)

  2. Query the matter you want to change:

    a. Go the "Bill Ent" tab.

    b. Uncheck the current "Active" and "Billing Default" fields of the current billing entity.

    c. Go to a new Line in Bill Entity Relationship Description field. (Key in a description for this group of entities)

    d. Key in the effective date, check the "Active" and "Billing Default" fields.

    e. Go to Bill Entity No field, enter the new bill entity number created or select the new bill entity from the list of values.

    f. Key in the percentage and save your changes.