How to setup split billing projects for clients-matters

This article will show you how to setup split billing for clients. Split billing provides the option to a firm to split a bill between multiple clients-matters. Click on Clients & Matters under the Clients tab.   First of all, please ensure that the ‘Master Matter’ (i.e. the parent Matter) that Read more

How to generate and edit draft invoices for split billing projects

To generate and edit draft invoices for split billing projects: Generate: Click on Drafts under Invoices tab.   Click on New Draft Invoices button.   Specify the category you wish to create a draft invoice for: All Clients All Matters My Matters Responsible Staff Member   Choose the ‘Master Matter’ (i.e Read more