Billing Q&A: Undo Split Billing

August 2019    Tags: Clients, Costs, Fees, Split BIlling, Statements, Tabs3 Billing

I set up split billing for two clients where each party is billed 50%. It is configured to split the hours and then calculate the amount; However, I did not realize that the clients had different rates, so now the amounts do not match. Is there any way to make the amounts due even?

You can use the Undo Split Billing utility to undo a split. Once undone, the Split Fee Options can be changed to Split both Hours and Amounts and the split can be performed again.

To Undo Split Billing

1. From the Maintenance menu, point to Transaction Related and select Undo Split Billing.
2. In the Main Client ID field, select the main split billing Client ID (i.e., the client for which transactions were originally entered).
3. Select the appropriate Split Billing Ref #.
4. Click OK.

To make the split an even amount

1. From the File menu, point to Open and select Client.
2. Select the main split billing Client ID.
3. From the Split Billing tab:
   1. In the Split Fee Options section, select Split both Hours and Amount.
   2. In the Split Cost Options section, select Split both Hours and Amount.
4. Press Ctrl+S.

Now you can process your split billing again and it will split the hours and amounts evenly between the two clients.