Request Invoice to be Split
7 steps
|
36 seconds
1
Select "Invoices"
2
Click the Action button on the invoice you want to split
3
Select "Request Split" to proceed
4
Select the agent you want to split this invoice with
5
Specify the percentage to split this invoice
Alert! Update the allocation to ensure the invoice split adds up to 100% (e.g., set each agent to 50% for an even split).
6
Click the “Comments” field to add any notes or context
7
Click "Request"
Alert! Submitting a request does not guarantee approval. The Admin team must review and approve the request before the invoice will be officially split.
