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Split Bills/Receipts
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In MakersHub, you can split bills into multiple instances should you need to code a line items in the bill to multiple ledger accounts, customers/jobs, classes, or partially approve a bill for payment.
You have two options to split bills based on your preference:
Split into multiple bills - This will create separate copies of a bill divisible by the number of copies made.
This is more common for bills with numerous items or if you wanted to partially approve and pay a bill.
Split to multiple item groups - You will still have one invoice, but MakersHub will make copies of the items and split them by the number of item groups selected.
This is most common when a bill does not have a long list of lines and needs to be coded across multiple accounts.
Split into Multiple Bills
Should you want to split a bill into multiple copies, select the down arrow next to the total and click Split into multiple bills.
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From here, you will be prompted as to how many copies you want to split the bill into. Enter a number and click Confirm.
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The bill will then be split into the copies you listed. In the example below, the invoice was split into three copies:
The invoice number was appended with SPLIT-1/3.
A note was added that the user split the bill into 3.
The quantities were divided by 3 the total amount. On SPLIT-3/3 a split adjustment was added to account for rounding.
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Split to Multiple Item Groups
Should you have a bill with line items that you want to split across various customers, accounts, or classes, you may use the Split to Multiple Item Groups function. This is similar to splitting a bill, but instead of having different copies of the bill, the lines are split on the same bill.
Should you want to split a bill into multiple copies, select the down arrow next to the total and click Split to multiple item groups.
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From here, you will be prompted as to how many lines you want to split the bill into. Enter a number and click Confirm.
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The bill’s line items will be divided into the number of lines you listed. In the example below, the bill’s line items were divided into three groups:
A note was added that the user split the bill into 3 groups.
The quantities were split into 3, and a split adjustment line was added for rounding.
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