Adding a Split Matter

 

  To add a new split matter

1. From the File menu, point to Data Entry and then select Client.
2. Click the Split Billing tab.
3. Click the Client ID button and select the desired main client.
4. Click the Add button to open the Split Billing Matter window.
5. Click the Split Matter ID button and select the desired split matter.
6. Enter the desired percentages for the split matter.
7. Enter the desired Statement Options settings for the split matter.
8. Click OK to return to the Split Billing tab.
9. Repeat steps 4-8 for each additional split matter.
10. Click on the toolbar to save the new split matters for the main client.

Note: Once you are ready to bill the clients, you must run the Perform Split Billing program prior to generating statements.

See also:	Toolbar Buttons
	Split Billing Notes
	Split Billing Overview