Splitting invoices over multiple debtors

Sometimes an invoice needs to be split across multiple debtors. Legalsense makes this easy to set up on the matter.

Add a debtor to a matter

1. Go to Matters → Matters and open the matter you want to add a debtor to.
2. Click Add debtor.

Matter page showing the Add debtor button.

Legalsense opens the add debtor form.

Add debtor form with a second debtor selected, its address filled in automatically, and the split type set to Percentage (50).

3. In the Debtor field, type the name of the debtor and select it.

Legalsense fills in the Address field automatically, based on the address entered when the debtor was created.

4. Set the Split type for this debtor.

You have three options:

• Full / remaining amount: this debtor is charged the remaining amount, that is, whatever is left after the amounts or percentages entered for the other debtors.
• Amount: enter a specific amount for this debtor to be charged.
• Percentage: enter a percentage for this debtor to be charged. For example, entering 50% charges this debtor 50% of the billable hours or agreed amount.

5. Click Save.