Overview
Split Billing allows you to divide an invoice by percentage between two or more linked contacts, streamlining the billing process for cases involving multiple payers. The invoice will clearly indicate what each party owes, making payment collection fast and reliable.
Creating Split Bills
You can enable and configure Split Billing when generating an invoice.
Enable the Split Billing toggle in the invoice editor.
Assign your split contacts- the first split contact will populate automatically, then you can choose from all contacts linked to this case.
Assign your split percentage- the split will be even by default, but you can edit the percentages manually. The dollar amounts will update accordingly.
Optionally, check “Hide Personal Info on Invoice.” When checked, the address for each split contact will be excluded from the invoice, ensuring that sensitive personal information is not shared.
Note: Split Billing is not supported when there are less than 2 linked contacts, a payment plan, or payments on an invoice.
Invoices configured with Split Billing will include a Split Billing Summary towards the bottom of the bill. For each split contact you’ll see a row with their name, percent and dollar amount owed, payments already made, and their remaining balance due. If you’ve chosen to hide their personal information during split setup, names and addresses will be removed from the top of the invoice.
You can share a split bill like you would any other invoice: via text, email, or the client portal. All split contacts will receive the same invoice, as well as automated payment reminders when applicable.
Paying Split Bills
Split bills can be paid like any other invoice- from Trust or Credit, electronically by the client, or via in-office payments.
Payments from Trust/Credit
Trust/Credit payments can only be applied to split bills once the invoice is saved. Simply click the record payment button, enter the invoice details if necessary, and use the From Trust Account or From Credit Account tab. Once a split contact is selected, the page will reflect client-specific balances.
Electronic Payments
Clients can pay split bills electronically like they would any other invoice. The payment page will automatically update to reflect only their owed amount, ensuring clients are billed accurately for their portion of services.
If someone other than the split contact is making a payment (i.e., a parent or spouse on behalf of the client), they will select who to allocate their payment to before submitting it.
In-Office Payments
Apply in-office payments to split bills using the record payment button. Once you've selected your payment type and your split contact, the page will reflect client-specific balances.
Viewing Split Bills
Split billing was designed to integrate seamlessly with existing dashboards and reports. Invoice tables and lists will display one row per split contact so that you’re able to easily identify client-specific totals, payments, and outstanding balances. So, you may see the same invoice number show up more than once.
FAQs
Can I set up payment plans for split bills?
You cannot currently set up payment plans for split bills.
Can I apply trust funds to split bills?
You can apply trust funds to split bills once the invoice is saved using the record payment flow. You cannot currently apply trust funds during invoice creation when split billing is enabled.
Can I reconcile a LawPay payment to a split bill?
Yes, from the Payments > Transactions page.
Will MyCase automatically populate my split configuration when I create a new invoice?
No, at this time you will need to manually enter your split configuration when creating a new invoice.