Invoice Split Request Report

Overview:

In this article, we will cover how to run the Split Invoice Request report.  This report displays all agents’ requests to split invoices within the system. 

Permission Level:  Admin + Agent Billing 

Report Details:

• Quickly review, track, and manage pending invoice split requests
• Ability to click directly into invoice 
• Search or filter the list by Invoice #, Invoice Item, or Requested By to quickly find specific requests
• Export the report to PDF or download as a CSV/Excel file

Important to Know: When an invoice split is approved, the system automatically voids the original invoice and generates new invoices for each agent involved in the split.

Please find the available resources below.

• Need to request an invoice split? Review our Request Invoice to be Split instructions.

Quick Reference:

Link to Full Step-by-Step Guide