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Knowledge BaseCreating a Split Invoice
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Creating a Split Invoice

  • 3/02/2026
  • Knowledge

How To
 

Learn how to split an invoice among numerous debtors while LEAP creates each receipt individually when payment is received.

  • Desktop
  • Web

Matter Level Split Invoice Settings

 
 
Click to edit heading

You are now able to automatically split all invoices for a matter.

  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Click Matter Details.

  4. Click the Accounting tab.

  5. Tick Auto-Split Invoices.

    The Edit Split Settings window will open.

  6. By default, the Card set to Debtor for Accounting on the matter will appear in the first row.

    Cards can be added by clicking Add Card.

  7. To Change or Delete a card, right click the card and select the required option.

  8. Enter the Percent amount.

 
Click to edit heading

Clicking User-added image  will give you options to split the balance evenly between cards or apply the remaining balance automatically.

  1. (Optional) Click Reset to remove all entered Percent figures.

  2. When you are done, click Apply.

 
Click to edit heading

You are able to edit the split invoice settings at anytime by clicking Edit Split Settings via Matter Details > Accounting.

Creating a Split Invoice

 

  1. Open the matter.

  2. Click LEAP Accounting.

    LEAP Accounting will open in a new window.

  3. Click the Office Accounting > Payments & Debtors tabs.

  4. Click New Invoice on the toolbar.

  5. Click  next the Invoice To field to open the Split Invoice window.

 
Click to edit heading

On a Draft Invoice, clicking  will allow you to apply, modify, or remove a split.

On a Finalised Invoice, clicking  will only allow you to view the split.You will not be able to modify it.

  1. By default, the Card set to Debtor for Accounting on the matter will appear in the first row.

    Cards can be added by clicking Add Card.

  2. To Change or Delete a card, right click the card and select the required option.

  3. Split the invoice by Percentage or Amount.

 
Click to edit heading

Clicking User-added image  will give you options to split the balance evenly between cards or apply the remaining balance automatically.

  1. Click Apply.

    You will be taken back to the New Invoice window. See our Creating an Invoice article for more information.

 
Click to edit heading

Once a split invoice has been created on a matter, other areas of the matter will reflect this change accordingly. These include:

  • Filtering - a filter User-added image will be added to the Debtors and Credit Ledgers so you can sort the list by each debtor
  • Receipting - each debtor will appear on a separate line with the same Invoice No. showing the split
  • Adjustments - a Select a card prompt will appear before adjusting the invoice
  • Credits - a Select a card prompt will appear with each line attributed to a debtor
  • Trust to Office - each debtor will appear on a separate line with the same Invoice No. showing the split
  • Emailing - a Select a card prompt will appear before emailing the invoice
  • Printing - a Select a card prompt will appear before printing the invoice
  • Invoice mailing - an invoice for each debtor will be printed and/or attached to the email
  • Overdue invoices - a new invoice for the interest amount will be created for each debtor when it's run
  • Statement mailing - a Statement of Account for each debtor will be printed and/or attached to the email
  • Statement Sharing via LawConnect - the shared Statement of Account or Debtors Ledger is filtered for the debtor's split amounts for Invoices, allocated amounts for Adjustments, as well their amount paid and the total amount and balance

  1. Open the matter.

  2. Hover over the Office Accounting tab and click Payments & Debtors.

  3. Click New Invoice.

  4. Click splitinvoice  next to the Invoice To field to open the Split Invoice window.

 
Click to edit heading

On a Draft Invoice, clicking splitinvoice will allow you to apply, modify, or remove a split.

On a Finalised Invoice, clicking splitinvoice will only allow you to view the split.

  1. By default, the Card set to Debtor for Accounting on the matter will appear in the first row.

    Cards can be added/replaced or removed by clicking icon.

  2. Split the invoice by Percentage or Amount.

  3. Click Update.

    You will be taken back to the New Invoice window. See our Creating an Invoice article for more information.

 
Click to edit heading

Once a split invoice has been created on a matter, other areas of the matter will reflect this change accordingly. These include:

  • Filtering - a filter filter will be added to the Debtors Ledger so you can sort the list by each debtor
  • Receive payments - each debtor will appear on a separate line with the same Invoice No. showing the split
  • Adjustments - a Select card prompt will appear before adjusting the invoice
  • Credits Ledger - a Select card prompt will appear with each line attributed to a debtor
  • Trust to Office Transfer - each debtor will appear on a separate line with the same Invoice No. showing the split
  • Emailing - a Select card prompt will appear before emailing the invoice
  • Printing - a Select card prompt will appear before printing the invoice
  • Invoice mailing - an invoice for each debtor will be printed and/or attached to the email
  • Overdue invoices - a new invoice for the interest amount will be created for each debtor when it's run
  • Statement mailing - a Statement of Account for each debtor will be printed and/or attached to the email
  • Statement Sharing via LawConnect - the shared Statement of Account or Debtors Ledger is filtered for the debtor's split amounts for Invoices, allocated amounts for Adjustments, as well their amount paid and the total amount and balance
Last Modified Date
3/02/2026 2:43 pm
Title
Creating a Split Invoice
URL Name
Creating-a-Split-Invoice-NZ

Resolution
Office Accounting
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Creating a Split Invoice