What this article covers:
What is Bill Split
When to use Bill Split
How to create a Bill Split rule
Saving and applying rules
What is Bill Split
👉 What does Bill Split do?
Bill Split automatically divides a bill into multiple line items based on rules you define per contact. Once Bill Split rule is set, every future bill from that contact is split the same way - without any manual input.
👉 Is Bill Split the right tool for me?
Bill Split is designed for recurring invoices - it saves rule against a contact and applies it automatically every time a bill from that contact is processed.
If you want to split a bill just once, use One-off Bill Split instead.
If you want to split an invoice into exactly two lines with a single defined amount and a calculated remainder, use Quick Split instead.
If you want to extract individual product or service line items from an invoice - use line item extraction instead, available on subscriptions that include line items.
👉 Is Bill Split supported for my integration?
Bill Split is available for Xero and QuickBooks only. It is not supported for FreeAgent or unconnected folders.
How to create a Bill Split rule
👉 How to access Bill Split?
Open the document
Click Automation
Switch to 'Line Item Automation'
Toggle on Bill Split Rules
👉 How to define the split?
You can use fixed amounts, percentages, or both together. Rules are applied in order: fixed amounts are deducted first, then percentages are applied to whatever remains.
Add Fixed Amount - specify a fixed amount to deduct from the bill total first.
Add Percentage Amount - specify one or more percentages to distribute the remaining amount after any fixed deductions.
Remaining amount - any amount not covered by your fixed or percentage rules is automatically added as a separate line item, coded using the supplier's default settings.
👉 What are the different save options?
There are three options depending on how broadly you want the rules applied:
Option | What it does |
Save & Apply | Applies rules to the currently open document and saves them as the default for this contact going forward. |
Save & apply to all ready | Applies rules to all documents from this contact that are currently in a Ready state, and saves them as the default for this contact. |
Save | Saves rules as the default for this contact without applying them to any existing documents. Rules will apply to future documents only. |
Once Bill Split is active, you will see a confirmation indicator in the document status area.
