Creating a Split Invoice

14/01/2026
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

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

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Matter Details.
Click the Accounting tab.
Tick Auto-Split Invoices.

The Edit Split Settings window will open.
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.
To Change or Delete a card, right click the card and select the required option.
Enter the Percent amount.

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

(Optional) Click Reset to remove all entered Percent figures.
When you are done, click Apply.

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

Creating a Split Invoice

Open the matter.
Click LEAP Accounting.

LEAP Accounting will open in a new window.
Click the Office Accounting > Payments & Debtors tabs.
Click New Invoice on the toolbar.
Click next the Invoice To field to open the Split Invoice window.

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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.

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

Click Apply.

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

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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 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
RapidPay - payment reminders and instalment plans will not work with split invoices, you will receive a warning except for instalment plans where those affected invoices or statements won’t appear on the display at all

Open the matter.
Hover over the Office Accounting tab and click Payments & Debtors.
Click New Invoice.
Click 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. You will not be able to modify it.

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 .
Split the invoice by Percentage or Amount.
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 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
Online Payments - certain Online Payments features are not be supported for split invoices.

Last Modified Date

14/01/2026 5:15 pm

Title

Creating a Split Invoice

URL Name

Creating-a-Split-Invoice-AU

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