Creating Split Invoices

Split Invoices allow you to divide the total value of a Quote into multiple separate invoices – useful for progress payments or staged billing, or as a flow-on from Deposits.

How to Create a Split Invoice

After a Quote is accepted:

1. The full amount (100%) is initially available to invoice, labeled as READY.
2. Enter a percentage (e.g. 20, 50, etc.) into the input field.
3. Hit ‘Split Invoice’.
4. A new invoice with that percentage is set up and shown in the list.
5. Repeat to set up additional splits as needed.

Note: Split Invoices are only available when the Xero/QuickBooks > Create Invoices setting is set to ‘When I decide’.

Managing Split Invoices

For any invoice labeled READY, click the three dots icon (⋯) and select:

• ‘Create Invoice Now’ – to send the invoice to Xero/QuickBooks immediately.
• ‘Remove’ – to delete that invoice split from the list.

If you’re ready to invoice all invoices labeled READY, hit ‘Complete & Invoice’.

Viewing Item Allocation

Expand the ‘Show Items’ under any invoice to see how each Quote item is distributed. This is like a mini preview of what will appear on the Xero/QuickBooks invoice.

Understanding Item Quantities on Split Invoices

Split Invoices divide item quantities, not dollar values. This ensures that what’s invoiced always reflects a true portion of the work or goods being delivered, and keeps line items in sync with Xero/QuickBooks.

For example:

If your Quote includes a line item for 10 units, and you create a 50% Split Invoice, that invoice will show 5 units (half of the total). When you later invoice the remaining 50%, that invoice will include the other 5 units – together making up the full 10 units originally quoted.

This approach guarantees:

• Each invoice accurately represents the stage of billing.
• Line items stay aligned with your Quote and accounting system.
• Totals across all Split Invoices always add up to the original Quote.