Request Invoice to be Split

Overview:

In this article, we will outline the steps for an agent to request that a current open or overdue invoice be split with other agents. This function is commonly used within teams that wish to split responsibility for an expense.

Important to Know: Submitting a request does not guarantee approval. The Admin team must review and approve the request before the invoice will be officially split.

Please find the available resource below.

Quick Reference:

Link to Full Step-by-Step Guide