Invoice Split Request Report

Overview:

In this article, we'll cover how to locate and utilize the Invoice Split Request Report. Please find the available resources below.

Permission Level:  Admin + Billing & Compliance

Report Details:

• This report provides a list of all current requests from agents for an invoice to be split with another agent or multiple agents.  Commonly used on any co-op marketing or team structures.
• Directly from the action button on report, these requests can be approved or rejected
• If an invoice split is approved, the system automatically voids the original invoice and creates new invoices for each agent that it is being split with.
• Ability to filter by invoice #, invoice item or who it was requested by

Additional Resources:

• Steps for how an Agent can Request to Split an Invoice
  
• Steps for how to Approve / Reject an Invoice Split Request 

Navigation:

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