Splitting bill lines : Support Portal

How to split invoice lines Print

Created by: Irina Kavchik

Modified on: Wed, 22 May, 2024 at 2:27 PM

Overview:

Use the Split feature to divide invoice line into two or more separate lines in Ocerra. Learn how to split the line by percent and quantity.

To split invoice line navigate to the invoice and click on the plus "+" symbol on the line to see a split icon function:

IMPORTANT: This function do not relate to PO (Purchase Order) line and won't split Purchase Order line.

Select the number of lines you need to split each line in to. Each line can be split in to 2-9 lines.

To split by percentage, toggle on the percent switch and adjust the percentage for each line. The system will calculate it for you accordingly.

To split by quantity - make sure the percent is toggled off. Adjust the quantity accordingly.

How to video example:

Irina is the author of this solution article.

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