Changing Fee Allocations

Created by Allison Cloyd, Modified on Wed, 18 Jan 2023 at 07:20 PM by Kylie Mitchell

This article explains how to change fee allocations whilst invoicing, when receiving payment, and afterward. 

 

Changing Fee Allocation when Invoicing

Fee allocation can be manually edited when creating a bill using the Fee Allocation tab.

 

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Income accounts, allocated amounts, and allocated percentages can be changed. The total allocated must be the total for fees and the split percent has to equal 100%.

 

Other fee earners can be added to further determine allocation.

 

 

Changing Fee Allocation for a Payment

When a payment is received, the allocation can be edited by selecting the edit icon for the invoice item (the little pencil).

 

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This launches the Receipt fee allocation screen.

 

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Here, the amounts and percentages can be edited. They must total the whole amount and 100%.

 

Changing Fee Allocations after receiving payment

Sometimes you need to change the fee allocation on an invoice after it has been paid. 

In this invoice, for example, there is a 50/50 split between Jane and Andy however another fee earner needs to be attributed 10% but the invoice has been paid.

 

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Go to Billing > Payments and find the receipt in relation to the invoice you want to change. Click on the client receipt and remove the payment against the invoice and choose "leave as unallocated payment" and then click save.


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Revert the invoice to draft.

Go into the draft invoice and change the fee allocations and click Save + Approve.

 Find the unallocated payment and allocate it to the invoice.




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