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How to create a Split Billing Rule

Created on  | Last modified on 

Summary

What is the purpose of the Split Billing rules feature and how does it work? Split Billing allows a firm to split fees and/or costs between one client (primary), and one or more secondary clients automatically.

Description


Resolution

Common uses of the Split Billing Rules feature include:


  • Insurance companies - Situations where both the client and the insurance company assume responsibility for any charges the client incurs
  • Divorce cases - Both parties involved may be responsible to for fees and/or cost charges as a result of a divorce. These charges can be divided, and each person billed separately. NOTE: A client can only be a part of one split billing rule at a time.

To create a Split Billing Rule:

  1. Click on Bills, Split Billing Rules...
  2. Click on the New (Yellow plus sign, +) button in the Primary Client rules section
  3. Select the Primary Client from the drop down list. You will also be able to make other primary Split Billing options from this window (recurring, bill formatting, etc.). Then click OK
  4. Click on the New (Yellow plus sign, +) button in the Secondary Client rules section
  5. Select the Secondary Client(s) from the drop down list, and set the percentage of charges/and or expenses the secondary client(s) will be responsible for. Then click OK
  6. Repeat steps 4 and 5 to add multiple secondary clients. Then click DONE
    NOTE: All slips that are to be accounted for under Split Billing must be created for the Primary Client.
  • The Timeslips Split Billing function includes:
    • An unlimited amount of secondary split billing clients
    • Multiple split-billing setup views
    • Custom text fields describing the split billing setup or case name
    • The ability to have one total combining both time and expense charges, or separate time and expenses for the secondary clients
    • The Original value of the slip can be shown on the bill, or the slip value after the split billing rules take effect
    • Recurring split billings
    • A split-billing table that may be added to the bill, showing the setup information, names of other secondary clients, totals, and payments
    • Multiple reports showing all split billing information


Note: Split Billing for Electronic Billing (LEDES 1998B, for example) clients can pose issues
  • The industry standard format does not have provisions for individual slip adjustments on a line-by-line basis.
  • Current versions of Timeslips will create bills for each client showing the entire amount for each slip, and will do an End of bill adjustment for Fees and End of bill adjustment for Costs as appropriate
  • LEDES 2000 and LEDES-XML formats do have standardized provisions for split billing rules


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