Split Expenses

How do I split an Invoice into Multiple Payments?

Choose this option to divide a single invoice into several payments. Splitting an invoice into multiple payments involves breaking the total amount specified in the invoice into smaller installments. Instead of paying the entire invoice amount in one go, the payer has the option to split it into more manageable payments over a specific period.

  1. Access the Invoice Queue in Docyt's Expense Management module:

    To access your invoices in Docyt's Expense Management module, follow these steps:

    a. Click on 'Expense Management' in the top header menu.

    b. From the dropdown menu, choose 'Accounts Payable'.

    c. Select 'Invoice Queue' to access all your invoices in one place.

  2. Splitting an Invoice:

    To split an invoice, locate the invoice in the invoice queue and click on the amount button on the right side of the invoice row. Then, choose the option 'Split Invoice' from the available options.
  3. Select ' Split Invoice to Multiple Payments'.
  4. On the right side of the invoice row, click the amount button.
  5. Choose 'Split Invoice to Multiple Payments' from the options.choose split into multiple payments
  6. You will be directed to the 'Split Invoice to Multiple Payments' window. 
  7. Fill in the following details:
    1. Payment Due Date of Invoice
    2. Dollar Amount.
  8. The Invoice Total, Settlement Amount, and Difference fields are essential for ensuring that the invoice splitting is accurate. To proceed, click on the 'Continue' button.
  9. A popup window confirming the split shows up.
  10. After a few seconds, refresh the invoice queue. Upon reloading, you will see that the invoice has been split into multiple invoices with different payment due dates based on your entry.