Apportion the billed amount

The Apportion option is used as a quick method to calculate the billed amounts of jobs when an invoice posted to multiple jobs. Click here for further details.

Amount to be billed  - enter the total value to be billed to the client (ex VAT). For example, enter £1000 if you are going to invoice the client £1000 with £175 VAT.

Select method of apportionment - when a final invoice is posted the billed amount can be weighted by write out amounts, or even split by revenue.

1/ Weighted by write out amounts 

'When a write out is posted to a value then the billed amount is apportioned by the write out value entered. The specific example below shows a scenario where an invoice is posted to £1000 and the write out value totals £500.

Invoice Value: £1000

When a write out is posted to a date, to all, or unspecified or a combination of these the billed amount is calculated by dividing the billed amount by the number of jobs posted to.

For example:

Invoice value of £1000 for three jobs

2/ Even split

The even split option calculates the billed amounts on each job by dividing the invoice value by the number of jobs. For example, if an invoice has been posted for £1000 and is to be posted to 2 jobs the billed amount for each job will be £500. If this was split between 4 jobs the billed amount will be £250.

3/ Apportions for interim bills

When an interim bill is posted the billed amount can be split as an even split by residue. This calculates the billed amounts on each job by dividing the invoice value by the amount of jobs. For example, if an invoice has been posted for £1000 and is to be posted to 2 jobs the billed amount for each job will be £500. If this was split between 4 jobs the billed amount will be £250.

Billed to T/L

Move the slide bar to the left or right to adjust the amount of the invoiced passed to the time ledger. This is often changed to reflect discounts within the Time Ledger.