Apportion the billed amount

Introduction

The Apportion Button is used as a quick method to calculate the billed amounts of jobs when an invoice is posted to multiple jobs.

The routine for using the Apportion option differs according to the posting made:

• Final Invoice
• Interim Invoice
• Credit Note

Final Invoice

To use the Apportion option with a final bill:

1. Type in the client, or select using the magnifying glass.

2. Type in the job type, or select using the magnifying glass.

3. Enter the Write out method.

4. Enter VAT rate and VAT amount.

5. Enter Nominal Code.

6. Click Add to W/O.

7. Repeat steps 1-6 for any additional jobs.

8. When all the required jobs have been entered click Apportion.

9. Select the required option:weighted by write out amounts, or even split by revenue.

Interim Invoice

To use the Apportion option with an Interim bill:

1. Type in the client, or select using the magnifying glass.

2. Type in the job type, or select using the magnifying glass.

3. Enter VAT rate and VAT amount.

4. Enter Nominal Code.

5. Click Add to W/O.

6. Repeat the steps 1-5 to post interim bills to additional jobs.

7. When all the required jobs have been entered click Apportion.

8. Click OK to post the invoice.

9. The bills will be split by even split by residue

Credit Note

To use the Apportion option with a credit note:

1. Type in the client, or select using the magnifying glass.

2. Type in the job type, or select using the magnifying glass.

3. Enter VAT rate and VAT amount.

4. Enter Nominal Code.

5. Click Add to W/O.

6. Repeat the stages 1-5 to post interim bills to additional jobs.

7. When all the required jobs have been entered click Apportion.

8. Click OK to post the credit note.