Split an invoice

Splitting moves some of an invoice's lines onto a new, separate invoice — useful when part of a bill should go to a different debtor, or be invoiced on its own. The lines you pick are taken off the original and placed on the new invoice.

Split out some lines

On the invoice details lines card, click Split invoice. An information bar appears:

1. Tick the lines that should move to the new invoice.
2. Click Confirm.
3. The debtor dialog opens so you can set the debtor and header details for the new invoice. Adjust them and confirm.

SHIPM8 creates the new invoice with the selected lines (it starts as pending approval) and updates the original. Both invoices then reflect the change, and the invoice history records the split on each side.

You need the Update invoices permission to split an invoice.

tip

Splitting is the right tool when lines need to live on different invoices. If instead you just want to tidy a single invoice's layout, use grouping.