Multi-Payor Invoices

Use the following steps to process multi-payor invoices:

1. Select Multipayor from the Billing menu.
2. Click the Edit Multipayor Matter link.
3. Type the matter number.
4. Click the Add Matter button. The matter is added.
5. Click the Payors link under the Edit column.
6. On the Edit Payors and Splits window, click the Add Recipients button. The Recipient window displays.
7. Select the recipients and click Add. The Edit Payors and Splits window redisplays.
8. Type the % Fees and/or % Expenses for each recipient.
9. Optional: If the client required extended fields, click Edit Fields to set up extended fields for the recipient, add the information for the extended fields (this is the UDF value, for example: CountryCode US) and click Save on the Edit Extended Field Values window.
10. Click Save on the Edit Payors Splits window.

If the different clients on a multi-payor invoice require different formats, you will need to remap the client instead of changing the recipient as described in step 4. If you need to do this, you would run the Billing Wizard for the first payor, then remap the client to the new payor and run the Billing Wizard for the same invoice again. For more information, contact your System Administrator or see, Map Clients.