Multipayor

When fees and expenses for a particular matter are to be split between multiple clients, eBillingHub lets you specify what percentage of those fees and expenses each client (payor) will be charged. Once this is set up, an invoice will be generated for each payor displaying the full invoice with an IF line to bring the invoice total down to the total, for which the client is responsible.

To set up Multipayor:

1. Click the Edit Multipayor Matter link.
2. Type the matter number in the box and click Add Matter. The matter is added to the list.
3. Click the Payors link in the Edit column for the new matter. The Edit Payors and Splits window displays.
4. Click on the Add Recipients. The Recipient window displays.
5. Select the recipients and click Add. The Recipient window is closed and the Edit Payors and Splits displays.
6. In the % Fees and % Exp columns, type the fees and/or expenses percentages for each recipient. Percentages should be between 0 and 1. For example, for 30% type .30.
7. Optional: Click Edit Fields to set up extended fields for the recipient if the client requires extended fields. Add the information for the extended fields and click Save.

Note: This is the UDF value; example: CountryCode US.

8. Click Save.