Allocated Billing FAQs

Add another Customer and assign an allocation percentage. WinTeam will automatically adjust the primary Customer's allocation percentage.

You can also adjust the percentage on any other Customer, which will adjust the primary Customer's percentage.

See Setting up Allocated Billing

Select the Overwrite Address Info check box on the Invoice Allocation screen. See Change the Service Location Name and Address on Allocated Invoices.

The Invoice Billed column in the grid displays "Multiple".

This never happens because WinTeam automatically adjusts the primary Customer allocation (first line on the Invoice Allocation) when the percentages changes for other Customers.

The invoices are mailed together to the same individual and are paid together. Your Customer (property manager) then rebills his/her customers (tenants) for internal payment.

In this case, invoices will not be grouped by Job, even if selected as an option. Allocation-based invoices are always their own distinct invoice.

Using the preview function of the Update PS to AR, you can see the post-split invoices to ensure they accurately represent the output of the Update process.

No. All invoices that are part of the same group must also be deleted. This prevents issues deletion of a partial allocation, and ensures total costs are billed.

Clear the Multiple Customers check box on the Bill Codes by Job screen.