Splitting invoices/bills

Not all invoices and bills will be paid in a single payment, some will be split down into instalments. Within Float you can replicate this situation by splitting an invoice or bill into multiple expected payments.

The first thing to do is click into the invoice you would like to split. Here you will find an option to 'Add new payment'.


Clicking this option will add in one new payment date at a time until you reach the desired number of expected payments.


For each payment the amount will be an equal split of the invoice total and the date can be changed to reflect when the payment is actually expected. Once everything is set up hit the 'Save' option at the bottom of the invoice/bill and this will update the cash flow to show the invoice/bill being expected as multiple payments.

If you ever need to remove a payment just hit the trash can symbol shown next to the payment and this will be removed.

Powered by Zendesk