Can I split an expense among multiple customers?

Can I split an expense among multiple customers?


Yes, you can split an expense among multiple customers. To do this:

  1. Go to the Expenses module on the left sidebar.
  2. Click the More icon in the right corner of the expense you would like to split.
  3. Click Split.
  4. Select the type of split as Split by field.
  5. Select the field as Customer.
  6. Select the number of expenses you would like to split the parent expense into.
  7. Edit the expense amount of each split and change the category.
  8. Select a customer for each expense.
  9. Click Save. The expense will be split based on customers.

    • Related Articles

    • Can I split an itemized expense?

      No, it is not possible split an itemised expense.

    • Can I split expenses based on custom fields?

      Yes, you can split expenses based on custom fields. To do this: Go to Expenses on the left sidebar. Click the More icon in the right corner of the expense you would like to split. Click Split. In the split expense page, select the type of split as ...

    • Can I associate multiple categories with the same expense or receipt?

      Yes, you can associate multiple categories with the same expense or receipt by itemizing. To do this: Go to the Expenses module on the left sidebar. Click + New Expense. Enter the expense Date and select a Merchant. Click the Itemize button in the ...

    • How can my customers login to the customer portal?

      Whenever, you enable portal access, an invitation mail will be triggered automatically from Zoho Books. Your customers need to accept this invitation in order to access the portal. To enable the customer portal for a contact for the first time, in ...

    • Can my customers save their card details in the customer portal?

      Yes, It is possible to save card details in the customer portal. For making payments using Credit/Debit card, clients can enter their card number, CVV, expiry date, billing address and the country to make payment They can choose to save their card ...