How to split invoices - NextGen

Modified on Mon, 24 Jun at 7:22 AM

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.

Invoice images can be separated within the document inbox using the Split feature. Invoices can be split in both the Document Inbox and the New and In Progress tabs.

How to split invoices in the Document Inbox

Locate the invoice in the Document Inbox. Click on the invoice image followed by the Pencil icon to enter the Edit Images view. 

Highlight the image you want to split. Click the Split Images button to split the selected image into a new invoice. Click save to save the changes. If you split images by accident or split the wrong image, use the Merge feature to merge the images back into one invoice. 

How to split invoices in the Invoices Module

In the invoice view, click Edit Images. Highlight the images to be split and click Split Images. 

Split images are sent back to the Document Inbox, where they can be:

  • manually assigned to a user. 
  • coded by auto-capture.
  • merged to another invoice.

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