How to split an invoice across multiple budget categories
Updated July 20264 min read
Many supplier invoices cover more than one trade package. Split the total across budget categories so each line stays accurate and overspend alerts fire on the right work.
Before you start
Have the invoice PDF or photo ready, and know which categories should share the cost. Categories come from your project budget template (36 construction lines on most templates).
Step by step
Go to Costs → Invoices, open the invoice you want to split, and choose Edit or Split categories.
Assign amounts to one or more budget categories so spend lands on the right lines — e.g. half on Electrical, half on Plumbing.
Confirm the split totals match the invoice. Your category remaining balances update immediately.
When AI is configured, ConstructionPro can suggest category tags from the invoice text or receipt. Always review amounts before you mark an invoice paid — AI assists; you approve.
Good to know
- Splits must total the invoice amount before you save.
- Query status is available if a line doesn't match the quote.
- Family viewers and client roles cannot change invoice amounts.