--- title: Split Billing Setup for Sharing Costs with Lenders and Partners description: Share your Sierra Interactive account costs with lenders or partners using Split Billing. Set up additional billing profiles with fixed or percentage payments. image: https://www.sierrainteractive.com/wp-content/uploads/2022/07/Website-Preview-V2A.jpg --- [Skip to content](https://help.sierrainteractive.com/helpcenter/split-billing-setup-for-sharing-costs-with-lenders-and-partners#main-content) [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new?hsLang=en) [![Sierra Interactive logo](https://help.sierrainteractive.com/hs-fs/hubfs/sierra%20interactive%20logo.png?width=250&height=34&name=sierra%20interactive%20logo.png)](https://help.sierrainteractive.com/helpcenter?hsLang=en) - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) Open main navigation Close main navigation - [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com) - [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767) - [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities) Show submenu for Training & Learning - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy) - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources) Show submenu for Live Training Sessions - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538) - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732) - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435) - [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured) - [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive) - [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/) - [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays) - [System Status](https://status.sierrainteractive.com/) - [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new) Search Help Center - There are no suggestions because the search field is empty. 1. [Help Center](https://help.sierrainteractive.com/helpcenter?hsLang=en) 2. [Support & Account Help](https://help.sierrainteractive.com/helpcenter/support-account-help?hsLang=en) 3. [Billing & Account Changes](https://help.sierrainteractive.com/helpcenter/support-account-help?hsLang=en#billing-account-changes) July 9, 2026 # Split Billing Setup for Sharing Costs with Lenders and Partners ## Split billing lets you divide your monthly Sierra Interactive costs between contributors like lenders or business partners, each with their own billing profile. ### Table of Contents 1. [Why This Feature Matters](https://help.sierrainteractive.com/helpcenter/split-billing-setup-for-sharing-costs-with-lenders-and-partners#why) 2. [Before You Begin](https://help.sierrainteractive.com/helpcenter/split-billing-setup-for-sharing-costs-with-lenders-and-partners#before) 3. [Step-by-Step Instructions](https://help.sierrainteractive.com/helpcenter/split-billing-setup-for-sharing-costs-with-lenders-and-partners#step) 4. [Splitting a Google Ads Budget](https://help.sierrainteractive.com/helpcenter/split-billing-setup-for-sharing-costs-with-lenders-and-partners#google) 5. [Best Practices](https://help.sierrainteractive.com/helpcenter/split-billing-setup-for-sharing-costs-with-lenders-and-partners#best) 6. [Troubleshooting Common Issues](https://help.sierrainteractive.com/helpcenter/split-billing-setup-for-sharing-costs-with-lenders-and-partners#issue) 7. [FAQs](https://help.sierrainteractive.com/helpcenter/split-billing-setup-for-sharing-costs-with-lenders-and-partners#faq) --- ### Why This Feature Matters - **Share costs without chasing payments.** Contributors like lenders or partners are billed directly for their portion each month, so you're not collecting reimbursements manually. - **Contributors manage their own payment info.** Grant them billing access and they can enter their own card details, reducing your administrative work. - **Flexible payment structures.** Split costs by a fixed dollar amount or a percentage of your total bill, whichever fits your arrangement. ⚠️ **The Primary Account Owner is responsible for all charges.** If a contributor's payment fails or goes unpaid, the balance falls to the primary account. Set up split billing with partners you trust to pay reliably. [back to the top](https://help.sierrainteractive.com/helpcenter/split-billing-setup-for-sharing-costs-with-lenders-and-partners#top) --- ### Before You Begin - **Choose one split method for all contributors.** Every contributor must pay either a fixed dollar amount *or* a percentage of the total bill. You can't mix the two methods on one account. - **Contributors with CRM access use a full user slot.** Any user with access to your CRM, including billing contributors, counts toward your user total. > **Related:** [Understanding User Types in Sierra: Primary Manager, Manager, Agent, and Lender](https://help.sierrainteractive.com/helpcenter/understanding-user-types-in-sierra-primary-manager-manager-agent-and-lender?hsLang=en)   [back to the top](https://help.sierrainteractive.com/helpcenter/split-billing-setup-for-sharing-costs-with-lenders-and-partners#top) --- ### Step-by-Step Instructions #### Add an Additional Billing Profile 1. Log in to your Sierra dashboard and select the **Gear Icon** → **Account Billing**.![gear\_account\_billing](https://help.sierrainteractive.com/hs-fs/hubfs/gear_account_billing.png?width=310&height=384&name=gear_account_billing.png) 2. Scroll to the bottom of the page and click **Add Additional Billing Profile**. 3. Enter a name and description for the profile, then click **Save**. 4. Add the credit card and invoice details for the new profile. You have two options: - **Option A:** Enter the contributor's payment details yourself. - **Option B:** Grant the contributor **User Access to Billing** so they can enter their own payment information. #### Set the Payment Amount 1. In the new billing profile, set the **Payment Amount**: - **Fixed amount** — the contributor pays the same dollar amount each month (e.g., $100/month). - **Percentage** — the contributor pays a share of your total bill (e.g., 25%), scaling automatically as your costs change. 2. Confirm the details and click **Save**. 3. The contributor's payment takes effect on your **next billing date**. [back to the top](https://help.sierrainteractive.com/helpcenter/split-billing-setup-for-sharing-costs-with-lenders-and-partners#top) --- ### Splitting a Google Ads Budget You can split your Google Ads PPC budget with a contributor, with two requirements: - Your Google Ads budget must be **prepaid on your Sierra bill**. - Any budget changes must be requested at least **three business days** before your billing date. ⚠️ If you get an error when increasing a contributor's payment amount for a Google Ads budget, contact **[DigitalMarketing@SierraInteractive.com](mailto:DigitalMarketing@SierraInteractive.com)**. The team needs to adjust backend settings before you can modify the amount. **Note:** Facebook Ads budgets can't be split through Sierra. Facebook Ads management runs through your personal ad account, with payments made directly to Facebook. > **Related:** [Generate Consistent Leads with Sierra's Google Ads Management](https://help.sierrainteractive.com/helpcenter/unlock-lead-generation-success-with-sierra-google-ads-management?hsLang=en) [back to the top](https://help.sierrainteractive.com/helpcenter/split-billing-setup-for-sharing-costs-with-lenders-and-partners#top) --- ### Best Practices - Grant contributors **User Access to Billing** if you want them entering their own payment details as it keeps transactions smooth and accountability clear. - Use a **fixed amount** for predictable, consistent billing, or a **percentage** if you want contributor payments to scale with your overall monthly cost. - Review contributor payment amounts whenever your Sierra services change, so percentages and fixed amounts still reflect your agreement. - Add your contributor's email to your primary billing profile if they need visibility into the **total** account cost, not just their portion. [back to the top](https://help.sierrainteractive.com/helpcenter/split-billing-setup-for-sharing-costs-with-lenders-and-partners#top) --- ### Troubleshooting Common Issues - **A contributor's payment info isn't saving.** Confirm all required fields in the billing profile are complete, and that the contributor has **User Access to Billing** if they're entering their own details. - **A contributor's payment amount isn't being applied to the bill.** Verify the payment amount is set up in their billing profile. If the amount exceeds your monthly total, adjust it downward. - **Error when increasing a contributor's payment for a Google Ads budget.** Contact **[DigitalMarketing@SierraInteractive.com](mailto:DigitalMarketing@SierraInteractive.com)** — backend settings must be adjusted before you can change the amount. [back to the top](https://help.sierrainteractive.com/helpcenter/split-billing-setup-for-sharing-costs-with-lenders-and-partners#top) --- ### FAQs - **How do I switch between percentage-based and fixed-amount split billing?** In your primary billing profile, click **Change How Payments Are Split**. This resets current payment amounts so you can reassign them as fixed amounts or percentages. - **Can I mix percentage splits and fixed dollar amounts?** No. All contributors must use the same method — either fixed amounts or percentages, not both. - **Will contributors receive email receipts?** Yes, contributors receive receipts for the amount they paid. To send them receipts for the total cost, add their email to your primary billing profile to be Cc'd. - **Do contributors or additional payers take up a user slot?** Yes. Any user with access to your CRM, including billing contributors, uses a full user slot. - **Can I split my Facebook Ads budget with a lender?** No. Facebook Ads management is handled through your personal ad account, and payments go directly to Facebook. - **Can my contributor give their payment information to Sierra directly?** Yes. Contributors can call the billing team at **502-410-3050 ext. 3** or email **[Billing@SierraInteractive.com](mailto:Billing@SierraInteractive.com)**. 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