Allocation keys

An allocation key is the measure used to spread certain costs of an item or post across several customers with regard to the invoicing.

Example*: when a lift is installed in a block of flats, everyone who uses the lift contributes to that installation. In that case you can use an allocation key to indicate that all 4 flats in the block pay 25% of the costs. You do this by creating an allocation key and applying it to the lines.*

Use in a quotation

To apply an allocation key to a line:

1. In the column next to 'allocation key', click the white info icon (see figure 1).
2. Add the customers by clicking '+ add customer'.
3. Create a new allocation key by clicking '+ add'.
4. Give the allocation key a name and shorthand. Fill in the percentages per customer on the line of this allocation key.
5. Check whether the allocation key is correct. (If the percentages do not add up to 100%, this is shown in red.)
6. Save by clicking away or by clicking the cross.
7. On the line you want to apply the allocation key to, select the correct allocation key in the 'allocation key' column.

When you then create an invoice, the system automatically draws up a separate invoice for the different customers, based on the allocation key that has been applied.

Use in progress claims

When you create a progress claim from a quotation, the allocation keys that were created and assigned in the quotation are automatically carried over to the progress claim.
If you have not set an allocation key on the quotation, you can still do so in the progress claim. Setting up and assigning an allocation key then works in the same way as in a quotation.

Settings

The setting you need in order to use an allocation key:

1. Go to settings > progress claims > settings
2. Activate the setting 'Use of allocation keys'
3. Activate the settings at the bottom right

Updated on: 08/09/2026