Use the Split Invoice Function

The Split Invoice function lets you divide an invoice between two customers - for example, when part of a job is covered by insurance and the rest is paid by the vehicle owner. This guide shows you how to use it.

Step 1: Create the Invoice#

1. Create a customer invoice with all the line items for the full job.
2. See How to Create a Customer Invoice for details.

Step 2: Open the Split Function#

1. Click the Star icon on the right-hand side of the invoice.
2. Select Split from the dropdown menu.

Step 3: Configure the Split#

1. Choose the Customer (A) who will receive the secondary invoice.
2. Enter an Excess Amount (B) to remain on the original invoice (e.g., the insurance excess).
3. Choose the Quantity (C) of each product that will appear on the secondary invoice. For example, if the customer is buying 2 tyres but only 1 is included in the insurance job, type "1".

Step 4: Complete the Split#

1. Click the green Split button.
2. A new invoice will be created with the selected products, minus the excess amount.
3. The excess amount will remain on the original invoice for the original customer.

Good to Know#

• The split creates a completely separate invoice for the second customer - both invoices can be processed independently.
• This is commonly used for insurance work where the insurer pays for most of the job but the customer pays an excess.
• Make sure all line items are correct before splitting, as it is easier to adjust before the split than after.

Frequently Asked Questions#

Can I split an invoice more than once?
Yes, you can split an invoice multiple times if needed, creating additional invoices for different customers or payers.

Can I undo a split?
Once split, the invoices are separate records. You would need to manually adjust or delete the secondary invoice if the split was made in error.

Can I split an Invoice to the same Customer?
Yes, this is useful if you have provided a quote for a Vehicle and the Customer would like to only complete some of the works in this visit, saving the other items on the Quote for a future Job.

Also Explore#

• Job Management - Feature Overview
• Dead Simple Invoicing - Feature Overview
• Workshop University: From Whiteboard to Digital - Modernising Your Job Management
• Getting Started: Customer Workflow Guide