Split Invoice. Insurance, warranty, fleet and more

Split Invoice. Insurance, Warranty, Fleet and more

The Split Invoice function allows you to take a single job and split some of the items on the job into another invoice. This is particularly useful for insurance jobs, warranty invoices, fleet work and more.

Watch this quick video for details on how this works.

Use the “Action” function of the invoice where you can choose “Split”. This will then open a box that allows you to split the invoice.

The first selection is the Company Name. This is the company that you are going to make the split portion of the invoice. This is most often the insurance company, warranty company or fleet company, but can be any other customer you have on file. You can also enter an amount for Excess which is the portion of the invoice that the original customer will pay and that amount will be deducted from the split invoice. For example, you are going an Insurance job where the customer needs to pay the first $50 of the insurance work. You enter $50 into the Excess amount. This amount will then be deducted from the split portion of the invoice (the insurance invoice) and will be added to the customers invoice. There is +$50 and -$50 across the two invoices. Check out the video for more details.

Once you have split the invoice, there is a green bar at the top of the invoice where you can click a link to the split invoice. You can use this for both invoices, so in effect you can toggle from one invoice to another. This will be in place forever, so anytime that you come back an open either of the invoices, you will be able to use the link to toggle between the two invoices, it’s really simple.

The split invoice function is available on the Gold level.



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