Splitting an invoice allows a customer to ‘split the bill' with other customers in their group(s) so each group member is invoiced for what they received. Normally invoices are split between family members or business partners, but you can set up any type of group partnership for split invoices.
Invoices can be split at the time they are added, or they can be edited later and split any time before they are paid.
What you'll find:
I want to read the white paper (with lots of screenshots) on Split Billing.
Related Topics
Business Rules For Split Invoices:
split invoices are not saved automatically
reference number is automatically generated on save using the next available number
default Split Percentage is ignored if the customer is in more than one customer group
sales rep on original invoice is copied to split invoice
other items in blends (with a rate) cannot be split by line
split-off products don’t map to farm fields.
Lot Numbers are split to match quantity (if not already attached to a loadout ticket)
e.g. original invoice: 1 product row, 3 cases total, 1 case of 3 different Lot#s
split equally with 2 other customers
each has 1 product row, 1.5 cases total, and 1/3 case of 3 different Lot#s
I want to read the white paper on Split Billing (with examples of splitting Lot Numbers).
invoice that have been split once cannot be split again
invoices that have been paid cannot be split
Bill & Hold invoices cannot be split
invoices with AR Invoice Discount Products cannot be split
EPD default for new, split-off invoice(s) listens to the company config option, not the original invoice
Work Order links on lines imported from Loadout Tickets will be retained when split
(if you do not want to keep the Work Order link on all splits, edit the Loadout Ticket and unlink the Work Order prior to invoicing)
To split an invoice
Add or Edit an invoice for a customer as you normally would.
Tips
Save the original invoice before you split it (unless you know you’re going to split off 100%). If you make a mistake, you can exit all the split invoices (without saving) and start over with no changes to the original.
If you have product linked to Customer Group work orders and want to split by name on the work order, hover over the WO Ref number with your mouse to see whose work order is whose.
Click the Split toolbar button.
The AR Invoice Split window opens.
If you change your mind and no longer want to split the invoice at all, click Exit on the AR Invoice Split window.
While you're splitting, you can click Remove Split at any time to remove a row.
(Config C) If you have already linked product to work orders and want to retain those links on the split-off invoices, leave Keep Work Order Links for Split Invoices checked.
WO links from imported Loadout Tickets will always be retained even if the box is not checked.
From here you can choose to split the entire bill or split individual product rows.
To split the entire bill
Split Entire Invoice is the default split method - no need to select it.
Check Force Equal Splits if the bill is being split equally between all selected group members.
This allows agrē to recalculate the percentages for you as you add more customers.
The name of the customer on the invoice is automatically added to the Customer list (and cannot be removed) and initially gets 100% of the bill.
Click the down-arrow next to the empty Customer row to select who to split the bill with (you can also type the name if you know it).
All customers in their group(s) are listed.
Note
Straight products and blends can be split between as many customers as required.
The split percentage can be 100%.
If Force Equal Splits is not checked, indicate the percentage each customer is getting.
The percentages must total 100%.
To split product rows
Click Split Invoice Lines.
Select the row you want to split and click Split Line (or double-click it).
The Split Invoice Line window opens.
Check Force Equal Splits if the line is being split equally between all selected group members.
This allows agrē to recalculate the percentages/quantities for you as you add more customers.
The name of the customer on the invoice is automatically added to the Customer list (and cannot be removed) and initially gets 100% of the line.
Click the down-arrow next to the empty Customer row to select who to split the line with (you can also type the name if you know it).
All customers in their group(s) are listed.
If Force Equal Splits is not checked, indicate the percentage or the quantity (agrē will calculate the other value when you press TAB) each customer is getting.
The percentages must total 100%.
Click Update to split the line.
Repeat until all lines required are split.
Click Split to the invoice.
The split-off invoices are created but not saved automatically.
This gives you a chance to check prepayment settings, links to Work Orders, etc. before you save each one.
Tip
If you saved the original invoice before you split (and we recommend it), save that one first.
Here’s why: you have a saved invoice for 3 jugs of Achieve linked to a work order with a 3 jug limit. You split off two of the three, keeping the work order link. If you try to save a split-off invoice first, you’ll get an error that there is not enough quantity remaining on the work order. Save the original invoice first and the quantity drawn down from the work order is updated to 1, leaving 2 for the remaining split-off invoices.
Save each invoice.
The reference number of split invoices will display an "S" to identity them.
(Config C, L, U) If you have requested to be prompted to print, you'll be prompted for each invoice as it is saved.