Split invoices allow you to divide a single job between two or more parties — for example, when an insurance company covers part of the work and the customer pays the rest, or when a warranty provider handles certain items. This guide explains how to split an invoice, manage the excess, and work with the resulting split invoices.
When to Use Split Invoices
Common scenarios for splitting an invoice include insurance claims where the insurer covers repairs and the customer pays an excess, warranty claims where the warranty provider covers specific parts or labour, and situations where two different customers are paying for the same job.
Step 1: Open the Invoice
- Go to the Transaction Centre and open the job you want to split.
- Review the product lines to identify which items will be paid by the second party.
Step 2: Split the Invoice
- Press the Star icon on the customer invoice line.
- Select Split.
- Choose the second party (e.g. the insurance company or warranty provider). This must be an existing customer in your system.
- For each product line being transferred to the second party, enter the quantity in the Split Quantity field. For example, if 1 unit of a product is being covered by insurance, enter 1.
- If there is an Excess that remains on the original customer’s invoice, enter that amount in the excess field.
- Press Split.
Step 3: Work with Split Invoices
After splitting, you will have two separate invoices:
- The original customer’s invoice — this now shows only their items plus any excess amount. The split items have been removed.
- The second party’s invoice — this contains the items that were split over, with the excess subtracted. The vehicle is temporarily linked to this invoice even though it is not permanently assigned to the second party’s customer profile.
Both invoices clearly display a Split Invoice indicator with a button to quickly navigate between the two halves.
Step 4: Process Each Invoice
- Each split invoice can be saved and processed independently.
- The balance due is assigned to the relevant customer.
- Each invoice syncs separately to your accounting software when processed.
Good to Know
- The second party (insurer, warranty provider) must be set up as a Customer in Workshop Software before you can split an invoice to them.
- The vehicle is temporarily linked to the second party’s invoice — it does not permanently transfer to their customer profile.
- Split invoices are processed independently — one can be processed as Cash and the other as Account.
- You can navigate between the two halves of a split invoice using the split invoice button on either side.
FAQ
Can I split an invoice between more than two parties?
Yes. After the initial split, you can split either half again to divide it further.
What happens to the excess amount?
The excess remains on the original customer’s invoice. It is subtracted from the second party’s invoice so the total across both invoices matches the original job total.
Do I need to create the insurer as a customer?
Yes. Any party receiving a split invoice must exist as a customer in Workshop Software.
Can I undo a split?
You would need to void both split invoices and recreate the original invoice. Consider using the Copy Invoice function to preserve the data before voiding.