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
- Create a customer invoice with all the line items for the full job.
- See How to Create a Customer Invoice for details.
Step 2: Open the Split Function
- Click the Star button on the right-hand side of the invoice.
- Select Split from the dropdown menu.
Step 3: Configure the Split
- Choose the customer who will receive the secondary invoice.
- Enter an excess amount to remain on the original invoice (e.g., the insurance excess).
- Choose the quantity 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
- Click Split.
- A new invoice will be created with the selected products, minus the excess amount.
- 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.