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splitfundingbyamount

Split Funding by Charge

Use the By Charge split funding option if the invoice amount is split by an amount.

1. Open the Contracts screen

2. Find the contract where split funding applies, then click Edit

3. Change the drop-down box named Split Funding to By Charge

4. Go to the Funding tab, then right-click on the blank area of this tab and click New

5. Add the customers that split the invoice amount

Add all the customers that the bill amount is being split across along with the amounts each customer is paying. Ensure the amount adds up to the total invoice bill

For example, see the screenshot below under point 7

6. In the Split column, double click the 0 and enter the percentage split of the invoice amount i.e. 200 for £200

7. Press Enter on your keyboard to save each value

8. Click OK to save these changes

After following these instructions, ALWAYS check the invoices to ensure the split funding has been configured successfully

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splitfundingbyamount.txt · Last modified: 2020/12/11 10:42 by dominich