This article will guide you in splitting an invoice into additional invoices. This tool may be helpful if you have charged a member an incorrect total amount and are looking to split that amount across multiple invoices.
1. Splitting an Invoice
To split an invoice you will need to access the desired invoice by looking up the member > Billing > Invoices.
Once you have located the paid invoice that you wish to split, click the edit pencil. Next Choose Adjust The Invoice Details. When the menu of options extends, you will select Adjust Invoice. Initially you will see three amount listed; Adjust Invoice, Original Amount, and Updated Amount. Once you start adjusting the invoice amount, these will change accordingly and also a Split Amount will display.
Adjust Invoice - This is where you will enter the amount that you would like the invoice to be adjusted to. As you alter this amount, some amount displays below will change accordingly.
Original Amount - This will remain constant. This reflects the original amount of the invoice.
Updated Invoice - This is the amount that the invoice will be changed to.
Split Amount - This will update based on the adjust amount that you have entered. This will create a new invoice in this amount.
2. Viewing the Newly Split Invoices
The original invoice will now show as the adjusted amount and you will also have a new invoice for the split amount. This invoice can now be refunded if desired.
Frequently Asked Questions:
Are you able to split an unpaid invoice?
- Unpaid invoices cannot be split. You will need to adjust the amount of the invoice and add a new one with the new amount.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management: Payment Related - Can view client billing information
- Member Management: Payment Related - Can adjust paid invoices