Configuring a Split Invoice on a Vehicle

Modified on Mon, 17 Feb at 8:43 AM

A split invoice is used when a customer wants to purchase a dealer option item separately rather than including it in their vehicle financing. This allows for flexibility in payments while keeping financial records accurate.


Steps to Configure a Split Invoice

1. Access the Vehicle Stock Record

  • Open the Vehicle Stock Record
  • In the top ribbon, select "Configure Split"

2. Initiate a New Split

  • On the right-hand side, select "New Split"
  • The customer search screen will appear
  • Search for and select the customer
  • Double-click their name to return to the Configure Split screen

3. Assign the Item to the Customer

  • Double-click the line item you wish to bill separately
  • Enter the value under Split 2
  • Select "Don't Charge" next to Split 1 to prevent duplication

4. Save and Finalise the Split Invoice

  • Click Close to save the split
  • Exit the Configure Split window

5. Invoice the Deal

  • When invoicing, the system will generate two separate invoices:
    One for the main vehicle sale
    One for the dealer option item


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