Configuring a Split Invoice on a Vehicle

A split invoice can be used when a customer wishes to purchase a dealer option item separately, rather than including it in their financing.

To configure a split invoice, follow these steps:

1. Access 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 the required customer and double-click their name. The system will return you to the Configure Split screen.

3. Assign the Item to the Customer:

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

4. Save and Finalise:

   • Select Close to save the split, then close the Configure Split window.

When invoicing the deal, two invoices will be generated—one for each split.