Configuring a Split Invoice on a Vehicle

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