Split receipt

Managing bulk payments—such as those made by property managers or organisations on behalf of multiple customers—can be time-consuming and prone to manual errors. The Split Receipt wizard streamlines this process by allowing a single receipt to be quickly and accurately divided across multiple accounts. 

To split a receipt across multiple customers, click on the Accounts Receivable menu, then Transaction List and select Split Receipt from the Receipt Actions drop-down.

Select the receipt you would like to split from the Receipt to Split and Transfer dropdown list, then enter the account numbers and amounts the receipt should be allocated to. The total of the split amounts may be less than, but cannot exceed, the original receipt amount.

Review the accounts and allocations to confirm they are correct, then Save to process the split.

Results

• The original receipt is reduced by the total amount allocated to other accounts.
• New receipts are created on the selected accounts for their respective split amounts.
• If the original receipt is fully allocated to other accounts, it will be removed automatically.