There are times when a customer will want to split his invoice with his brother, or another company. In the IntelliDealer System we can only have one A/R type per invoice. In order to handle this example for both Parts and Service, you will need to generate two different invoices.
1. Create a Part Number called SPLIT
Vendor: should be the General Ledger Vendor or Miscellaneous Vendor
Sale Account: should be a holding account
Source: 99
a) Product Support > Parts > Parts Profile
b) Click on 'Create'
c) Now you will get a pop-up window called 'Add Part' in this window you will name the part and put in the location you want it added in
Example: Customer A comes in and purchase one part but wants his brother to pay for half. You must sell as a credit Part Number SPLIT. Place a comment on the comments tab, referencing the original order number.
2. This step will have two Parts
A) Create an Invoice for the first customer with all the parts
- Remember to add the appropriate taxes to the spilt payment (in this case we Added the same code for Tax 1 as was on part # SPADAA onto the spilt, Exempt for Tax 2 and Y for Tax3/4)
- Invoice this one and remember to note the Invoice # and Order #
B) Create an invoice for the second customer with ONLY the split part on it with the applicable taxes
- sell part number SPLIT. Also place in the comments field a reference to the original order number.
- Remember all applicable taxes that were applied in the original invoice
Basically the SPLIT part number will wash.