Split Footer Invoice Kostenlos

hello welcome to this instructional video about a really cool feature inside workshop software which involves split invoices what this means is is invoices that you might do for example to an insurance company maybe to a warranty company maybe just to a fleet company or even just a third party but it's entirely up to you who that other part is but you can do one job go off and do all of the work and then go and split the invoice up so let's go check out how this works so in the Job Center I've already created a job and I've got this job that's working progress let's say we're doing a service and we're also fixing the exhaust right and these all these other items basically are a service so what I'm gonna do is I'm gonna split this because the customer is gonna pay for the service but the warranty company or the insurance company is going to pay for the exhaust so you can see I've got this as an invoice to ABC electrical who is the person that owns this vehicle and then I've got these items on this particular invoice if I just go up to the customer invoice part and go to the star here where our actions are and there's number of actions in here but what I'm gonna do is I'm gonna go on split this invoice so this option is called split and this allows us to split this amongst another customer so what I'm going to do is I'm gonna search for another customer so if I go insurance ABC and choose that customer from our list that customer is now who I'm gonna split this invoice to I can also enter in optionally an excess amount so if this was for insurance or if they were even maybe warranty or something like that where there was an excess amount so for example if I wanted to put in say $50 as an excess I could do that okay and that means that the insurance company is gonna pay $50 less and the customers going to pay in essence $50 of what the insurance portion is so now I can choose the items that I want to split and in this instance I'm gonna split the whole three and a half hours worth of work of fixing the exhaust all these other items that are on this transaction here I'm gonna leave for the original customer and I'm gonna click split and what this does this now actually goes off and creates another invoice right says that the invoice is split successfully you'll notice up here that there's this green bar that's the invoice was split from another to view the original invoice click here I'll show you that in a second so this is the customer now is insurance ABC for the same vehicle and if we scroll down here now we'll see that there's the fixed exhaust at 3.5 hours of three hundred and forty six dollars but there is also the excess amount of fifty dollars as a minor so in other words we're taking $50 off this transaction so 346 less 50s to 65 plus tax gives us the the 296 so that's the balance due for the insurance company now let's just jump in here and click over and see what the other split invoice is which was the in essence our original...