Overview
If two parties are splitting the bill for services it is possible to program the split into Oases. You may then create one invoice for the services against the primary customer/parent and Oases will automatically adjust the total of that invoice and create the balance invoice for the other party.
Article Sections
- What You Need To Have In Place
- Change Primary Linked Customer
- Set Up Split Invoicing
- Invoicing
- Edits To Split Invoices
- Invoice Outstanding
What You Need To Have In Place
1. The student must be a private pay student. (not agency SES or ELT)
2. Both customers must have a record in Oases and both be linked to the student.
3. The primary customer is the one added first and will appear first on the Student Program tab.
Or when looking at the Students tab of private invoicing.
Change Primary Linked Customer
4. You must know who the primary is and the primary will be the first customer linked to a student. If they are the wrong way round unlink the student from the primary and relink to make it the secondary.
Set Up Split Invoicing
5. In the Student record press Edit on the Info tab.
6. Scroll to the bottom of the edit page to the Payroll/Invoicing Data grid.
7. Press the plus sign to add a new row.
8. Complete the row with the relevant information. You can choose to just split the bill for certain session types, change the billing rate or just add a catch-all split by leaving as All Tutors and All Session Types.
9. The PCT PAY or percentage pay column defaults to 100 representing that the primary customer will pay 100 percent of any invoice created. If this is not the case enter the percent that the primary customer will pay such as 50 or 75. Don't use a percent sign.
10. In the alternate column add the name of the customer who will pay the remaining balance. In the example below any invoices for Camp Weekly will be split 50/50 between Merry the primary customer and Matt.
11. But for Individual Private Matt will pay 60%.
Invoicing
12. When requiring a split, always invoice from the primary parent.
13. Invoices will have the same number but the primary parent will have an 'a' and the alternate parent will have a 'b' after the invoice number.
14. Oases will do the math and create both invoices.
Edits To Split Invoices
15. It is not possible to re-save a split invoice once created. If you are viewing or printing the invoice press cancel to close it. If you need to make edits delete both invoices and start again from the primary parent/customer.
16. If you need to add a line item to a split invoice create an independent additional invoice.
Invoice Outstanding
17. Split invoicing works with advanced invoicing and invoice outstanding and bulk advance invoicing but will not work if hours are purchased through Customer Purchasing or MarketPlace.
Link To
IP01. Program Different Invoicing Rates for Different Students