Using Splits Entry
1. Start Splits Entry
You can open the Split Entry Screen from
- Selecting the Split Entry Tab (If you do not see the tab due to screen width, then it will appear under the more option)
- Press the down arrow next to "More" tab and select "Split Entry"
- Alternatively, click on the 9 dots and search "Split Entry"
2. Enter Split Payment Header information
This section is for the entry of the total of the payment received. Â For example, if you received a cheque or Credit Card Payment for $100, then this is the $100 before it is allocated to the various funds/projects.
- Search and select a Contact. Â If the Contact does not already exist, then create a new one in another browser tab, then select.
- Enter a primary Campaign if required. This will default to the "Default Campaign" that is on the "Payment Form" selected
- Enter a Merchant Facility. Â This defaults to the Primary and Active Merchant Facility
- Select a Payment Form.  This defaults  to the Primary Payment Form for the Merchant Facility Entered.
- Select how the funds are going to be split by. Â This will be either by Amount of Percentage.
- Enter the total amount received for the Payment.
- The fields "Payment Allocated", "Percent Allocated" and "Amount Unallocated" Â are updated as the Split Line items are entered.
- Press "Next" button to start entering line items
3. Enter Split Payment Line Items
- Select Product (Note, Products need to have been setup previously).
Also NOTE, the values selected in this area are configurable. Â Please see the Splits Entry Setup section in the User Manual - Enter the split percentage or amount. Â Only one of these fields will be editable. Â The editable option is determined by the "Split Payments By" in the header.
- The allocation section/totals are updated after the Save button is pressed
- Press the SAVE button to record this split. Â After saving, another line will appear if the total allocated is less than 100%