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Creating and Managing Split Plans

Distribute revenue from your school's accounts across accounts and sub-accounts.


Create a Split Plan

  1. From your school dashboard, click Business (the dollar sign icon), then click Splits.

  2. Click Add Split.

  3. Enter a Plan Name and Description.

  4. Select a Payee from the dropdown.

  5. Click Add Split. Enter the percentage the Payee (your school account) retains, then add the first sub-account and the percentage it receives.

  6. Add additional splits as needed. You can split funds across separate accounts, for example boys soccer and girls soccer. All values must add up to 100% for the plan to save.

  7. Click Save Split Distribution Plan.


Edit or Review a Saved Plan

From the Splits page, click Edit (the pencil icon) on the plan you want to change. Update and/or add information and accounts.

Note: Avoid editing a split plan that's actively distributing revenue. Changes could route funds in ways you didn't intend. If you need to change an active split, it's recommended you create a new plan.

Sample Calculation lets you see how a given dollar amount would be distributed under a split distribution plan.

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