There are situations at shops especially when it comes to warranty work and goodwill that a customer will pay a portion of the invoice, but another part of the invoice will need to be billed to another party.

There is some initial setup required to do this that involves setting up ticket types for your account. If you do not have ticket types setup, you can view the article on how to set them up here.

To enable the payment breakdown on the invoice screen, you will need Owner or Administrator level privileges in your account. If you do not have access, please speak with one of the administrators on your account.

Navigate to Administration>Shop>Configuration.

Scroll down to the Accounting Copy/Payment Method Breakdown section.

Set the Accounting Copy/Payment Method Breakdown to “Active” using the radio dial. You can also set a default for the taxes and fees on the ticket. For example, if you know it will always be the customer paying for the taxes/shop fees/etc, you can set it to “Customer Pay.” The taxes/fees ticket type can also be selected manually on the ticket.

To split the payments by ticket type, navigate the the "Extra" tab on the ticket and choose the correct ticket type for each item. In this example, I am going to have the customer pay for the oil, and the warranty company pay for the labor.

I have the taxes and fees ticket type set as "Customer Pay" so the customer will be responsible for the taxes.

Clear all of the errors on the ticket and then choose the “Change to Invoice” option.

Once you are on the invoice screen, you will see the payment amount breakdown on the right-hand side. In our example, the warranty company owes $47, and the customer owes $104.54 because the customer is also paying for the taxes and miscellaneous fees.

You will see the apply button next to payment methods which you have a default payment type setup for. This is done when setting up the ticket type. If you need any assistance with setting up payment types, please contact our support team at 866-435-2100.

Customer pay does not usually have a default payment type selected because customers can pay multiple ways using cash, credit card, check, etc. Select the correct payment type for the customer. In this case, I will use cash.

You will see the payments populate in the middle of the screen. Make sure to select “Customer Pay” for the cash payment.

Once the payment line-item types are selected, the “Complete Invoice” box will light up blue and you can close the invoice.

You will see on the printout that it shows both payments.