Splitting Invoices Among Customers

Billing schedule lines where the invoice is split among customers are processed separately from lines that do not split the invoice among customers. For these lines, the individual sales documents with the same customer account are created.

Review the following example to better understand how the invoice splitting among customers functionality works.

Standard Items

For billing schedule lines that use this feature, separate invoices are created for those lines.

Item	Customer Split	Sales order created
Billing Schedule A
Item 1	No	One sales invoice for all for items to the same customer.
Item 2	No
Item 3	No
Item 4	No
Billing Schedule B
Item 1	Yes	Multiple sales invoices for this item to different customers based on the settings of the Customer Split page.
Item 2	Yes	Multiple sales invoices for this item to different customers based on the settings of the Customer Split page.
Item 3	No	One sales invoice for all for items to the same customer.
Item 4	No
Billing Schedule C
Item 1	Yes	Multiple sales invoices for this item to different customers based on the settings of the Customer Split page.
Item 2	Yes	Multiple sales invoices for this item to different customers based on the settings of the Customer Split page.
Item 3	Yes	Multiple sales invoices for this item to different customers based on the settings of the Customer Split page.
Item 4	Yes	Multiple sales invoices for this item to different customers based on the settings of the Customer Split page.

Revenue Split Items

For items that use revenue splitting, the Customer Split page is only available for Parent item, and not available for the child items.

		Customer Split	Sales order created
Billing Schedule A
Parent 01		No	One sales invoice with two revenue split items (Parent 01 and Parent 02) to the same customer.
	Item 1
	Item 2
	Item 3
Parent 02		No
	Item 1
	Item 2
	Item 3
Billing Schedule B
Parent 01		No	One sales invoice with one revenue split item (Parent 01) to the same customer.
	Item 1
	Item 2
	Item 3
Parent 02		Yes	Multiple sales invoices for one revenue split item (Parent 02) to different customers based on the settings of the Customer Splitpage.
	Item 1
	Item 2
	Item 3
Billing Schedule C
Parent 01		Yes	Multiple sales invoices for one revenue split item (Parent 01) to different customers based on the settings of the Customer Split page.
	Item 1
	Item 2
	Item 3
Parent 02		Yes	Multiple sales invoices for one revenue split item (Parent 02) to different customers based on the settings of the Customer Split page.
	Item 1
	Item 2
	Item 3

Milestone Billing Items

For milestone billing items, the Customer Split page is only available for milestone billing child items, and not available for the milestone billing parent item.

		Customer Split	Sales order created
Billing Schedule A
Milestone Billing Parent 01			One sales invoice with all milestone billing child items, to the same customer.
	Item 1	No
	Item 2	No
	Item 3	No
Milestone Billing Parent 02
	Item 1	No
	Item 2	No
	Item 3	No
Billing Schedule B
Milestone Billing Parent 01
	Item 1	Yes	Multiple sales invoices for milestone billing child item (Parent 01, Item 1) to different customers based on the settings of the Customer Split page.
	Item 2	No	One sales invoice for milestone billing child items to the same customer (Parent 01, Item 2 and Parent 02, Item 3).
	Item 3	Yes	Multiple sales invoices for milestone billing child item (Parent 01, Item 3) to different customers based on the settings of the Customer Split page.
Milestone Billing Parent 02
	Item 1	Yes	Multiple sales invoices for milestone billing child item (Parent 02, Item 1) to different customers based on the settings of the Customer Split page.
	Item 2	Yes	Multiple sales invoices for milestone billing child item (Parent 02, Item 2) to different customers based on the settings of the Customer Split page.
	Item 3	No	One sales invoice for milestone billing child items to the same customer (Parent 01, Item 2 and Parent 02, Item 3).
Billing Schedule C
Milestone Billing Parent 01
	Item 1	Yes	Multiple sales invoices for milestone billing child item (Parent 01, Item 1) to different customers based on the settings of the Customer Split page.
	Item 2	Yes	Multiple sales invoices for milestone billing child item (Parent 01, Item 2) to different customers based on the settings of the Customer Split page.
	Item 3	Yes	Multiple sales invoices for milestone billing child item (Parent 01, Item 3) to different customers based on the settings of the Customer Split page.
Milestone Billing Parent 02
	Item 1	Yes	Multiple sales invoices for milestone billing child item (Parent 02, Item 1) to different customers based on the settings of the Customer Split page.
	Item 2	Yes	Multiple sales invoices for milestone billing child item (Parent 02, Item 2) to different customers based on the settings of the Customer Split page.
	Item 3	Yes	Multiple sales invoices for milestone billing child item (Parent 02, Item 3) to different customers based on the settings of the Customer Split page.

Invoice Consolidation Options

When invoices are created for items that use customer split, the standard consolidation options on the Invoice Creator can be applied to the items. Review the following examples.

Consolidate by Customer Only

On the Invoice Creator, the consolidation options are set as follows:

• Consolidate by customer = Yes
• Consolidation by item = No

The following table shows the consolidated sales orders.

Customer Number	Schedule number	Item Number	Sale order number
Cust-A	Schd 1	IT-A	Sale order 1 for Cust-A has 2 lines Sale order 2 for Cust-B has 2 lines Sale order 3 for Cust-C has 2 lines
Cust-B	Schd 1	IT-A
Cust-C	Schd 1	IT-A
Cust-A	Schd 2	IT-A
Cust-B	Schd 2	IT-A
Cust-C	Schd 2	IT-A

Consolidate by Customer and Item

On the Invoice Creator, the consolidation options are set as follows:

• Consolidate by customer = Yes
• Consolidation by item = Yes

The following table shows the consolidated sales orders.

Customer Number	Schedule number	Item Number (All consolidation element are same)	Sale order number
Cust-A	Schd 1	IT-A	Sale order 1 for Cust-A has 1 line Sale order 2 for Cust-B has 1 line Sale order 3 for Cust-C has 1 line
Cust-B	Schd 1	IT-A
Cust-C	Schd 1	IT-A
Cust-A	Schd 2	IT-A
Cust-B	Schd 2	IT-A
Cust-C	Schd 2	IT-A

Consolidate by Customer and All Periods

On the Invoice Creator, the consolidation options are set as follows:

• Consolidate by customer = Yes
• Consolidation all periods = Yes

The following table shows the consolidated sales orders.

Customer Number	Schedule number	Item Number (All consolidation element are same)	Sale order number
Cust-A	Schd 1	IT-A (billing detail line 1)	Sale order 1 for Cust-A has 1 line Sale order 2 for Cust-B has1 line Sale order 3 for Cust-C has 1 line
Cust-B	Schd 1	IT-A (billing detail line 1)
Cust-C	Schd 1	IT-A (billing detail line 1)
Cust-A	Schd 1	IT-A (billing detail line 2)
Cust-B	Schd 1	IT-A (billing detail line 2)
Cust-C	Schd 1	IT-A (billing detail line 2)

 

Termination

If termination’s Credit option is “Issue credit”, create credit memo to each customer to which the line has been split with. The credit to each customer will not be based on the split but will be prorated based on the billed amount. Since each customer could be billed differently, the refund should reflect accordingly.

Example: The Net amount for each period is $1,000. Two periods were billed for a total of $2,000. First period was split 75-25 between customer A and B. While in the second period, it was solely paid by customer A. The contract was terminated in the first period with issue credit option, with a refund of $1,000.

	Customer A	Customer B
1st period	$750	$250
2nd period	$1000	$0
Total Refund	$1750	$250