How do I split a transaction?

How do I split a transaction?

You can split a transaction (charge or payment) on any transaction screen (i.e. for Reservations as well as for House Accounts). On the transactions screen, in the “Payment” column, simply click the drop-down menu, indicated by the arrow pointing down, next to the transaction and click “split transaction" as shown below. 

Please note that if your screen looks like the screenshot below, please click off the split view screen by clicking the 3 lines icon as highlighted, to open up the full options on the table.

Please be aware that splitting transactions can impact historical reports so ensure that your Accounts department is aware of this. Please also note that credit card or External Payments CANNOT be split. 

Offline cards, Cash, Cheque, Bank Transfer, Voucher and Balance Forward can all be split. 

If you split a logged payment, you can select the payment method for the split amount (e.g. if a guest would like to pay in part by cash and in part by bank transfer) and either split an amount by a percentage of the original amount, or enter a specific amount in the respective field:

The 'Original Transaction Amount' at the top will change as you enter either your chosen percentage or value amount in the fields below this. Once the figures have been entered, choose the payment method of the secondary transaction and then press Save.