Split Payments

How do I split one invoice between two jobs (or more)?

In Goldenseal accounting software, each Material Purchase or similar expense applies to one project or overhead account. To split an invoice between more than one job, follow these steps:

1. Choose Material Purchases from the Costs menu.
2. Click the New button.
3. Enter details for the portion of the purchase that applies to one job, including the invoice number, and Vendor Invoice as the payment method.
4. Choose Duplicate Record from the Edit menu.
5. Enter details for the portion of the purchase that applies to the second job.
6. Repeat steps 4 and 5 for each job covered by the purchase.

NOTE-- These instructions also apply to Subcontractor Costs or Other Costs. You can split an invoice between any mix of Projects, Overhead, and other job cost accounts. You can also use the Non-Business checkbox to split an expense between business and personal expenses.

To make a combined payment covering the entire invoice, follow these steps:

1. Choose Pay Bills from the Bank menu.
2. If necessary, change the popup field at upper right to show the correct type of vendor.
3. Double-click on the vendor.
4. Turn on the checkboxes for all portions of the purchase. Click OK.
5. Click the Create Checks button to write a check, covering all portions of the purchase.

HINT-- You can also pay by cash, credit card, or some other method.

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