Split Payment

Why?

Split Payment is a Business Central extension for organisations that need to allocate document amounts across multiple customers, vendors, or G/L accounts, on both the sales and purchase sides.

Do you have a sales invoice funded by several organisations, or individual invoice lines that must be assigned to different payers? Standard Business Central lets you redirect a complete invoice with the Bill-to Customer No., but it does not split a document or selected lines across several customers. Split Payment supports both document-level and line-level allocation.

The same flexibility is available for purchases. A complete purchase document or selected purchase lines can be distributed across multiple vendors or G/L accounts while remaining part of the standard Business Central posting process.

What does it do?

Split Complete Documents

Configure default split percentages on Customer and Vendor cards.
Inherit those rules automatically onto sales and purchase documents.
Review and adjust the split before posting.
Allocate each share to another customer or vendor, or directly to a G/L account.

Document-level splitting is available for sales and purchase documents, including orders, invoices, and credit memos.

Split Individual Document Lines

Apply a dedicated Split Payment Template to a sales or purchase line.
Create a new template directly from a Sales Order, Sales Invoice, Sales Credit Memo, Purchase Order, Purchase Invoice, or Purchase Credit Memo line.
Define different destinations and percentages for different document lines.
Reuse an existing unblocked template where the same allocation is required again.

The template is linked to its source line and uses the line's Amount Including VAT as its calculation basis. Sales templates allocate to customers; purchase templates allocate to vendors. Both can allocate to a G/L account instead.

A document uses either header-level splitting or line-level templates. The extension prevents both methods from being combined on the same document, avoiding duplicate or ambiguous allocations.

Enter a Percentage or an Amount

Template lines can be entered in whichever way is more convenient:

Enter a Percentage and let the extension calculate the split amount.
Enter a Split Amount and let the extension calculate the corresponding percentage from the source line amount.

The total percentage is shown on the template and validated before assignment, helping prevent allocations above 100%.

Review the Allocation

See the total split percentage directly on sales and purchase document lines.
Use the Split Amount by Customer or Split Amount by Vendor FactBox to review the allocation before posting.
Review customer or vendor totals from posted document cards and posted invoice lists.
Open Line Split Details on posted invoices and credit memos to see the source line, template, destination, percentage, split amount, and reason code.

Print Allocation Reports

After posting a sales invoice or sales credit memo, print reports that document how the sales document was allocated:

Split Allocation Detail shows all customer and G/L account allocations, including source line information, quantities, percentages, amounts, currency, and the original document details.
Split Sales Matrix presents the allocations in a matrix-style view for the posted sales document.
Split Customer Allocation produces a customer-specific allocation document that can be printed for the selected customer. It includes customer and document details, source lines, percentages, amounts excluding and including VAT, VAT amounts, and currency.
The standard Sales Invoice report is extended with additional split-payment information that can be printed or added to the invoice layout, including the split percentage, split customer details, split document number, and allocation details for each invoice line.
Two additional Sales Invoice RDLC layouts are provided, in portrait and landscape formats, to show the split details per invoice line and per customer. When an invoice is printed for a selected split customer, the layout can present that customer's address and allocation-specific document information alongside the relevant line allocations.

The reports can be filtered by document type and document number. The customer-specific report can also be filtered by customer number, making it suitable for sending the relevant allocation details to an individual customer. Reports are available from the posted sales invoice and posted sales credit memo actions, as well as from the allocation FactBox.

Post Through Business Central

Split entries are created through Business Central's standard journal and posting routines. The resulting amounts are reflected in the appropriate:

Customer Ledger Entries
Vendor Ledger Entries
General Ledger Entries

Invoice and credit memo signs are handled automatically for both sales and purchases. Foreign-currency information, posting dates, due dates, and reason codes are carried into the split entries.

Who is it for?

Ideal for organisations that share revenue or costs between funding bodies, group companies, departments, customers, vendors, or designated G/L accounts, especially when the allocation differs by document line.

Supported Languages

The user interface is available in 14 languages:

English, Czech (cs-CZ), German (de-DE), Spanish (es-ES), French (fr-FR), Indonesian (id-ID), Italian (it-IT), Japanese (ja-JP), Dutch (nl-NL), Polish (pl-PL), Portuguese (pt-PT), Swedish (sv-SE), Thai (th-TH), Chinese Simplified (zh-CN).