Overview
Dealerware’s split billing capabilities allow your dealership to manually or automatically assign invoice balances to additional payers.
After you have split a bill, you must manage any resulting unsettled balances. Learn how below.
Manage Unsettled Balances Resulting from Split Billing
After you have split a bill and assigned a balance to an Additional Payer, you should review the Additional Payer balance in Dealerware, submit an invoice in that amount to the 3rd party entity who owes the balance (not using Dealerware), and then mark the balance as paid in Dealerware.
Review & Collect Additional Payer Balances
Select Reports from the main menu (Admin permission required)
Select the Unsettled report
Locate the Additional Payer balance by selecting Filter from the top-right of the report
Using the dropdown, select Payer Type > Equals > Additional Payer or Name > Equals > Additional Payer name
Contact the 3rd party entity who owes the balance and collect payment (outside of Dealerware)
Mark Additional Balances as Paid
After submitting an invoice to a 3rd party entity that owes the Additional Payer balance, mark the balance as paid by following the steps below.
Select Reports from the main menu
Select the Unsettled report
Locate the contract associated to the invoice you wish to access
Select the Contract ID
In Billing, navigate to the Payment Information > Additional Billing Information
Navigate to Amount Due, then turn on the Paid toggle
After marking the balance as paid, it will appear in the Revenue Report
Create a Standard Source of Business Report
Using the name and payer_type fields in the Unsettled report, you can create a reporting standard for your dealership’s Source of Business reporting needs.
Select Reports from the main menu
Select the Unsettled report
Sort the report by using the Filter and Column functions at the top-right of the report
Download the report to your desktop
Open the report using your preferred spreadsheet tool
Group the data as needed