What the article covers
What Quick Split does
Where to find it
How to use it
What does Quick Split do?
Quick Split splits an invoice total into exactly two lines. You enter one amount - along with a description, and an optional ledger account, and tax code - and Datamolino calculates the remaining balance as the second line. A preview shows both lines before you confirm.
If you need to split an invoice into more lines or if you need to split it regularly, see the one-off bill split and recurring bill split features.
Where do I find Quick Split?
Quick Split is available inside any open document, under the Export as: Invoice total or Export as: Line items views. From there, click Bill Split, then select Quick Split.
How do I use Quick Split?
To create a Quick Split, follow these steps:
Open a document and select Export as: Invoice total or Export as: Line items.
Click Bill Split and choose Quick Split.
Select what the split is for: Other Charge, Shipping & Freight, or Tip / Service Charge.
If you selected Other Charge, enter a custom description.
Enter the Split Amount. This must be a number (positive or negative), not a percentage.
Optionally, select a Ledger account and Tax code for the split line.
Review the two lines shown in the preview, then click Split Invoice.
Capabilities and Limits of the Quick Split
Is Quick Split available for everyone?
Quick split is not available:
when using Export as: Tax summary. Switch to Invoice total or Line items.
when your folder is not connected to any accounting software or connected to FreeAgent. To use a split with FreeAgent, use the reoccurring split here.
What are the limits of the Quick Split?
Quick Split is limited to the following:
How will the split line be coded if I don't select any ledger account or tax code?
if you don't select any ledger account or tax code when creating a Quick Split, the split line will be coded using the default ledger account and tax code you set up for your Xero/Quickbooks contact. If there is no default, it will require manual coding.
How will the automatically calculated remainder line be coded?
The automatically calculated remainder line created with a Quick Split will be coded using the default ledger account and tax code you set up for your Xero/Quickbooks contact. If there is no default, it will require manual coding.