Split Billing Information

The Childcare Split-Billing task allows the user to identify a second party that will be partially responsible for the cost of this program. Information entered here will be utilized for future billing purposes.

To add split billing information:

1. Search for and select an existing childcare order.
2. From the Order Summary screen, select the pencil icon to open the Order Details screen.
3. From the Work With Selected Lines drop-down, select Childcare Split Billing.
   
4. The Childcare Split-Billing screen displays, as shown below.
   
5. Click New Split Bill-To to add a new split bill-to customer.
   The Add New Split Bill-To screen displays.
6. Search for the customer you wish to add as a bill-to, then select Apply.
   
7. To add Billing Details for the new split bill-to customer, select the customer from the Childcare Split Billing grid and then select +Billing Details.
   
8. The Add New Split Bill-To details screen displays, as shown below.
   
9. The CoPayor is automatically set to your selected Bill-To customer..
10. Enter the Begin Date and End Date.
11. Select the Calculation Method.
    1. If Split-Bill Percentage is selected, the user will enter the Percent Due by the split-billing customer.
    2. If Split-Bill Amount Due is selected, the user will enter the Amount Due by the split-billing customer, as well as the Split-Bill Max Amount.
    3. The primary bill-to will be responsible for the remainder of each invoice order.
12. Select the Bill-To CoPay Payment Type from the drop-down, if necessary.
13. Enter the Bill-To CoPay Amount, if necessary.
14. Select the Payment Method from the drop-down.
15. Click Add New Card to add a new credit card.
16. Click Add New EFT to add new EFT information.
17. Click Apply.
18. To edit the CoPayor Record, click the pencil icon in the grid next to the corresponding record.