Split invoicing lets you divide the charges on a job into separate invoices for different customers. This is useful for insurance jobs where part of the charges go to the insurance company and part to the customer, or any scenario where multiple parties share the cost of a job.
By default, a job can be split between two customers. Workshops with Split Invoice Enhancements enabled can split a job across up to four customers.
⚠️ Important: Jobs cannot be split into separate invoices after an invoice has already been generated.
🔀 Creating a Split Invoice
Access the Split option
Ensure all job postings (labour, parts, etc.) are complete before splitting.
Instead of clicking Generate Invoice, hover over the Invoice button and select Split.
Set up the first split
The Split screen opens showing all services on the job with their parts and labour listed as line items. The top row displays the customer the job was created for. This is your first split.
Add additional customers
Click the + icon to the right of the existing customer name in the header row. The Add Invoice Customer screen appears.
Search for and select the customer for this split.
Optionally enter an Order Number as a reference (e.g. an insurance claim number or purchase order reference).
Optionally enter an Excess amount and set the sign to positive (+) or negative (–). With two splits, the opposite sign is automatically applied to the other customer.
Click Add. The customer's name appears as a new column in the line items table.
Repeat to add up to three additional customers, for a maximum of four splits.
📝 Note: With three or four splits, the Excess field includes an N/A option for splits that do not participate in the excess adjustment. Only one split can hold the positive excess and one the negative — the others should be set to N/A.
📝 Note: To edit a customer's details after adding them, click the edit icon beside their name in the header row.
Allocate line items
Each customer has a column in the line items table. All charges start assigned to the original customer.
Click the radio button on any line to move it to a different customer's column.
Every line item must be assigned to exactly one customer before invoices can be generated.
⚠️ Important: Every split must have at least one line item assigned or an excess amount set. A split with neither will block invoice generation.
Review totals and preview
The footer shows the subtotal, freight, discount, and excess for each customer:
Use the Edit View / Preview toggle to switch to a preview of the invoices. Preview only shows invoices for splits that have a customer selected and charges assigned:
Save as draft
Click Save Draft to return to the job screen without generating invoices. You can continue editing the job after saving a draft.
📝 Note: If you add new postings to the job after saving a draft, check that those lines are allocated to the correct customer when you return to the split screen.
Generate invoices
Click Generate Invoices to produce a separate tax invoice for each customer.
Each invoice calculates GST independently based on the GST rate on that customer's record.
✏️ Editing Split Invoices
Split invoices can be edited after generation, provided no payments have been entered against any of the invoices yet.
From the Invoice List or Job List, click the job number to open the job in Invoice View.
Click Manage Invoices in the bottom right to return to the Split screen.
Reallocate line items or update customer details as needed.
Ensure any newly added job postings are allocated to the correct customer.
Click Update to apply changes.
If invoices have already been sent to customers, resend them with an explanation of the changes.
📝 Note: Once invoices have been generated, no new splits can be added. Adding additional customers is only possible before the initial invoices are generated.
⚠️ Known Scenarios
A split has no line items and no excess set: Invoice generation is blocked with the message: "Each invoice should have at least one line item or an excess amount." Assign at least one line or set an excess on that split, or remove it.
A split total is negative: Invoice generation is blocked. Review the excess amounts and line allocations to ensure no split results in a negative total.
An archived customer is on a split: Invoice generation is blocked. Update the split to use an active customer.
The job has unbilled purchase orders: Invoice generation is blocked until all purchase orders are finalised or removed.
Deposits exceed the first split total: Invoice generation is blocked. Deposits cannot exceed the invoiced amount on the first split.
Changing a customer after invoices are generated: In some cases this is permitted, provided the replacement customer has the same GST rate. Changing to a customer with a different GST rate is not allowed.
💸 Xero and Split Invoicing
Each split produces a fully independent invoice in Xero, regardless of how many splits are used. All invoices sync through the same pathway.
⚠️ Important: If any split results in a zero dollar total, it will cause an error when syncing to Xero, as Xero does not accept zero dollar invoices. Ensure every split has a non-zero total before generating invoices.
💡 Coming from SAM, Orion, or Synergy?
If you previously used head/sub accounts, head office billing, or similar features in SAM, Orion, or Synergy, split invoicing is the closest equivalent in Auxo Workshop.
There are no predefined head or head office accounts in Auxo Workshop. The relationship between the billing party and the customer is set up at invoice time, not in advance.
Each split is done manually per job. When you are ready to invoice, use the Split option to select the second billing party (such as an insurer) and allocate charges across the invoices.
Insurance jobs work the same way. Set up your insurer as a customer in Auxo Workshop, then use split invoicing to bill the excess to the vehicle owner and the remainder to the insurer.