Debtor Maintenance - Split Payments tab

Use the Split Payments tab to redirect debtor charges from one debtor to another. For example, use split payments where separated parents share the fees. Split payment rules are linked to the debtor, not the student.

Note: If there are concessions on a split debtor account, for example sibling discounts, the concessions must also be defined as splits.
Charges from the sales function will only go to the student's primary debtor.

You can redirect all charges:

by either a percentage or dollar amount, including manual charges and adjustments to another account
of a certain type, such as tuition fees, to another debtor by a percentage or dollar amount.

Note: Percentages are always based on the original gross amount not reducing nett.

Tip: If you have a situation where one person is paying everything except tuition fees for a student, make this person the primary debtor. Link the person who is paying the tuition fees to this debtor by using Split Payments and allocate 100% of the tuition fees to this person.

Opening the Split Payments tab

Debtor Maintenance - Split Payments tab key fields and buttons

Fields

This area shows the details of the currently selected debtor in the Sends Split Payment Charges To grid area.

Sends Split Payment Charges To area fields

Field	Description
Debtor ID	Debtor's Synergetic ID number.
Debtor Name	Debtor's name.
Reference	The students attached to the debtor.
Fee Cat	Fee category. The fee category is defined against each fee code. See Debtor Fee Maintenance - General tab. Note: If you are using split payments, ensure that the appropriate fee category is recorded against the fees that are to be split.
Percent	Percentage of the fee paid by the debtor, if applicable.
Amount	Amount of the fee paid by the debtor, if applicable.

Buttons

Button	Description
	Launch the Debtor Maintenance window for the selected debtor. See Maintaining debtors.
	Add a new debtor record. If necessary, adjust the payment split.
	Insert a new debtor record. The new debtor is inserted into the list immediately before the highlighted debtor. If necessary, adjust the payment split.
	Delete a debtor record. If necessary, adjust the payment split.
	Find an existing debtor to split payments with.
	Create a new debtor to split payments with.

Receives Split Payment Charges From grid area fields

This area shows the debtors who send split payment debts to this debtor.

The fields in this grid area are the same as the fields on the Sends Split Payment Charges To area.

Last modified: 7/11/2012 9:39:04 AM