Setting up a split¶
1. The accounting settings¶
In Settings → MR/MRS, under the optional features:
Split Billing Journal — a journal of its own, separate from the resident journal.
Split Billing Suspense Account — the account that carries the resident statement.
Required before generating
Without these two settings, the generation of split invoices stops before touching anything. Nothing is produced, nothing is deleted.
2. The debtors on the resident¶
On the resident’s record, Billing tab:
Set Invoice Type to Split Billing — Anticipatory or Split Billing — Arrears, depending on whether the month is billed in advance or in arrears.
Fill in the Split Billing Partners list: the debtor, the intervention type (Percentage, Fixed amount or Variable), and the percentage or the amount.
Save.
The order of the lines matters: the last line absorbs the rounding.
Percentages balance themselves
On saving, lines left at zero share what remains; otherwise the last untouched line absorbs the difference. Deleting a line frees its share to the last one. Fixed amounts are never rebalanced automatically.
A few rules worth knowing:
a resident cannot be their own debtor, and each debtor appears once;
a fixed amount must be positive;
an archived debtor blocks generation, naming the person concerned;
a resident set to split billing without any debtor is refused.
3. At admission¶
The admission wizard carries the same list: the debtors can be recorded straight away. If the resident already has some, the wizard shows them for reference only, with a note saying to change them on the resident’s record rather than in the dialog.
4. The terms are frozen on the stay¶
A stay bills under the terms it was opened with: the invoice type and the debtors are copied onto it. Changing the debtors on the resident today affects the next stay, not the one in progress.