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Here in Australia, we have Home Care Packages where the elderly client pays 30% for the cost of ingredients and HCP providers pay 70% of the invoice. We provide frozen meals under this scheme. How do we do split invoicing in Business Central?

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Posted on by lisapedrosa 25

Here in Australia, we have Home Care Packages where the elderly client pays 30% for the cost of ingredients and HCP providers pay 70% of the invoice.  Our company provides frozen meals under this scheme.  How do we do split invoicing in Business Central where a Sales Order is 30% prepaid by the client immediately and 70% is on the account of the Home Care Package provider?  The customer in the Sales Order is the HCP provider and the Bill To is the client but when the invoice is posted, the HCP provider receives the email invoice of 30%, which is not ideal as this confuses the customer.  What is the best way to do this?

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  • lisapedrosa Profile Picture
    lisapedrosa 25 on at
    RE: Here in Australia, we have Home Care Packages where the elderly client pays 30% for the cost of ingredients and HCP providers pay 70% of the invoice. We provide frozen meals under this scheme. How do we do split invoicing in Business Central?

    Hi Zhu, Thank you for your response.

    What was done instead was the use of "Prepayment" of 30% to the Ship To Contact which was paid for immediately by the end customer.  Once the prepayment is settled, the goods are released for shipping.

    The Healthcare Provider, who pays the 70%, is able to pay in accordance with the payment terms available to them.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 70,124 Super User 2024 Season 2 on at
    RE: Here in Australia, we have Home Care Packages where the elderly client pays 30% for the cost of ingredients and HCP providers pay 70% of the invoice. We provide frozen meals under this scheme. How do we do split invoicing in Business Central?

    Hi, I've seen similar functionality before in the Italian version on AppSource. But it just splits customer and vendor entries, not customers, hopefully gives you some hints.

    https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.navlab-1990684%7CAID.tempozerocloud%7CPAPPID.dd03d28e-4acb-48d9-9520-c854495362b6?tab=Overview

    https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.alterna%7CAID.72e99a79-e723-49d9-9dff-8938cf39b86b%7CPAPPID.72e99a79-e723-49d9-9dff-8938cf39b86b?tab=Overview

    Thanks.

    ZHU

  • lisapedrosa Profile Picture
    lisapedrosa 25 on at
    RE: Here in Australia, we have Home Care Packages where the elderly client pays 30% for the cost of ingredients and HCP providers pay 70% of the invoice. We provide frozen meals under this scheme. How do we do split invoicing in Business Central?

    Hi Josh, Appreciate your taking the time to answer this question.  We did expect this but because I'm a novice at Business Central I wanted to make sure this was the case before we sought a solution that involved re-engaging the Microsoft partner.

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: Here in Australia, we have Home Care Packages where the elderly client pays 30% for the cost of ingredients and HCP providers pay 70% of the invoice. We provide frozen meals under this scheme. How do we do split invoicing in Business Central?

    Not achievable with standard. You will either need to research on appsource or work directly with your Microsoft partner to develop something. I have seen this type of feature in a large professional services solution so I can’t direct you to a cost savvy solution

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