Customer 64001 - European Guidance Systems are having trouble making the payment for invoice SII 720 for $6500. We have agreed that they can repay this invoice in 4 equal payments. You are required to split the original invoice into 4 equal amounts and record this agreement as a note.
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Select Account Details and select 64001 - European Guidance Systems. Click on the transactions button to view currently outstanding transactions.To split the amount for invoice SII 720, you first need to select the invoice. Once you have located the correct invoice, right click to enable the selection menu and select the Split Transaction option.  Click here to see a screenshot

The Transaction Split screen will be opened. From here you can define the split you wish to make.
Click here to see a screenshot
Complete the screen as following:
No. of Splits
Enter 4 (i.e. we are splitting the amount 4 times).
Amount/Other Amount
Select Amount. This means that we are splitting based on the base amount and not the other amount.
1st Due Date
Enter today’s date. The first split line will have a due date of today.
Split Due Dates Select Monthly.
Collect will then calculate the due dates on the remaining three transactions on a monthly basis. Enter the amount of splits required and select how often the payments are to be made.
Equal/Empty Split
Click on Equal Split to split the base amount of $6500 into four equal amounts. To define your own split values, you would select Empty Split. An empty split will allow you to enter the 4 amounts. An equal split will split the total amount into 4 equal payments. Select Equal Split.
Click on OK to complete your split.
Invoice SII 720 is now split into 4 amounts, each amount having the same invoice number.
Click here to see a screenshot
You now need to record your note. Close the transactions screen.
From the Account Details screen, click on New. This will take you to the New Payment Notes screen.
Enter a new payment note: select the action code, choose contact details, leave the dates as the default.
Type in the following for your note comment: "Invoice SII 720 cannot be paid in one payment. They have requested to pay the invoice in four equal amounts. This has been arranged. The first payment is due now. Each subsequent payment will be made monthly."
Click here to see a screenshot
Save your note and click on the Transactions button.
We will now link the transactions in question to the new note we have entered.
Click here to see a screenshot
Using your shift key, select the four transactions for invoice SII 720.
Using the up arrow "^" send the transactions to the top part of the screen.
The transactions in the top part of the screen are now linked to the note.
Mark the note as “Note Done”.
Close this screen.
Save and close your note. Notice that the note now has 4 transactions attached to it.
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