Splitting bills is a common task for Travel Agents, especially when managing client payments for deposits and final balances. This guide will help new Travel Agents understand how to use the "Split Bill" feature in our system, making the process clear and straightforward.

Step 1: Navigate to Lead Financials Page

• Access Lead Financials: Start by navigating to the Lead Financials page.
  
  

• Select Cost Item: Find the cost item you wish to split.
  
  

• Click the "Split Bill" Icon: Click on the "Split Bill" icon next to the selected cost item.

This feature allows you to split the bill into two parts, typically one for the deposit and one for the final payment.

Step 2: Fill Out the Popup

Once you've clicked the "Split Bill" icon, a popup titled "Split Bills for Cost" will appear. Here’s how to fill it out:

• Choose Split Method:You have the option to split the bill by value or by percentage.

  • Value: Enter a specific amount for the deposit (e.g., $500).

  • Percentage: Enter a percentage of the total cost (e.g., 25%).
    
    

• Enter Payment Details: Fill in the payment method, deposit date, and final bill date.
  
  

• Supplier Details: The system will automatically add the supplier's name and create two separate supplier bills for this record.

Step 3: Review the End Result

After filling out the popup and confirming the details, the system will create two bills: one for the deposit and one for the final payment. The resulting split will appear under the Supplier Bills section.

Why Use the Split Bill Feature?

Using the "Split Bill" feature is beneficial for several reasons:

• Flexible Payment Management: It allows you to handle deposits and final payments separately, offering flexibility for different client needs or specific situations.
  
  

• Clear Record Keeping: Having separate bills for deposits and final payments ensures clear and organized financial records.
  
  

• Automated Supplier Details: The system automatically fills in the supplier details, reducing manual entry and potential errors.
  
  

By following these steps, Travel Agents can efficiently manage client payments, ensuring a smooth and organized billing process. This feature is designed to save time and reduce errors, making it easier for you to focus on providing excellent service to your clients.

And that's how to Create Split Bills on the Oasis Travel Platform! We hope you found this guide helpful. If you need additional help or want to share your thoughts, reach out at [email protected]. We love hearing from you and are always here to help.