Split Transactions for Funding Partners / funding style bookings

Overview

Our new Split Transactions feature allows admins to allocate course costs between multiple parties — typically the booker's organisation and a funding partner. For example, if a course fee is €1000, you can charge 70% (£700) to the funding organisation and 30% (£300) to the booker's company.

💡 This is an add-on feature. Please contact your CourseCo Account Manager for a demo or pricing.

✅ How to Create a Split Booking

1. Start a Back Office Booking

   • Go to Bookings > Create Booking.

2. Bill To: Select 'Split'

   • In the Bill To field, choose:

     • Organisation

     • Booker

     • ✅ Split

3. Assign Funding Organisations

   • Use the search field to select the funding organisation(s).

   • Set the percentage split between the booker's organisation and the funding partner.

     • Example: 30% to Booker's Company, 70% to Funding Organisation.

     • Ensure you select the ADD button for each contact

   • 

4. Complete the Booking as Normal

   • Add delegate names.

   • Select the course schedule.

   • Enter the PO number (if applicable).

   • Click Book.

🎉 Outcome

• ✅ The booking is confirmed and the delegate is added to the schedule.

• 📩 Confirmation emails are triggered as per your notification settings.

• 🔁 Two transactions are automatically created based on the selected percentage split.

• 🧾 Each transaction is linked to the relevant organisation (booker and funder).

• 💼 You can now generate invoices for each organisation as needed.

📌 Notes for Admins

• Manual Invoice Generation: Since there are multiple invoice recipients, invoices must be generated manually.

• Invoice Templates: The split payment invoice will pull from each organisation’s address, not the "Booking > Invoice Address" field.

• Best Practice: Use a dedicated split-invoice template to keep formatting clear and consistent.