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
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Start a Back Office Booking
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Go to Bookings > Create Booking.
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Bill To: Select 'Split'
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In the Bill To field, choose:
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Organisation
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Booker
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✅ Split
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Assign Funding Organisations
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Use the search field to select the funding organisation(s).
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Set the percentage split between the booker's organisation and the funding partner.
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Example: 30% to Booker's Company, 70% to Funding Organisation.
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Ensure you select the ADD button for each contact
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Create booking | assign funding contact
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Complete the Booking as Normal
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Add delegate names.
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Select the course schedule.
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Enter the PO number (if applicable).
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Click Book.
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🎉 Outcome
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✅ The booking is confirmed and the delegate is added to the schedule.
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📩 Confirmation emails are triggered as per your notification settings.
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🔁 Two transactions are automatically created based on the selected percentage split.
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🧾 Each transaction is linked to the relevant organisation (booker and funder).
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💼 You can now generate invoices for each organisation as needed.
📌 Notes for Admins
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Manual Invoice Generation: Since there are multiple invoice recipients, invoices must be generated manually.
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Invoice Templates: The split payment invoice will pull from each organisation’s address, not the "Booking > Invoice Address" field.
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Best Practice: Use a dedicated split-invoice template to keep formatting clear and consistent.