Split a Transaction on Dashboard

You can split a transaction by percentage or amount. This section describes how to split a transaction on Split Settlements Dashboard.

To split a transaction on Split Settlements Dashboard:

1. Select Transactions from the menu.

   The Transactions Overview page is displayed.

2. Click the Actions menu against the transaction and then select Create Split from the menu, similar to the following screenshot:

The Select Sub-Accounts and Split Configuration page.

3. Select the sub-accounts or child merchants for the split from the Select Sub Accounts for the Split drop-down list. Use the check box to select one or more child merchants.
4. Select any of the following split types from the Split Options drop-down list:
   • Split By Absolute Amounts
   • Split By Percentage
5. Enter the split percentage or amount for Parent (your account).
6. Enter the split percentage or amount for each child merchant. For example, the split percentage specified for a parent and two sub-accounts.

📘

Notes:

• For Split by Percentage, you must ensure that the total split percentage entered in Step 5 and Step 6 is 100.
• For Split by Amount, you must ensure that the total of the split amount entered in Step 5 and Step 6 is equal to the transaction amount (that you are trying to split).

7. Click Proceed.

   The Review & confirm the Split page is displayed.

8. Click Confirm.

📘

Note:

If you wish to update, click Go back to edit and perform Step 3 to Step 6.

A confirmation message is displayed.

If the split could not be created, an error message. "Split could not be created, please try again" message is displayed.