How Invoice Splitting Works

Source: invoices_controller.rb:660-718

• Cannot split processed or closed invoices -- only open invoices can be split
• A new invoice is created with identical settings (customer, vehicle, tax, etc.)
• Items are moved to the new invoice with the specified quantities; if the full quantity is moved, the original item is destroyed
• Labor items are only transferred when the full quantity of their parent item moves
• An excess_amount on the split creates a WS_EXCESS_AMOUNT product automatically if one does not already exist
• Both invoices are linked via split flags and IDs so the system tracks the relationship
• The new invoice starts as open with job status booked

Support scenarios

• "Why can't I split this invoice?" -> it must be in open status; processed or closed invoices cannot be split
• "Some labour times didn't move to the new invoice" -> labour items only transfer when the entire quantity of the parent line item is moved
• "There's a WS_EXCESS_AMOUNT line on the split invoice" -> the split had a value discrepancy that was captured as an excess amount product