> For the complete documentation index, see [llms.txt](https://help.horsespot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.horsespot.com/product-docs/show-day-tools/barn-accounts/managing-billing-and-splits.md). # Managing Billing & Splits {% embed url="" %} ## **Billing and Splits on Barn Accounts** This guide covers how billing and splits work on barn accounts. ### Why Add Billing Items to a Barn Account If you're adding billing items to a barn account, it's because you intend to track those items there until you're ready to either split them out to entries or let someone pay the balance directly on the barn account. **Adding Billing Items** 1. Go to the Billing tab on the barn account. 2. Make adjustments to any items you'd like to add, for example, one tack stall, 40 bags of shavings, or 5 bales of hay. 3. Click Save. As a reminder, you can also go to the entries screen to see every entry with the same trainer that's part of this same barn account. **Splitting Fees Out to Entries** When you're ready to split fees out, go to the Splits tab. Horse Spot offers two ways to split fees: * Itemized, split out by the quantity of each fee. * Lump sum, where only the dollar amount reflects on the entry's statement, without itemizing individual quantities. {% embed url="" %} ## **Itemized Splits** ### **Filtering to Fees That Need Splitting** By default, you'll only see fees that have items still needing to be split. If you'd rather see every fee on the show, adjust the filter settings to show everything. **Auto-Splitting a Fee** 1. Select the fee you're ready to split, for example, a tack stall. 2. Leave all entries selected by default, or adjust which entries are included, such as leaving one entry out. 3. Click Auto Split. **Manually Adjusting a Split** 1. Find the quantity field next to each entry. 2. Enter the amount you want that entry to be responsible for (for example, 0.25 for a quarter of a stall). 3. Repeat for each remaining entry until the full quantity is accounted for (for example, 0.25 on Entry A, 0.25 on Entry B, and 0.5 on Entry C). 4. If you make a mistake or want to start over, click Reset to return every entry back to its original state before you made changes. **Saving and Reviewing an Itemized Split** 1. Once your split is set the way you want, click Save. This moves the quantities off the barn account and onto each entry. 2. Open one of the affected entries. 3. Go to the Billing tab to confirm the split amount is reflected there (for example, one third of a tack stall). 4. Download the entry's statement to confirm the same split amount appears there as well. **Undoing an Itemized Split** 1. Go back to Barn Accounts and open the barn account you were working in. 2. Go to the Splits tab. 3. Adjust your filter settings if needed to find the fee again. 4. Click Undo Splits. This pulls the fee back off the entries and returns it to the barn account. **Splitting Multiple Fees** You can repeat this process fee by fee, for example, splitting a tack stall, then shavings, then hay, deciding however you'd like to divide each one (equally, unevenly, or with certain entries left out) and clicking Save after each. {% embed url="" %} ## **Lump Sum Splits** ### Setting Up a Lump Sum Split 1. Confirm all of the fees you want on the barn account are added, then click Save. 2. Go to Splits. 3. Change your settings to Lump Sum. 4. Choose a single fee, or select all fees, to split as one total amount. ### Choosing How to Split the Total You have three ways to divide the total dollar amount: **Option A:** Split evenly across everyone 1. Leave all entries selected. 2. Click Auto Split. **Option B:** Leave one entry out, then split the rest evenly 1. Deselect the entry you want to exclude. 2. Click Auto Split. The remaining entries divide the total evenly. **Option C:** Assign a specific amount to one entry, then auto split the rest 1. Enter a specific dollar amount next to one entry (for example, $100). 2. Leave the remaining entries selected. 3. Click Auto Split. The remaining balance divides evenly across those entries. **What It Looks Like on an Entry** 1. Open one of the entries included in the split. 2. Go to the Billing tab. You'll see Splits listed as a system fee, this means it can't be edited directly from the entry. 3. Download the entry's statement. The split amount appears there too, as a single line item labeled Splits, rather than broken into individual fee quantities. **Managing Lump Sum Splits After the Fact** 1. Go back to the barn account and open the Splits tab. 2. Click History to review any previous split records for your own reference. 3. If you need to make changes, click Undo Splits. This returns the full amount back to the barn account exactly as it was before the split. 4. Re-split the amount using any of the methods above --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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