Payer management by allocation

The functionality of Payers It allows you to define exactly who bears the cost of each item in a Repair Order. This is essential for properly managing warranties, manufacturer recalls, insurance, or promotional offers.

1. How to access payer management

To configure the payers for a specific charge (replacement or labor):

Go to the job breakdown within the Repair Order.
Identify the line you wish to manage.
Click on the three-dot button (⋮) located at the end of the line.
Select the option Payers.

2. Payer Configuration

Once the modal is open, you will see the available entity options: Customer, Warranty, Internal and Insurance.

A. Single payer assignment

If the total cost of the line is borne by a single entity:

Mark the checkbox of the corresponding entity (e.g., Internal).
In the field % to pay, introduce 100.00.
Verify that the Total be displayed in green as 100.00%.
Press Accept.

B. Multi-payer distribution (Split)

If the cost is shared among several entities:

Check the boxes for the payers involved.
If you select WarrantyYou must specify the subtype by checking Deference either Bell.
Enter the corresponding percentages for each one (e.g., 20% Customer and 80% Guarantee).
The system will automatically add up the values at the bottom.

3. Validation Rules and Errors

The system features real-time validation to prevent billing errors. If the configuration is incorrect, the button Accept It will not be enabled or a warning message will be displayed:

Situation	Error Message / Behavior
No payer selected	"You must choose at least one payer."
Sum less than 100%	"The total percentage indicated is not 100%, but [X]%."
Sum greater than 100%	"The total percentage indicated is not 100%, but [X]%."

Note: The indicator of Total % will change color red if the sum is not exactly 100.00%, and green when the distribution is correct.

4. Display in the Work List

Once the configuration is saved, you can verify the assignment directly in the list of charges without needing to open the modal:

Below the name of the part or labor and its price, a label will appear indicating the payer and their percentage (e.g. "100% Customer").
If a line has no assigned payers, the system will display an alert. "Payors pending assignment" or it will apply the configured default value (usually Client 100%).