---
title: "Payer management by allocation"
url: "https://help.simasuite.com/en/article/new-article-e3e9b791-063a-408f-8fb5-b372466bffae-copy-copy-copy"
language: "en"
last_updated: "2026-06-03T15:22:58.910Z"
---

# 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):

1.  Go to the job breakdown within the **Repair Order**.
2.  Identify the line you wish to manage.
3.  Click on the **three-dot button (⋮)** located at the end of the line.
4.  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:

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

### B. Multi-payer distribution (Split)

If the cost is shared among several entities:

1.  Check the boxes for the payers involved.
2.  If you select **Warranty**You must specify the subtype by checking **Deference** either **Bell**.
3.  Enter the corresponding percentages for each one (e.g., 20% Customer and 80% Guarantee).
4.  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%).