How can I set up Contributions for others?

This article reviews how contributions work and how they can be set up for others.

How do contributions work? 

Contributions are a great way to split a bill with a co-parent, a family member, or a friend. Once you add a person as a contributor on a bill, they'll be able to select whether to pay a portion or all of the bill.

To protect your privacy, the person you invite as a contributor will only be able to see the specific bills and people that you invite them to contribute to. They do not have access to any of your other bills. There is no limit to the number of contributors you can invite to a bill.

There are two ways to set up Contributors for your bills.  The best way to add a contributor is to invite them to contribute to a specific bill (the next section).  But you can also directly invite them through a participant (jump to the subsequent section). 

Inviting Contributors

Inviting a Contributor to a Specific Bill 

The best way to invite a contributor is to go to an existing, issued bill and invite a contributor to contribute from there.

  1. From the home screen of your Finli App, click into the Main Menu. 
  2. Under the Main Menu, click into My Bills. 
  3. Under My Bills, select the bill you'd like to invite a contributor to. Click the "Invite Contributors" button on the bill you've chosen. 
  4. Enter your contributor's email, then press "Invite." 

After that, your intended contributor will receive an email from Finli with instructions on how to set themselves up on the Finli App and start contributing. Please feel free to send them this article to guide them through the process. 

 

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    Inviting a Contributor Through a Participant 

    Another way to invite a contributor is to go to the participant in your mobile app and add a contributor.  The contributor will then get any future invoice your receive with that participant on it.

    1. From the home screen of your Finli App, click into the Main Menu. 
    2. Under the Main Menu, click into Settings. 
    3. In Settings, select the participant for whom you'd like to invite a contributor. Click the "Edit" button next to the name of the participant you've chosen. 
    4. Click "Add Contributor," which is located at the bottom of your screen. 
    5. Enter your contributor's email, then press "Invite." 

    What happens after that? Your intended contributor will get an email with instructions on how to set themselves up on the Finli App. Should they have any questions, please feel free to direct them to this article

     

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    Seeing contributions made to your bill

    Once someone has contributed to your invoice, you'll receive an email confirmation and you'll see a confirmation on your notification screen in your mobile app.  Selecting "view remaining balance" from that card will allow you to see the contributions total and the remaining balance that will be debited from your account. 

     

    Troubleshooting Common Issues

     

    How do I set the amount of contribution that I want my contributor to make?

    The contributor themselves will enter the amount of contribution that they wish to make.  That cannot be set by the bill owner.  The bill owner can only invite contributors to contribute.

     

    When is the contribution pulled?

    The contribution is pulled on the invoice due date or whenever your funds are pulled.  If there is an issue collecting the contribution from the Contributor, we will pull those funds from the bill owner instead.