Do you have more than one person who will be paying for an invoice in a case? Look no further! Below, you will find instructions for splitting an invoice to send to multiple payers.

First, create a new invoice. While in the case, click on the Payments tab. Under Invoices, click on the New invoice button.

You have two options when creating an invoice: you can either select a Template or add line items by clicking on the + Add line item button:

Once you've created the invoice, simply click Next in the lower right corner to proceed to the next screen:

Enter in the first recipient by selecting an informant from the dropdown or manually entering a Name and Email:

The amount allocated to the first recipient will auto-fill with the full amount due. Continue on to add the next recipient by clicking the + Add recipient button. Select the recipient from the dropdown, or manually type in the Name and Email. You'll also need to also type in the dollar amount that you want to allocate to that family member:

If the successive recipients are not already listed in Case Details, you will need to add them manually by clicking on + Add "name" as a new entry:

You can continue to add recipients and adjust the amounts allocated to each recipient until you have all necessary recipients added. Once you have added all of the necessary recipients and you are ready to send the invoice, you have two delivery options. First, if you want to send the invoices to all recipients at once, you can click Send invoice in the lower right corner (**If you don't want the recipients to receive reminders to pay, make sure the box to Send Invoice Reminders is unchecked):

A pop-up window will appear, asking you to select to which recipients you'd like to send invoices. You can check/uncheck according to whom you'd like to send the invoice and then click Send:

Or, if you want to send them individually, you can click on the vertical dots to the right of the desired recipient and select to Send invoice:

A confirmation window will appear. Simply click on Send to send the invoice to that recipient:

After you click send, you'll be brought back to the case where you can see the status of the invoice in the Payments tab. You can see all recipients by clicking on the invoice number. The delivery status of the invoice will show under the payment status. (You may need to refresh the page for this status to update):

As each recipient pays, the status should update to read Partially Paid or Paid. To record an offline payment, download an SFGAS (Keep in mind that if they pay with a credit card online, the SFGAS will be signed at that time. If the payment is recorded by someone on your staff as cash, check, an offline credit card, etc., you will need to send the SFGAS to be signed by the payer.), resend the invoice for payment, or enable reminders, click on the three vertical dots to the right of the recipient and select the corresponding choice: