Split Payments & Traveler Shares

When a trip has multiple travelers, you can split an invoice so each person pays their share separately. Each traveler gets their own payment link and you can track balances individually.

Setting Up Traveler Shares

Open any invoice and look for the Traveler Shares card. If no shares exist yet, you'll see an option to get started.

Auto-Populate from Trip

Click Auto-populate from trip to pull in travelers automatically. A dialog will show all travelers on the trip — uncheck anyone who shouldn't have their own share (e.g. children whose parents are paying).

JourneyFuse splits the invoice total evenly across the selected travelers, handling rounding so the amounts always add up exactly.

Editing Share Amounts

After auto-populating, click any share amount to edit it inline. Press Enter to save or Escape to cancel. This is useful when travelers are paying unequal amounts.

If the share amounts don't add up to the invoice total, a yellow Mismatch warning will appear.

Sending Individual Payment Links

Each traveler gets a unique payment link. Use the actions on each row:

• Copy Link — copies the traveler's personal invoice link to your clipboard
• Send Reminder — sends an email to the traveler with their payment link and amount due

The traveler's link shows:

• Their share amount and remaining balance
• A full payment history for their portion
• Your agency's branding and contact info
• A Paid in Full badge when their balance reaches zero

No login or app download is required — the link works in any browser.

What the Client Sees on the Main Invoice

Once an invoice is split, the split also appears on the invoice itself — both the web link you send and the downloaded PDF. A Who's paying what section lists every traveler with their share, what they have paid, and what they have left, so whoever opens the invoice can see how the trip is divided without needing each personal link.

It only appears on split invoices. An invoice with no traveler shares looks exactly as it always has.

The section is read only. Paying still happens either through the invoice as a whole or through each traveler's own payment link above.

Tracking Balances

The Traveler Shares table shows three columns for each person:

A summary row at the bottom shows totals across all travelers. Click a traveler's name to expand their row and see every payment counted toward their share, with dates and notes.

Recording Payments — One Entry, Both Views

The Payment Schedule at the top of the invoice and the Traveler Shares card below it are two views of the same list of payments. Record each payment once, in whichever place is convenient — it shows in both.

From the Payment Schedule

Every place you record or edit a payment has a Who paid? selector:

• The mark-as-paid dialog includes a Who paid? dropdown listing the trip's travelers.
• The inline row editor has a payer dropdown under the payment type, so you can set or fix the payer on any payment — even one recorded earlier.
• The invoice-level Record Payment dialog offers the same optional selector.

Choosing a traveler makes the payment count toward that person's Paid column automatically. Typing a name into the Notes field does not assign the payment — always use the payer dropdown.

Viewing the schedule by payer

Once payments on an invoice have two or more different payers, two controls appear above the Payment Schedule:

• By date / By payer. By date is the usual list, ordered by due date. By payer groups each person's payments under their name, still in due-date order, with a line showing what they have paid and what they have left. Payments with no payer set are grouped last.
• Hide paid. Hides payments already marked paid, so you see only what is still coming up. Each person's paid total still counts them.

These only change how the list is shown on your screen. Nothing about the payments, reminders or the client's view changes. An invoice with a single payer shows no controls at all.

From a Traveler's Row

Click the $ icon on a traveler's row to record money received from that person. If they have a scheduled installment waiting, the payment fills in that installment rather than adding a second line — and if they paid less than the scheduled amount, the difference stays as a smaller pending payment. If nothing is scheduled for them, a new paid entry is created with their name attached.

Unassigned Payments

If a paid amount on the invoice isn't tied to any traveler, a yellow panel appears under the shares table showing those payments with an Assign to… dropdown. One click points the money at the right person and their balance updates immediately. No need to delete and re-enter anything.

When One Payment Covered Two People

A lump-sum deposit that a couple paid together belongs to both of them, and this is the usual shape of an imported paid-to-date figure. Pick Split across travelers… at the bottom of that same dropdown.

The dialog lists everyone with a share on the invoice, prefilled to an even split. Uncheck anyone who wasn't part of that payment, or type exact amounts if it wasn't even (a $500 deposit that was really $300 and $200). The Split evenly link re-divides across whoever is currently checked, and the running total on the right has to read "Adds up" before the split can go through.

The payment then becomes one entry per traveler, keeping its date, notes and payment method. The trip's collected total does not change — the original entry is divided, not duplicated. That's the important difference from recording a second payment by hand, which leaves the original in place and makes the invoice look like twice as much money came in.

How Payments Connect

When you record a payment and assign it to a specific traveler, it automatically reduces their balance in the shares table. This works for all payment types — manual payments, card authorizations, checks, etc.