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.

A payment recorded in the wrong place? Moving it to another invoice or booking, splitting one payment across several places, or correcting its amount and date is covered in Move, Split or Edit a Recorded Payment.

Several People Sharing One Group Room

For a group room several people split (a bachelorette suite, friends sharing a verandah), use the group's Payments tab: click the room's Paid by chip, choose Split between people…, pick who pays, choose Split evenly or Custom, and click Send deposit links. Each person gets their own card link for their share of that room's deposit. Their page shows only their room and their share, never anyone else's.

To split the room's whole invoice into Traveler Shares instead, use Split this room in the room's ⋯ menu on Participants, or the steps below.

Setting Up Traveler Shares

Open any invoice and look for the Traveler Shares card. With no shares it reads One bill, no split needed. That is a finished state, not a step to complete: send the invoice as is and anyone can pay it. The amounts under If you split it evenly are only a preview until you click Split evenly or Choose who pays.

To send one bill to a couple, use Send Invoice and add the second traveler in the CC box. Both get the same invoice and payment link.

Shares Created When a Proposal Is Accepted

When a client accepts a proposal priced per person with two or more travelers, the invoice it creates is split into one share per traveler automatically.

For a couple or family paying together, open the proposal and untick Split the invoice per traveler before you send it. When the client accepts, the invoice is one bill to the client for the whole party, with no shares.

The switch only affects invoices created by a later acceptance. If an invoice was already split, click Split again, untick everyone and click Keep one bill, or remove each share with the trash icon on its row.

Auto-Populate from Trip

Click Choose who pays to pick travelers from the trip. Tick each traveler who should get their own balance and payment link, and leave off anyone whose share someone else covers (e.g. children whose parents are paying). Leaving everyone unticked turns the button into Keep one bill, which removes any shares already saved.

One traveler covering the whole invoice counts as one bill, not a split. Send Invoice sends it whole, with the CC box, and the client's invoice page does not ask who is 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.

Split by Line

Typed amounts work when everyone pays the same. When travelers bought different things, turn on Split by line at the bottom of the Traveler Shares card instead.

Each invoice line then shows a chip for every traveler. A line with everyone selected is split evenly between them. Tap a name to take that person off a line: for example, leave only Mark on the tour he booked, and his share goes up by the tour price while everyone else's goes down.

With Split by line on:

• Share amounts are worked out for you from the lines, so you can't type them
• Shares always add up to the invoice total
• When a line's price changes, every share updates on its own
• Each traveler's link lists What your share covers: every line they pay, with "your half" or "your share (1 of 4)" next to shared lines

Turn it off to go back to typed amounts. The current amounts stay as they are.

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
• With Split by line on, the lines their share covers
• 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.

One Split, Wherever the Traveler Starts

You don't need to send a special link to make sure each traveler pays only their part. Once the invoice is split, every way in asks for their own share, including their part of the deposit you set in the invoice's settings:

• Their own payment link
• The full invoice, after they pick their name under Who is making this payment?
• The client portal and the mobile app
• Emails that use {{invoice_link}}, {{amount_due}}, {{balance_due}}, {{deposit_amount}} or {{next_payment_amount}}: each traveler's email quotes their own figures, the same ones their payment link shows

Card requests follow the split too:

• Request a card on the trip opens with Split between travelers already on, divided the way the invoice is split. Untick it if one person is paying for everyone.
• Automatic card requests for a payment schedule are not sent to the lead on an invoice split between everyone, because each traveler puts their own card down from their own link.

When the shares cover only part of the invoice, the rest stays with the person the invoice is addressed to, and their requests work as before.

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.