How do I create a reimbursement request to send to a non-connected co-parent or third party?

1. Before you can create and send a reimbursement request to a non-connected co-parent or third party using AppClose Solo, you must add the co-parent or third party to your profile. If you have not added a co-parent or third party to your profile, go to: How do I add a co-parent? or How do I add a third party?

2. You can create and send a reimbursement request using any calendar, with the exception of a parenting calendar. Parenting calendars are for parenting schedules and swap day requests only. We specifically created an Expenses & Requests calendar option for users to keep track of expenses and reimbursement requests sent and received if they so choose.  If you do not have an Expenses & Requests calendar in your list of calendars (or another calendar you’d like to use to track expenses and requests), go to: How do I add an Expenses & Requests calendar? or How do I add a new calendar?  

3. To create and send a reimbursement request to a non-connected co-parent or third party, proceed to the instructions below:

1. Select the calendar icon.
2.  Select the  icon.

Select your “Expenses & Requests” calendar, or another calendar in which you’d prefer to track expenses and requests (with the exception of the parenting schedule calendar).

Press the orange (+) sign.

Select “Reimbursement”.

1. Enter a title for this reimbursement request (e.g. Eye doctor).

2. Tap the orange arrow to proceed.

1. Select the non-connected co-parent or third party that you want to reimburse you for this expense (e.g. Julia).

2. Tap the orange arrow to proceed.

1. Select the child or children to whom this reimbursement request applies (e.g. Dylan). If this reimbursement request does not apply to a child, skip this step.

2. The calendar you chose for this reimbursement request should be displayed here (e.g. Expenses & Requests). If it’s not, choose the calendar where you want to record this reimbursement request.

3. Optional: If you would like to share a copy of this reimbursement request with anyone else, turn on the “Share with” button.

4. Optional: Select the name of the person with whom you want to send a copy of this reimbursement request, and/or select a name from your contacts or enter the email address. You can send a copy of this reimbursement request to more than one person.

5. Tap the orange arrow to proceed.

*If you previously recorded this expense under Expenses, simply click “Import expense” and select the expense that applies to the reimbursement request you want to create and send. The expense data will then autofill.

If you have not previously recorded this expense under Expenses, proceed to steps 1-3:

1. Enter the total cost for this expense.

2. Choose how this expense should be split by percentage.  *The default percentage split is set to 50%, but this percentage can be altered.

3. Tap the orange arrow to proceed.

1. Optional: Add more details for this request such as a memo or documentation related to this expense.

2. Tap “Send” and then you will be asked how you want to send this reimbursement request to any non-connected recipient(s).

Before you can send a reimbursement request, you will need to acknowledge that you understand you must have a verified ipayou account in order to receive payment through the app. 

The recipient of your reimbursement request can make a payment to you through the app (if they download the app and set up a verified ipayou account) or by other means outside of the app.

Tap “Ok” if you understand.

Choose how you would like to send this reimbursement request to each non-connected recipient (e.g. via text, email, social media, etc.)

 Once you send a request, the non-connected co-parent or third party will be notified that they have a new AppClose request to view. In order to open a new request, the non-connected co-parent or third party will need to tap on the link provided.

To view the status of a reimbursement request to go: How do I view the status of a reimbursement request.