Want to modify an existing Payment Request? SmartCoparent let’s you easily modify an existing request.

Steps to modify a Payment Request

• Go to Request Money > ‘Manage Payments
• On the ‘Manage Payments’ screen and click on the request number of the Payment Request you would like to edit. This will open the detailed Payment Request page.

• Click on the ‘Edit’ button to edit the Payment Request

• On clicking the ‘Edit’ button, SmartCoparent opens up the pay request in editing mode. You can easily add new lines or modify existing lines.

• Once you are done with modifying the Payment Request, click on the ‘Save’ button at the bottom of the screen.

• Once the changes have been saved, you will see a message stating “Updated successfully”. To re-send your modified payment request to your payer, please click on the ‘Manage Requests’ Menu, select the Payment Request number and select ‘Send’.
• Alternatively, you can continue making further changes to the Payment Request.

Made a mistake? No problem. With SmartCoparent you can easily delete a Support Payment Request.

Steps to delete Support Payment Request

• Go to Request Money > Manage Payments
• On the ‘Manage Requests’ screen, click on the Request Number of the Payment Request you would like to Delete. This will open the detailed support request page.

• Click on the ‘Delete’ button to delete the Payment Request.

• On clicking the Delete button, SmartCoparent will pop up an alert message asking you to confirm if you would like to proceed with deleting the Payment Request.

• Click ok to proceed with deleting the request. Once the Payment Request has been deleted, you will see a confirmation message as shown below:

Steps to Create and Send a Support Payment Request On-Line (super easy):

Click on the Request Money option in the Navigation Menu

Then click on the New Support Payment Request link.

Now you can start to create your custom support payment request and add the following details:

• The Subject of the Request (‘July Reimbursements’ as an example).
• Your support payer details.
  • *You don’t need to send the payment to your support payer if you don’t want to, but some payer details are needed to create the initial support payment request.
• The due date of the support payment request.
  • The due date will automatically default to 7 days after you create the request.
• The description of your expense.
• The total cost of the expense.
• The percent amount your are contributing to the expense, if any (‘your share’).
  • The application will automatically calculate the remaining due for your support payer.
• Any additional expenses on the next lines.
• Additional notes you would like to add / change to the support payment request.
• Select ‘Create’ at the bottom of the page.
  • Note: you can add receipts on the next page.
  • Note: you have not sent a support payment request after selecting ‘Create’. You can review your support payment request before sending to you payer (if you choose to send a request).

Once you are done with entering all the details click on ‘Create’ button to save the Support Payment Request:

• Note: you can add receipts on the next page.
• You can delete any support payment requests at any time
• Note: you have not sent a support payment request after selecting ‘Create’. You can review your support payment request before sending to you payer (if you choose to send a request).

In the next screen you can:

• Attach receipts to your Support Payment Request.
• Click ‘Send’ to generate an automatic email of the payment request to your co-parent / payer.
• Or, you can mark the Support Payment Request as ‘Paid’.
• Or, you can download a PDF version of your request to share with anyone.

The payment request number is automatically populated as the next incremental number. This is an important reference so you, your attorney, or family court can track the progress  You can also enter a new number; however this should be an unused number.

Note: The Payment Request remains in Draft status until the ‘Send’ button is clicked to send the invoice to the payer.

Sending Support Payments to your Payer:

After clicking the ‘Send’ button, you will be taken to the Payment Request e-mail Page.

• On the payment request e-mail page, you will have one more chance to make any custom changes to the tone or content of your e mail notification to your payer.
• After making any custom changes on the e-mail note for your payer, you can click the Send button to Send the Payment Request.

Note: By default, we also send you a copy of all Payment Request PDFs that you send out, for your records.

A PDF copy of your Support Payment request and any attached receipts is sent to the e-mail address that you use to login to SmartCoparent.

These PDFs are unbreakable records of your support request activity and can be useful to organize your records, or in the case a conflict arise and documents are needed for escalation purposes.

With SmartCoparent, you can save time updated your budget reports, cash flow statements and activity reports by copying existing Support Payment Requests.

Steps to copy a Support Payment Request:

• Go to Request Money > Manage Requests
• On the ‘Manage Requests’ screen click, on the Payment Request Number of the item you would like to copy. This will open the detailed payment request page.

• Click on the Copy button to copy the Support Payment Request.
• This will create a duplicate request. You can send the copied request, or mark as paid.

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You can easily resend a Payment Request by following these steps below.

Steps to re-send a Support Payment Request:

• Go to ‘Request Payments’ > ‘Manage Payments’
  • On the ‘Manage Requests’ screen, click on the Request number of the Payment Request you would like to re-send to the payer co-parent. This will open the detailed Payment Request page.

• Click on the ‘Resend’ button to open up the Paymetn Requests e-mail Page.

•  On the Support Payment Request e-mail page, you will have one more option to change the content of your e-mail information.
• After making the required changes, you can click the ‘Send’ button to Send the Payment Request to the payer, co-parent.