To invite friends and family to contribute:
- Go to Finli app, Click the top left icon:
- Click My Bills
- Choose the bill, Click Invite Contributors
- In the box shown under Send an Invitation, enter a friend’s or family member's email address
- Click Invite
- (Optional) If you’d like the same friend or family member to contribute to your other beneficiaries’ bills:
i) Under Include Other Beneficiaries
ii) Choose the beneficiary’s name & Slide the Hide icon to the right
iii) A Show Icon will appear
iv) Continue the above steps to select all the beneficiaries whom you’ll like to include
v) Click Invite
Repeat the same steps to invite as many friends and family members to contribute to the bills as you’d like. An email invitation will be sent to the email address(es) that you provide. Once your friend or family member accepts your invitation request, you’ll be notified via email.
- When you invite a friend and family member to contribute to a bill tied to a beneficiary, once he/she has accepted your invitation request and set up an account on Finli app, he/she will be able to view all the current and future bills tied to this beneficiary and contribute to those bills.