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Manage Payers
M
Written by Michael
Updated over 10 months ago

Learn how to add or remove payers.

Before you can start sending invoices the system needs to know who will be paying. Payers are assigned from the child's existing contacts.

Add Payer

To add a payer/s for a specific child, follow these steps:

  • Navigate to the child's profile

  • Click on the Invoices tab

  • Click the Assign Payer button

  • Select the contact/contacts that will be paying the invoices

  • If you chose more than one contact, choose the percentage each of them will be paying from the invoice

  • Click Save

Remove Payer

If one of the contacts will no longer be paying the invoices, follow these steps to remove them as a payer:

  • Navigate to the child's profile

  • Click on the Invoices tab

  • Click the Edit button next to the Payers tab

  • Click the X next to the payer's name

  • Click Save

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