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
