🔒 To archive a bill payer, you'll need the Manage invoices for children permission enabled
Archiving a bill payer is useful if you have created duplicate bill payers, have bill payers who no longer have children at your setting, or want to hide bad debtors from your bill payers list.
Archiving a bill payer
If the bill payer is still connected to a child, you must first disconnect them. To do this:
Go to the child's profile and click on the Bookings tab
Click Manage above the Bill payers section
Click the × next to the bill payer's name, then click Remove
Once disconnected, find the bill payer using the Search Famly field or within your list of debt or bill payers in the Revenue report:
Click Edit in the Bill payer box to edit their information
Click the Archive box in the bottom left corner and click OK
The bill payer is now archived.
Outstanding debt or credit
If an archived bill payer has any outstanding debt or credit, they will continue to appear in the debt and invoicing report. To bring their balance to zero, enter a payment for the exact amount of their balance and label it as a write-off:
Add a minus sign (-) if the balance is a positive amount
Leave it positive if the balance is a negative amount
Exporting bill payers
When exporting a list of bill payers, you can choose to include or exclude archived bill payers.