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Adding a Bill Payer to a Child's Profile
Adding a Bill Payer to a Child's Profile

Setting up a bill payer for the child

Julia Rose avatar
Written by Julia Rose
Updated over a week ago

Assign a bill payer

You need to assign bill payer(s) to each child before you can issue invoices.

To add a bill payer, you'll need the Manage invoices for children permission enabled.

To add a bill-payer:

  • Go to the child's profile, and click on the Bookings tab

  • Click the Manage button in the box named Bill Payers

  • A new window opens.

    Here, you can either:

    • create a new bill payer

      N.B. The reference number is only for organisations

    • Use an existing contact

      You can select the parents (if they are created as a contact person for the child) by clicking in the search box of existing contacts and bill payers. Information that has been entered on the contact (email, physical address) will be transferred to the bill payer.

      Should you edit the contact after the bill payer has been added, the edits will not be picked up on the bill payer, so edits should be made in both places.


Assign multiple bill payers to a single child

It is possible to assign multiple bill payers, such as parents, voucher companies or a parent’s employer. Each will have their own account where invoices and payments are logged. You can assign a percentage allocation from the same page. Simply click add bill payer.


N.B. When an additional bill-payer is added, previously booked and funded ad-hoc sessions may appear on their first invoice. The value of these will be shown as 0, and no action needs to be taken.

Add Invoice recipients

If you do not want the invoice to be split, but instead be sent to more than one recipient, simply add an invoice recipient.

To do this:

  • Go to the child's profile and click on the Bookings tab

  • First, assign a bill payer (for example, a parent), then click on that bill payer. On the left, you can add a recipient (for example, the other parent).

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