To Assign a payee to an account
- From the left menu, go to Children > select the child’s record.
- Navigate to the Contacts tab
- Select the contact you wish to assign as a Payee.
- Click the pencil icon to update.
- Turn the Payee checkbox on.
After marking the contact as Payee, the system will allocate an Account number or what we call a Bank Reference number.
This is important and it needs to be shared with Payee(s) so that they can use the exact code towards their fee payment.
This Bank reference is also required when you want to use Xero integration or when you would like to import the bank statements for the system to pick up correct payee IDs and to provide correct payee mapping information against each payment received.
- To enable sending email invoices to the payee, the Email invoice check should be ticked.
- If you would like to assign this payee as a common parent for sibling children, then the “Sibling Invoice” check should be ticked.
- To make sibling invoices work, you should make sure that the same contact is marked as Payee for all the siblings, and “Sibling Invoice” is also ticked under each child’s records. Make sure to use the Copy from sibling function on one sibling to copy the same payee details.
If you have multiple payees in case of separated family or shared childcare costs, simply assign more contacts as payees as appropriate.