Clients can choose to be responsible for their family members’ transactions (e.g., a parent pays for all of their child’s transactions). This means all auto-payments and purchases will be charged to the responsible client’s default payment method (default credit card or ACH). Additionally, one family member can pay for multiple family members.
If a client buys a Purchase Option and a family member is paying for their transactions, both family members will have a copy of the Purchase Option in their client profile; however, the paying family member’s copy cannot be used and is for payment tracking only. See Viewing a client’s account information to see the Purchase Option details in each client’s profile.
Before you can assign payment, you must first add family members to a client profile.
To assign payment to a family member:
- On the Top Nav Bar, click the Search button , and then enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
- In the list of clients that is displayed, click the client’s name.
- On the side menu, click Profile Details.
- In the All transactions for this account paid by dropdown list, select the family member who will make payments for this client.
- Click UPDATE ACCOUNT.