Assigning payment to a related client

Once relationships are created between two client profiles, you can configure them so that one client pays for all the transactions of their relation(s). For example, a parent can pay for all the transactions of their children. When a parent is assigned as a payer for a child, the child’s auto-payments and purchases will be charged to the parent’s default payment method, such as a credit card or ACH account.  If you want to make a payment to the parent’s account, it should be made directly to the parent’s account and not the child’s account. This is because any payments made to the child’s account will be credited to the child’s account even when the parent is assigned to pay for the child.

When assigning payment to a related client, keep the following information in mind:

• When a client with an assigned payer buys a Purchase Option (drop-in or recurring), both clients will receive a record of the Purchase Option on the Passes & Memberships page in their client profiles. The payer will receive a record of the Purchase Option for payment tracking, whereas the client will receive the Purchase Option which can be used at the business. This also applies to any Purchase Options that are transferred from a client to a payer.
• By default, all auto-payments will be billed as separate transactions, even if the assigned payer owns the same Purchase Option as the related client. For example, if a parent and child both have a membership that is automatically renewed on the same day, two transactions will be charged to the parent’s credit card. To combine all auto-payments scheduled for the same day into a single transaction, set the Combine payments for clients that pay on behalf of other clients in a single payment option to ON in the Auto-Payment Rule section of your store settings.
• If a client has their transactions paid for by another client, they will still receive the Billed to Account notification after a purchase has been made.

To assign payment to a related client:

1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
2. In the list of clients displayed, click the client’s name.
3. On the side menu, click Profile Details.
4. In the All transactions for this account paid by list, select the related client who will make payments for this client.
   • If related clients already have a payer set up for their accounts, their names are not displayed on this list.
   • If the list is not displayed, the client is already set up as a payer for other related clients and cannot have a payer assigned for them.
5. Click UPDATE ACCOUNT.