To add payment details on behalf of parents, you need the Manage invoices for children permission enabled. This permission is a part of our standard manager role.
Go to the bill payer profile
Access the bill payer's profile from either the child's profile, the Finance overview, or by simply using the Search function:
From the child's profile: Navigate to the Billing tab and click the bill payer's name.
If there's no bill payer assigned yet: Click the Manage button and follow the steps to add a bill payer.
From the Bill payer report: Go to Reports and select Bill payers.
From the global Search: Click on the Search icon in the top right hand corner, and search for a bill payer by name.
Find the Automatic payments widget
Once in the bill payer's profile:
Click
Viewon Automatic PaymentsClick
Add Payment MethodAfter entering the details, click
Saveto update the payment method
Once saved, the payment method is now active and set to run automatically. The parent will be able to see it and edit it in their Famly app.
Note: Before you're able to add payment details to a bill payer, you need to make sure a bill payer has assigned an invoice recipient with a login. Invoice recipients are contacts. To add a login, navigate to the "Family" tab and send a login to the respective contact.
How to deactivate a payment method for a bill payer
To deactivate a payment method, simply navigate to the same modal as above, and click on Deactivate on the method of choice.
