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 payer profile
Access the payer's profile from the Finance Overview, your Payers report, the child's profile, or by simply using the Search function (Search: Bill payers):
From the Finance Overview (recommended): Go to Finances → Overview
click on the desired name in the Payers column
click on Payment method
Add payment method
Click Save
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.
💡 Did you know? You can filter by Issues: Missing payment method to find those payers you'd like to add a payment method on behalf of.
Other ways to navigate to a Payer Profile
There are three other ways to easily navigate to a specific bill payer's profile to review their account, and add a payment method on their behalf:
From the Payer report: Go to Finances → Reports → Bill payers and select desired payer.
From the child's profile: Navigate to the Billing tab and click the payer's name.
If there's no payer assigned yet: Click the Manage button and follow the steps to add a bill payer.
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 payer, you need to make sure a 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 payer
To deactivate a payment method, simply navigate to the same modal as above, and click on Deactivate on the method of choice.
