How to Archive a Bill Payer
You are now able to archive bill payers. This is useful if you have created bill payer duplicates, have bill payers who no longer have children at your site, or would like to hide bad debtors from your bill payers list.
☝️ Note: To archive a bill payer, you'll need the Manage invoices for children permission enabled.
To archive a bill payer:
If the bill payer is still connected to a child, you must first disconnect them from the child. To do this:
Go to the child's profile and click on the Billing
Click Manage above the Bill Payers section
A new window will pop up
Click the little "x" next to the bill payer's name, then Remove
Once you have done this, you can then find the bill payer from Finance → Reports → Bill payers.
Once in the Bill payers report, click on the payer's name
Click Edit by the payer's name in the bill payer page
Click Archive in the bottom left corner and then confirm Archive
This bill payer is now archived.
☝️ Note: If they have any outstanding debt or credit, even if they've been archived, they will continue to appear in the debt and invoicing report.
To bring their balance to $0, just enter a payment as a credit or debit (-) of the exact amount of their balance and label it as a write-off.
When exporting a list of bill payers you will be able to include or exclude archived bill payers.
