How to Add a Payer

A payer is a parent or guardian who can log in to pay fees for a student. This article walks you through adding a payer to a student's profile.

Steps

1. In the student's profile, go to the Payers tab.
2. Click Add Payer. Show Image
3. Under Select Contact, choose the parent or guardian you want to add as a payer.

• This list is pulled from the Parents/Guardians listed on the student's Contacts page.
• A contact must have an email address on file to be added as a payer. If they don't, go to the Contacts tab and edit the parent's details to add one.

4. Confirm or enter the payer's email address. An invitation email will be sent to this address so they can set up their account.
5. (Optional) Turn on Enable Autopay to automatically charge this payer's payment method for recurring fees.

• Payers can also turn autopay on or off from within their own account.

6. Click Add Payer.

What Happens Next

Once a payer is added, they'll receive an invitation email to set up their account (if they haven't already), and you'll be able to select them as the payer when creating an invoice.