Clients can choose to be responsible for the transactions of clients with whom they have a relationship (e.g., a parent can pay for all of their child’s transactions). This means all auto-payments and purchases will be charged to the paying client’s default payment method (default credit card or ACH). Additionally, one client can pay for the transactions of multiple clients with whom they have a relationship. Clients who pay for another client’s transactions will be referred to as the payor throughout this article.
When a client is responsible for the payments of another client, any payments, credits, and debits to the account balance of the client that is being paid for will be applied to the account balance of the payor.
If a client buys a Purchase Option and another client is paying for their transactions, both clients will have a copy of the Purchase Option in their client profile. However, the payor’s copy is only used to track payments. See Viewing a client’s account information to view the Purchase Option details in each client’s profile.
Before you can assign payment, you must first add relationships to a client profile.
To assign payment to a client linked to another client’s account by a relationship:
- 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.
- In the list of clients displayed, click the client’s name.
- On the side menu, click Profile Details.
- In the All transactions for this account paid by list, select the client who will make payments for this client.
- Click UPDATE ACCOUNT.