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Split Charges Between Payers

[For Admins + Billing Only role] Learn how to set up charges to be paid by multiple payers.

Sabrina avatar
Written by Sabrina
Updated over 2 months ago

If you need to bill payers separately or there are multiple individuals assisting with a child's tuition (such as subsidy agencies, separated parents, divorced parents, co-parents, or multiple family members), we recommend splitting charges between each payer.

Providers can easily split charges between multiple payers in a billing plan or individual invoice. This allows payers to pay their own invoices separately, view only the balances they're responsible for, and makes reporting on these split transactions much cleaner.

ℹ️ Splitting charges means payers will be able to see each other's invoices and payments within their student's profile.


Set up Split Charges

To get started, you'll first need to add multiple payers to a child's billing profile.

To split charges across multiple payers on a recurring billing plan, please visit Create & Manage Billing Plans.

To bill payers separately for one-time charges, please visit Create One-Time Charges.


FAQ

How can I split charges so two payers don't see each other's payments?

If guardians must keep their payment information separate from other payers listed on their child's profile, you will need to create separate students with separate billing profiles. These additional profiles would be strictly for billing and submitting payments.

This is harder to manage for admins, but may be a suitable option if there is a need to separate. Here's how:

  1. Create a separate student profile and call it something like "Alex Smith Dad Payment"

  2. Create another separate student for the other guardian with a similar name

  3. Add the payer as a contact to the student account and then add them as a payer on the child's billing profile

  4. Set up a billing plan or a one-off charge for each of the student profiles, only including charges for the amount that the payer owes

ℹ️ Staff with a Billing Only permissions cannot create student profiles, or add contacts. Please contact a program administrator for assistance with these tasks.

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