[VIDEO] Designate Payers for Invoices

Before you can create an invoice for a participant, you must designate at least one Payer on the participant record. Watch our quick video to learn how, or scroll down for detailed text instructions!

  1. From the menu to the left, click Home.
  2. Click My Participants.
    Note: This menu item may be called something else according to your settings. For example, if you call your participants Kids, this menu item reads My Kids. See Set Display Settings for more information.
  3. Select a participant. The Participant Information page opens.
  4. In the Primary Guardian section, click Edit.
  5. Click Payer.
  6. Click the % box and enter the percentage for which this payer is responsible.

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  7. Click Update.