Process payments for divorced families with shared accounts

Issue/Question

We have several families with divorced parents sharing their account. What is the best way to collect payments for their child's tuition? We don't allow payments in the Parent Portal.

Resolution

Use this option when payments are processed by your office staff (parents are not permitted to make payments in the portal).

The Family record should include both contacts, with a card on file for each contact.
One Parent Portal account will be shared by both contacts.
Post all fees to the family account in full.
Office staff will process each card on file for half of the amount due.

Tip: If you use ePayment Schedules or Membership Types, create a special value for families with split billing. Assign the value to the family's Billing Info tab. When posting fees or processing a batch of ePayments, you can exclude families with this special ePayment Schedule or Membership Type so you can process them separately.

⚙️Note: User Permissions may limit access to this feature or functionality.

See Set up separate accounts for divorced families and Share a Parent Portal account for divorced or separated parents for other options for split families.