The payer of a patient's invoice will default to the individual who is paying for that patient's membership. If you need to assign an invoice to a different patient for payment, follow the steps below:
Change the payer on an Invoice:
Navigate to the invoice that you would like to reassign the payer of
Click 'Edit Details' in the upper right-hand corner
In the pop-up window, click on the name in the 'Payer' field
Search for and select the new payer's name
Click 'Save' to move the invoice to the new payer's profile. You will then be able to process payment on the new payer's payment source.
