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Changing the Payer on an Invoice
Changing the Payer on an Invoice
CC Canepa avatar
Written by CC Canepa
Updated over a week ago

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:

  1. Navigate to the invoice that you would like to reassign the payer of

  2. Click 'Edit Details' in the upper right-hand corner

  3. In the pop-up window, click on the name in the 'Payer' field

  4. Search for and select the new payer's name

  5. 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.

Note: You cannot change the payer of an invoice if there is already payment history on the invoice.


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