Overview
The Payers section is your central hub for managing client data. It allows you to store payment methods, track full payment histories, and manage multiple Payment Schedules for each individual or business.
🆕 How to Create a New Payer
There are two ways to add a Payer to your system: manually through the navigation bar or automatically while processing a payment.
Option 1: Manual Entry
Navigate: Go to Payers in the left navigation bar.
Add: Click the Add Payer button.
Complete Profile: Fill in the required fields (highlighted in yellow).
Name Details: Enter the First and Last name as they appear on the credit card.
Payer Name: Specify the display name for the record (e.g., the individual’s name or a business name).
Contact Info: Provide an email address for receipts and Payer Portal access.
Location: Use the Postal Code lookup to automatically populate City and State.
Save: Click Save to create the profile, or Save and Add Payment Method to immediately store billing info.
Option 2: Save During Payment
Go to Enter Payments.
Fill in the transaction details as usual.
Check the Box: In the Billing Address section, select Save As Payer.
Submit: Once the payment is processed, click View Payer on the approval screen to see their new record.
🗂️ Managing Payer Profiles
Once a Payer is saved, additional tabs will appear to help you manage their account comprehensively:
Tab | Purpose |
Store and manage multiple credit cards or bank accounts. | |
Set up and track recurring billing plans. | |
View all electronic invoices tied to this specific payer. | |
Link the payer to other related records. | |
View a full audit trail of every transaction they have made. |
Tip: Storing a Payer makes future billing faster and allows your clients to use the Payer Portal to manage their own payments.
Would you like me to refresh the layout for the Payment Schedules or Setting up online access articles next?