How to bill a guardian?

How to bill a guardian?

  1. When you create a record for a minor, you have the option to add one or two guardians. You can also add them later by editing the minor's profile.

  2. When creating the invoice, select the name of the guardian.


  3. The name of the payer will be indicated on the invoice, followed by (for CLIENT NAME).
In the profile, you can enter the names of both parents in a single guardian field or enter them separately. The first option will allow you to address the invoice to both parents, while the second will allow you to choose one payer.

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