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The Account Update screen allows you to enter a new account or edit details for an existing account for a particular child's contact/s (bill payer/s).
If the parents/caregivers require the invoices to be split, use the Account Update Screen to add a second or multiple accounts for the child. Each Account holder must be set up as a contact for the child in the Contacts screen.
For each Account, select the appropriate contact description from the Invoice Whom drop down list, then enter the information for the account split.
Invoices can be split by percentage or amount. For example, you can specify that the father pays 60% and the mother pays 40%; or you can specify a fixed amount. When specifying a fixed amount, where there are mutlple bill payers, all but one of the accounts can have a fixed payment amount specified, one of the accounts must be left blank so that the residual amount of the invoice is allocated to this account holder.
Account is Closed
If you want to close the account for a contact/child, tick this box and click update.
Invoice Whom
Select the appropriate contact for this child from the drop down list.
Charge %
If the parents/caregivers have agreed to split the invoices by percentage, then enter the agreed percentage in each contact's account. The total of all accounts must add up to 100%. For example, if they have agreed that each will pay half, in the charge percentage field enter 50 in each contact's account.
Charge Amount
If the parents/caregivers have agreed that one of them will pay a fixed amount and the other will pay the balance, enter the fixed amount for one of the parties, for the other account the charge amount field must be left blank. For example, if they have agreed that the mother will pay $30 and father will pay the balance, enter $30 in the charge amount field for the mother's account and nothing in the charge amount filed for the father's account.
Finance Types
Select any finance types that should be assigned to the child for this contact (IE:WINZ). You may assign up to 4 finance types. These are for reference only and will appear on certain finance reports.
Update
When you have completed entering the required information in the Account screen, click the update button to save the data and return to the previous screen.
For further information or assistance call
0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz
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