Use the Modify Third Party Billing page when you want to change the third party billing payer, amount, and/or the payment schedule for an existing transaction.
Choose one of the following:
Go to Front Desk > Population menu > Customers.
Go to Administration > Population Settings > Customers.
Search for and select a customer.
On the Customer Account Functions page, click View Transaction History.
Search for and select the transaction to modify.
On the Detail for Transaction Type Transaction page, click Modify Third Party Billing.
Note: The Modify Third Party Billing link is only available if the transaction is for an activity, flexreg program, or membership package that allows third party billing transactions.
On the View Third Party Billing page, to modify the amount that an existing Third Party Payer is paying towards this transaction, click the name of the Third Party Payer or the Amount to change.
Note: To add a third party payer who is not currently listed for this customer, click Setup a new third party billing for this customer?
On the Modify Third Party Billing page, enter a New Amount.
Click Submit.
If your third party billing modifications result in a refund and you want to specify the transaction charge to refund, click Adjust Specific Charge to Refund on the Review Modified Amount page.
On the Review Modified Amount page, click Continue.
Process any necessary payments or refunds as usual.
Configuring third party billing for a customer
Viewing transactions for a customer
Adding or modifying a customer
Return to Customer Account Functions