Selecting a payer for a transaction

Use the Find Customer for Payer or Find Company sections of the Receipt Payment page to select the payer for a transaction. Under the Administration > Financial Settings > Configuration > Financial section, If you have enabled the Limit the payer to be a family member or an associated organization setting, a Choose Payer section replaces the Find Customer for Payer and Find Company sections. Staff users can only add a new family member, select an existing family member or select an associated organization to be the payer.

 

Choose one of the following:

 

Related topics

Entering payment for a transaction