This guide will show you how to change an invoice from one client to another. This is usually done if a parent or guardian wants to pay for an invoice on their child's account.
*Screens and layouts may vary depending on the user settings and device compatibility.
Open the Invoice
Click Clients
- Type in the client's name the invoice is under
OR - Click on the client's first or last name
- Click Billing
- Click Invoices
- Click on the pencil to open the invoice
Change who is paying for the invoice
Click Change
- Type in the name of the person who needs to pay the invoice
- Click Submit
The invoice can now be found under the other client's profile.
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