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How do I set a member's payments to be paid for by another member?
How do I set a member's payments to be paid for by another member?
Daniel Freire avatar
Written by Daniel Freire
Updated over a week ago

You can set a member to be paid for by another member when adding a service to a member. You can have a different payee than the member for plans, packages, and retail products. To do this, follow these steps.

When setting up a service for the first time:

  • Navigate to the member's profile > Add Service > Assign Service > toggle Paid for by a different Member on > Search & Select Member

How it appears on the Payee's account & Member's account:

  • The invoice will appear under the finances of the payee's account while the service will appear under the member's account.

  • If the payee has their own membership/package, they will receive 2 separate invoices.

*Note: The payee cannot be changed after the membership/package has been assigned. You'll need to cancel and start a new service if you need to change the payee.

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