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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Split Household Payments

  • Updated:

This article will show you how to allow a household account to submit a payment for a user on a different account. This can be done during the initial checkout process or when making a payment on an existing balance.

 

Important Notes

  • The transaction will appear under the paying household’s account transaction browser while the registration will appear in the participant’s account transaction browser.

 

Instructions

Split Household Payments During Initial Registration

 

  1. Navigate to the Catalog
    catalog
  2. Search for and select the Account that will be paying for the transaction
    select user
  3. Select the activity session
    select session
  4. Click Add Non-Account Member
    add non account member
  5. Use the Account Lookup tool to search for and select a user from a different household
    select other account
    • Note: If the user is ineligible, click Ok on the override prompt.
      ok override
  6. The non-account member will display in the cart
    user cart
  7. Proceed through the checkout process
    checkout screen
  8. The receipt will show the paying household under the Account Information section and the participant from the other account will be listed on the Item line
    account difference on receipt

 

Split Household Payment on an Existing Balance

 

  1. Access an account's balances
    view balances
  2. Select the desired item and click Pay Selected Balances
    pay selected balances
  3. On the Payment screen, choose a payment type
    payment type
  4. Change the Payer Account to the account that will be paying for the item
    payer account
    • Note: If using the Credit/Debit payment type, you can add the other account holder's card information.
  5. Click Add Payment
    add payment
  6. Select Complete Transaction
    complete transaction
  7. The receipt will list the different account as the Payer for the transaction
    payer receipt

Comments

Let us know what was helpful or not helpful about the article.

1 comment

Date Votes
  • Lori Swiger

    How would this work with child care statements?

    0

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