Best Practice: Managing Shared Invoice Payments

Allow multiple family members (e.g., divorced parents, guardians, or relatives) to have a payment method on the athlete’s invoice.

• Option 1: Create Custom Payment Plan

Note: this will be best option if there is no save payment method on the primary accout at time of checkout.

1. Create a payment plan and assign to the primary user account

2. Create one payment due at checkout and one scheduled payment for the balance to be paid at a later date.

3. From Users > User add the credit card of the parent assuming the installment

4. Go to Sales > Invoices to Add the Scheduled Payment methods to the invoice and select the alternative parent's card as the method.

• Option 2. Give the "Pay by Check" Role

Note: This will allow the user to Accept the invoice without making any payment

• From Users > User add the credit card of the parent assuming the installment

• Go to Sales > Invoices to Add the Scheduled Payment methods to the invoice and select the alternative parent's card as the method.

Notes:

Once a payment plan is accepted, the method cannot be changed to another user. The scheduled payment must be removed and scheduled again with the alternative method selected.

Use Access Codes for the Club App to share schedules and Team Communication