The system allows for multiple Owners on a single Child Care Account. When more than one owner is attached to a Child Care Account, each owner uses their unique email address and password to log in. Each owner would not have access to the other owner's payment methods. All account owners do see all invoices, contract/schedules, payments and credits on the account and have equal access to change the contract schedule, add or remove authorized pick ups, etc. Owners that have made payments also may print the annual tax statements online. Payments on the tax statements are categorized by payer.
Additional owners can only be added by an Administrative user. If adding additional owners, that person must first exist in the Administrative side of system (Contacts > People).
If an additional party only needs to make a payment to a Child Care Account and does not need to access any other features (like making a schedule changes, etc), the Quick Pay option can be used. Select here for details on Quick Pay.
Multiple auto-pays may also be attached to the same Child Care Account. Each payer would be assigned the correct percentage when the autopay is set up by staff. Split autopay must be set up by an Administrative user. Click here for directions on setting up multiple/split autopays.
Adding Additional Owners to a Child Care Account
- Select Child Care.
- Select Accounts.
- Search for and select the desired Account to add an Owner.
- Select Modify Account.
- Select Add Another Owner.
- Begin typing the additional Owner's name.
- Select the correct Owner name when displayed.
- Scroll to the bottom of the screen and select Save.
Below is an example of what is displayed on the Public side for each Child Care Account Owner. When an owner selects the Pay button, they must enter a new or use their own saved payment method.
