Split Household Payments

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 Note:

The refund process and functionality is different depending on the Split Household Payment method used. Please review the two methods below to determine the best process for your organization.

Split Household Payments During Initial Registration

Important Note:

• Can only be used for activity registrations

• Refund would be initiated from the participant’s account (not the payer’s account)

  • Refund receipt and reporting will show the payer’s account information

  • A refund to User Credit would go back to the payer’s account

  • A refund to Check will list the payer’s account on the receipt

  • A refund to Credit/Debit can be refunded back to the original card used

1. Navigate to the Catalog

2. Search for and select the Account that will be paying for the transaction

3. Select the activity session

4. Click Add Non-Account Member

5. Use the Account Lookup tool to search for and select a user from a different household

   Note:

   If the user is ineligible, click Ok on the override prompt.

6. The non-account member will display in the cart

7. Proceed through the checkout process

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

Split Household Payment on an Existing Balance

Important Note:

• Can be used for any payments such as activities, facility rentals, or paying existing balances.

• Credit/Debit payment type cannot be used for this Split Household Payment method. A Credit/Debit payment would list the participant’s/renter’s name as the payer.

• Refund would be initiated from the participant’s account (not the payer’s account)

  • Refund receipt and reporting will show the participant’s account information (not the payer’s)

  • A refund to User Credit would go back to the participant’s account

  • A refund to Check will list the participant’s account on the receipt

  • A refund to Debit/Credit can go back the original card used, but will list the participant’s account on the receipt

1. Access an account's balances

2. Select the desired item and click Pay Selected Balances

3. On the Payment screen, choose a payment type

4. Change the Payer Account to the account that will be paying for the item

   Note:

   If using the Credit/Debit payment type, you can pay with any card, but cannot switch the Payer Account name.

5. Click Add Payment

6. Select Complete Transaction

7. The receipt will list the different account as the Payer for the transaction