Statement recipients

Statement recipients are relatives of a student, or the student themselves, responsible for repaying an owed balance. Each statement recipient is responsible for either any charge or specific charges, known as exceptions. Statements recipients also receive statements, either unique to them or combined with our statement recipients, based on their family situation.

Add a Statement recipient:

1. Under Statement recipients & payers, Select Edit statement recipient

2. Select Add statement recipient.

   The options available are derived from relatives recorded under the student Contact Card.

3. Select the pencil () to edit a Statement recipients' financial responsibility.

   Under Pays for, select:

   1. Pays for any charge: 
      The recipient shares equal responsibility with others.

   2. Pays for a percentage:
      The recipient pays a specific percentage of the total charges. All recipients’ shares must add up to 100%.

4. Add Exceptions for any fees where a recipient is responsible for a specific portion. Ensure each fee’s total responsibility equals 100%.

   Tip: For example, two parents may split all charges equally, but one may cover a specific fee entirely or pay 25% while the other pays 75%.

5. Under What's the family situation like, select either:

   1. Everything's good:

      All recipients can view each other’s financial commitments.

   2. People cannot see each other's activity:

      Each recipient sees only their own billing activity in areas like their current bill and on statements.

6. Select Save.