Statement recipients
Statement recipients are payers related to a student and are responsible for overseeing and fulfilling the student's financial obligations with your school. Statement recipients receive a copy of a student's billing statement and pay for overall or specific charges and fees based on the family composition.
To add or edit a Statement recipient:
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Select Edit statement recipient
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Select Add statement recipient. The options available are derived from relatives recorded under the student Contact Card.
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Select the pencil (
) to edit a Statement recipients' financial responsibility. Under Pays for, select:
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Pays for any charge:
The Statement recipient shares equal responsibility with any other Statement recipient. -
Pays for a percentage:
The Statement recipient pays a specific percentage of the overall charges. The remainder is paid for by other Statement recipients. The sum of each Statement recipient's responsibility must total 100%.
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Add Exceptions for each instance where a Statement recipient is responsible for a specific percentage of a fee. Ensure that for each fee, the sum of the payment responsibility equals 100%.
Tip: For example, a parent pays 100% of tuition fees while the student pays for the other charges, or a parent pays 60% of tuition fees while a student pays 40%. In both scenarios, because an Exception was created for tuition, tuition must total 100%.
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Under What's the family situation like, select either:
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Everything's good:
Each Statement recipient can view each other's financial commitment on a statement.
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People cannot see each other's activity:
Each Statement recipient only views their own billing activity on a statement.
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Select Save.