To change from Payer to Student-Centric and vice versa:
     
    • To change to student centric
      • If Student Billing was set up as student-centric in version 6, the student becomes the responsible party in version 7 and there is no Payers tab available.
      • To set up the student as student-centric in Student Billing 7:
        1. Open the student record and select the Bio 1 tab
        2. Select Assign all charges to this student's account from the Billing option drop-down list

          Note: This setting defaults all charges with the student responsible for payment. Therefore, all payments/credits need to be entered on the student.
        • To change to payer centric
          • If the records were set up payer-centric in version 6, the payer will show on the Payer's tab of the student record.
          • To set up the student as payer-centric in Student Billing 7:
            1. Open the student record and select the Bio 1 tab
            2. Select Assign each charge to a payer's account from the Billing option drop-down list
               
            3. Select the payers tab and choose the payer(s) and percent responsible.

              Note: This setting makes the payer responsible for the charges. Therefore all payments need to be entered on the parent record.
             

            If the billing option is grayed out or you need to change the default for future records:

               
              • Click Configuration on the navigation bar, then click Business Rules
              • Highlight Student and in the When a new student is created in Student Billing frame select:
                • In the Use this billing option field select the appropriate option (e.g. assign to payer or assign to student) in the field
                • In the Allow this setting to be changed select either On each student or Never

                  Note: If never is selected, the option will be grayed out on the Bio 1 tab.
                   

                Note This setting is not retroactive for existing student records

                To change already existing records, refer to How to change the payer to someone other than the student (BB218108)
                 

                Even though payers can be assigned, a relationship is not necessary for another record (for example, parent or scholarship payee) to pay a bill. Refer to How to pay charges which are the responsibility of another payer in Student Billing 7. (BB213722)