- Select Records, Students, and open the student's record
- Select the Activity tab, click the drop down menu for View, and select Scheduled Activity.
- Double click on the billing schedule to open it.
- Select the Apply To tab.
- For the original payer, change the Scheduled amount to $0.00
- On the first blank row, add the new payer's name
- Near the top of the Apply To tab, note the amount that appears for Remaining: and enter this amount in the Scheduled field on the new payer's row.
- Click Save and Close
The new payer is now assigned to the ungenerated balance of the billing schedule.
How to change the payer distribution on a charge (BB338114)
How to change a billing schedule in Student Billing 7 (BB269006)