Third-party payer

Third-Party Payer

We now have a convenient, straightforward way to handle those situations where you have a third-party payer. By that, we mean cases where your congregant owes for dues or school, for example, and someone volunteers to pay on their behalf.

To enter the third-party payer, you’d use the same screen as always. There’s simply a new field, roughly in the middle, to select the family who is making that payment.

On the financial transaction query, you’ll see the family name of the payer in the “source of funds” column. Likewise, that information appears on a spreadsheet export.

On the monthly or periodic statements, the name of the payer appears in the detail underneath the charge.

Finally, on the tax statement, the item appears on the actual payer’s statement.

Please have a look at this video, to see a demonstration of this feature.

Third-party payer
Third-party Payer