Linking payment information from one customer to another

If you have a parent who wants to link his payment information to his child’s account you can easily do so in the child’s customer account. Here’s how to link a secondary user to a primary user’s payment information.

  1. Look up the secondary customer in the main Data Entry window and click Edit Customer.
  2. Click the Membership tab.
  3. Under Responsible Family Member, click the Member button.
  4. Find the primary customer and click OK.
  5. The primary customer’s information will now be used to pay for prepaid memberships or EFT/Corporate memberships for the secondary customer.
  6. Click OK to finish.

 

 

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