FE Accounts Receivable

Cheri Martin

Occasionally I receive payment for an A/R invoice from someone other than the person billed. Is there a way to apply this payment under the name of the actual payer?

Nikki Baldwin

Hi Cheri! You can definitely do this--you just want to set up a relationship between the payer account and the client record being billed. This Knowledgebase article has steps on setting up that relationship: https://kb.blackbaud.com/knowledgebase/articles/Article/48520