To assign a primary billing contact in this scenario,

1. Click on the text “No Primary Billing Contact” to select a Contact from within the students Primary Household

   

2. Primary Billing Contact is automatically selected.
3. Click Save.

If you see message “There are no available contacts”, this indicates that the students Primary Household does not have Contacts currently associated with it.

 To correct this,

1. Add Contacts to the household in the School module. See Adding Contacts to a Household.
2. Once there are contacts associated with the Household, you will then be able to designate a Primary Billing Contact for this student as described above.

1. Click on the Account associated with the student.

   

2. A new window will display that lists all Contacts associated with the students’ Primary Household.

   

3. Make your selection.

   

4. Click Save.

   

NOTE: If the Primary Billing Contact is being changed from this point on but you want the previous information to remain with the original Primary Billing Contact, you will want to deselect the “Transfer Transactions” box. Leaving this box selected will move all financial information associated with the student and this account to the newly selected Primary Billing Contact.

NOTE: If the student is associated with multiple households, and you do not see the appropriate Primary Billing Contact listed as an option, this indicates that the incorrect Household currently has the Primary Household designation.

  For instance: Student is connected to a Household for Mom, and a separate Household for Dad. If the Dad should be the Primary Billing Contact, but you only see Mom as an option, you will want to mark Dad’s Household as the Primary Household to make him eligible to be the Primary Billing Contact:

1. From the School module, click on the Students tab.

   

2. Navigate to the student's profile page.You will see both Households listed under the student name and picture; the Household with the Star icon is the Household currently designated the Primary Household.

   

3. To switch this designation to the other Household, click the Household that does not have the star icon.

   

4. Click on Students in your left hand menu options

   

5. Check the Primary Household box for all applicable students within this Household.

   

6. Click Save.

   

7. Once you have the appropriate Household marked as the Primary Household, you will then be able to designate a Contact from this Household as the Primary Billing Contact following the steps above.