Background:

We are an organization that provides services to seniors (Meals on Wheels, Adult Day Care, etc).  Most of our clients are seniors and their son/daughter is the one that actually receives the invoices and sends in the check (most of the time it is a joint account with the client anyway).

Which is the better way to setup clients?

Option 1 – Setup both the client and payer as separate records.  Link the son/daughter as the payer and the one that receives statements for all of the client’s charges.

Option 2 – Setup only the client as a record.  Enter a billing address type on the client’s record with the son/daughter’s name and address.

My concern is that we are converting to FE from another software system and I don’t want to make things more complicated than they need to be.  I am still confused on how to enter payments properly if both the client and payer are separate records.  Do you reduce the balance of the client or the payer? 

If anyone uses FE Accounts Receivable for private pay billing such as this PLEASE contact me.  772-469-2056

 I am setting our FE Accounts Receivable up and feel very lost in the conversion process.  Every Blackbaud rep I talk to seems to have a different opinion on the correct way to do things.

Thank you!!!