This article will walk through a Business Office Manager on how to add a new Payor to an existing resident account.
SOP: Add a New Payer to an Existing Resident Account
Objective
This SOP explains how to add an additional payer to an existing resident account in Sunbound. It ensures the new payer is added correctly, receives the invitation email, and can be set up as the primary payer if needed.
Key Steps
1. Open the Resident Account 0:09
- From the left-hand navigation menu, select Accounts.
- Use the search bar or filter option at the top to locate the resident.
- Select the resident account from the main page to open the account details sidebar.
2. Review the Current Payer Information 0:27
- In the resident’s account sidebar, review the current payer listed.
- Confirm whether the resident is currently listed as their own payer or whether an additional payer needs to be added.
- Identify the need for a family member or other responsible party to be added as a payer.
3. Add a New Payer 0:33
- Select the plus (+) button next to the payer section.
- Enter the required payer information when prompted.
- Provide the payer’s email address; this is required.
- Enter a phone number if available, but note that it is optional.
4. Set Primary Payer Status if Needed 1:01
- If the new payer should be the main payer for the account, check the box to make them the primary payer.
- Verify the selection before continuing to ensure the correct payer is assigned primary responsibility.
5. Save the New Payer 1:10
- Select Add New Payer to complete the setup.
- Confirm that the payer has been added successfully to the resident account.
- Review the account to ensure the new payer appears correctly in the payer list.
6. Set Up Payment Method or Exit 1:17
- After adding the payer, you will be prompted to set up a payment method if one is available.
- Choose one of the following options:
- Set up payment method to continue with payment configuration.
- Skip and close if payment setup will be completed later.
- Ensure the account is left in the correct state based on your workflow.
7. Confirm Email Invitation Was Sent 1:28
- The new payer will receive an email invitation at the address entered.
- Inform the payer that they should check their inbox and follow the email instructions to log in and complete their account setup.
- If needed, verify the email address entered was correct before ending the process.
Cautionary Notes
- The email address is required for the new payer to be added.
- The phone number is optional and not required to complete the process.
- Make sure you are adding the correct payer before selecting Add New Payer.
- If the payer should be primary, confirm the checkbox is selected before saving.
- The invitation email is sent to the address entered, so accuracy is important.
- If issues arise, use the Knowledge Base or contact Customer Support.
Tips for Efficiency
- Use the search and filter tools in Accounts to quickly locate the resident.
- Confirm payer details before saving to avoid duplicate or incorrect entries.
- Only set up the payment method immediately if it is needed right away; otherwise, skip and return later.
- Keep the payer’s email handy before starting to speed up data entry.