To archive a bill payer:
- If the bill payer is still connected to a child, you must first disconnect them from the child. Do this by going to the Child's profile -> invoicing tab -> edit bill payer -> click the little "x" next to their name, click OK and Save
- If the bill payer is not connected to a child you can find them either through the Search Famly field or within your list of of Debt or Bill Payers in the revenue and dept app
- Once found, edit the bill payer information by clicking the little pencil next to their name
- Click the Archive box in the bottom left corner and OK
This bill payer is now archived. If they have any outstanding debit or credit they will continue to appear in the debt and invoicing report. When exporting a list of bill payers you will be able to include or exclude archived bill payers.