The base of Jackrabbit Care billing is the Billing Profile which sets the parameters for when a bill is automatically sent and when it's due.
Each Billing Profile in a Family Account carries its own balance. Fees, credits, and payments are all applied to a specific Billing Profile; the sum of all Billing Profile balances is the total balance for the family.
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Default Billing Profiles (Weekly and Monthly) were set up for when your Care account was created. When a Family Account is added, the first Contact is automatically designated as a Payer. |
Default Billing Profile Details
To locate the Billing Profile for a family, go to Family Accounts (left menu) and click the View # Active Family Accounts link on the Profiles card. All Active families are listed by default; select a family card and then their Billing tab.
All Billing Profile cards contain the following:
| Billing Profile Balance |
The amount due for the Billing Profile. |
| Invoice Schedule |
The Invoice Schedule is the timing of when invoices will be automatically sent out (weekly or monthly). |
| Payment Due Day |
For a weekly Invoice Schedule, the day of the week a payment is due is shown. For a monthly Invoice Schedule, the day of the month a payment is due is shown. |
| Invoice Send Date |
The date when the invoice is sent to the Payer. Between 1-7 days is shown in this section. |
| Next Invoice Date |
The date when the next invoice is scheduled to be sent to the Payer. |
| Next Due Date |
The date on which the next payment for the invoice is expected or scheduled to be made. |
| Payer |
The Payer on the account for the specific Billing Profile. |
Payers
A Payer is a person in the family responsible for paying the amount due. Payers are only responsible for their assigned portion of an invoice, not the child’s entire balance unless they are the Payer for the entire balance.
- The initial Contact in the family defaults to the Payer and will show a Payer badge
in the Details tab. - All fees are applied to the Payer for the family.
- Users may change the default Payer to a different Payer in the Billing tab.
- Only one Payer can be assigned to each Billing Profile.
in the Details tab.Refer to Split Billing for more information on splitting billing fees amongst multiple payers.
Edit a Billing Profile
To edit a Weekly or Monthly Billing Profile, go to a family's Billing tab and click the Options icon
> Edit Billing Profile to:
- Rename a Billing Profile.
- Change the Payer for a Billing Profile.
Delete or Archive Custom Billing Profiles
Custom Billing Profiles will display a Custom badge 
. Click the Options iconand either Delete or Archive.
- Delete - Completely remove the Billing Profile if it is not currently in use or has a balance.
- Archive - This will hide the Billing Profile when adding new fees or payments for the account, but it will still be visible on financial reports.
