Co-Payers & Co-Payments (Split Payments)

Overview

In order to make a client eligible to pay a co-payment prior to billing the standard payer, you will need to use the client contact feature so that you can assign a co-payment. See below for further details.

Setting a Co-pay Contact

To set the co-payer and co-payment, 

• Log in to Ankota
• Click Clients & filter for the correct client
• Click the Client Contact tab
• Add the client as a contact, including the same name and address
• Check the box next to "Is Payer"
• Add the co-payer dollar amount, hours, or percentage
• Save

NOTE: Bill to payer should only be checked if you wish to send the ENTIRE bill to another person.

NOTE: Do not set a regular contact as a master contact unless you want this contact to be available to be assigned to other clients. 

NOTE: For more on setting a client contact, see Separating a Billing Address from a Service Address (Set Contact as Payer) | Ankota Help Center (helpsite.com) 

Invoice example: