We added an in-School payment and assigned it to a third-party payer, but we should have assigned the payment to a portal record instead (tuition was paid by a grandparent for whom we've created a portal record with parental access). We wanted to change the Paid By field from the third-party to the grandparent, but this is not an option.

This is problematic because this family is set so that people cannot see each other's activity. Unfortunately, any third-party payments fall outside the scope of this setting. So, the third-party payment (made by the grandparent) is visible to the parents on their statement.

If we assigned the payment to the grandparent record, then the payment would NOT be visible to the parent.

Without the ability to edit the Paid By field, the parents are seeing a tuition payment which effectively puts them in a credit position on their account, but that is not correct. They have an outstanding balance but, rather than referencing the amount due section of their statement, they're focusing on the body of the statement which is causing confusion.

We've tried creating an offsetting charge but, this is causing even more confusion.

Editing the field and reassigning the payment to the correct portal record would have resolved the issue, but we've been told that this is not possible.

Additionally, we cannot delete the payment record either, so there's no resolution at this time.