Guardians and billing data

In Skolar, guardians are both student contacts and possible billing owners.

What this flow covers#

From the student record you can:

• search for an existing guardian and assign them
• create a new guardian
• define kinship
• update contact information
• create one or more billing records for that guardian

Recommended workflow#

1. Open the correct student.
2. Check whether the guardian already exists.
3. Assign the existing guardian or create a new one.
4. Set the correct kinship.
5. Open the guardian profile and register billing data.
6. Validate email, legal name, tax ID, and address before collecting payment.

Billing records#

Billing records are attached to the guardian and include:

• legal or business name
• email
• tax identifier
• address
• comments

This flow affects invoices, payment receipts, and online payment readiness.

Common issue#

I cannot safely delete a billing record#

If invoices already reference that billing record, Skolar keeps history intact so older financial records are not broken.