How do I change the payer on an invoice/subscription?

This article explains the process of changing the payer on an invoice. In opus1.io, the payer of an invoice is determined based on the client's subscription settings.

Payers are assigned to invoices according to your client's subscription settings. Therefore you must change the payer of a subscription in order to change the payer on an invoice.

To change the payer associated with a subscription, go to your client's profile and navigate to the section titled Subscriptions. Find the subscription that you wish to update and click the Update button.

Payers are assigned to subscriptions at the top of the Update Subscription window

You can select a new payer from the Payer drop-down menu. Only a client themselves or their account managers can be assigned as payers on a subscription.

Once you've assigned a new payer to your client's subscription, scroll down and click the Update button at the bottom of the Update Subscription window to save your changes.

Note: Make sure that the payer assigned to a subscription has a payment method associated with their profile, otherwise, payment on invoices may fail or require updating payment methods.