How to Set Up Third Party Sponsors

Use this article to view, add, edit, and remove third-party sponsors in ChildFriendly, and to configure key fields such as invoice email, center visibility, and invoice visibility on the family portal. This is a one time set up, completed via your organizations settings, in the Set Up Module.

Last updated 2 days ago

Definition of a Third Party Sponsor: Ensure you understand the defnition of a third-party sponsor. A third-party sponsor is any payer other than a family member who covers a portion of a child’s fees. This is typically a government subsidy organization, foster care agency, or other service provider.

Step 1: Open Third-Party Sponsors

From the Setup module, go to the Organization section and select Third-Party Sponsors.

Step 2: Review Existing Third-Party Sponsors

On the Third-Party Sponsors page, you’ll see a list of all third-party sponsors that have already been set up.

Step 3: Remove an Existing Third-Party Sponsor

To remove a sponsor, select it from the list, open the triple-dot menu, and click Delete.

Step 4: View or Edit a Third-Party Sponsor

Click a third-party sponsor to expand it, review its details, and update any fields as needed.

Step 5: Configure the Invoice Email

If the sponsor has a standard email address for invoices, enter it in the Invoice Email field.

  • When you send invoices, this email will populate automatically.

  • If you do not invoice the sponsor by email, leave this field blank.

  • You can always change or override the email when you send the invoice.

Step 6: Choose Applicable Centers

In the Centers field, select which centers this third-party sponsor should be available for.

  • If the sponsor only applies to certain centers, select those specific centers.

  • This setting controls where the sponsor appears as an option when assigning payers.

Step 7: Control Invoice Visibility on the Family Portal

Use the Hide invoices on the portal toggle to decide whether families can see invoices sent to this third-party sponsor.

  • Turn this on if you do not want families to view invoices sent on their behalf, such as when a child is supported by a grant or other confidential funding.

  • For example, if you receive a monthly grant from a third-party sponsor for a child and do not want parents to see the grant amount, enable this option.

Step 8: Add and Save a Third-Party Sponsor

To create a new third-party sponsor, click the plus (+) icon, complete the required fields (and any optional fields you need), then save your changes.
Once saved, the third-party sponsor is ready to use in ChildFriendly.

Step 9: Use Sponsors in Billing and Invoicing

Once sponsors are added, they can be selected for auto-invoicing under the family ledger or assigned to specific billings when they are created. This completes the sponsor setup process.