Add or Remove a Related Property

Related Properties are Accounts that are tied together so they can all be billed to the same Account. The Account that all others are billed to is referred to as the "Master" or "Parent" Account. Typically, you would want to create the parent Account first so the "children" can all be associated to the correct parent as they are entered into the system as shown in the following steps:

  1. Navigate to the New Client or Edit Client overlay.
  2. On the "Personal Information" tab, select the Master Property for the Account you are adding or editing. To find an Account quickly, begin typing in the dropdown list. 

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  3. Click Save.

If an Account has any related properties, you will see them in this panel here from the client Account:

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NOTE: While this panel has an "Add Property" link, do not use this link to add new properties if you sync with QuickBooks Desktop. The client relationships are not maintained across the sync and it is not possible to get them properly associated in both systems. If you sync with QBD you will need to add related properties from the Quick Add menu or the "Add Client" button on the Client List. 

 

Remove a Related Property

A Master Property can be removed two different ways:

  1. Choose the empty selection from the top of the dropdown list. 

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  2. Highlight the information in the selection field with your cursor and press Delete on your keyboard. 

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Master Properties can be added, edited, or removed in the same ways for Leads.

Things to remember about Master and Sub Properties:

  • The Master Property will show transactions entered on the Master and all Sub Properties.  The Account Balance on the Master Property is the total Account Balance for all the related properties. If your Invoice Format shows the Account Balance, Invoices will display the total balance.
  • Invoices are generated wherever Jobs are performed. Each Related Property will generate its own Invoice(s).  If you want to send a single document to the Client for all that Client's Related Properties, you can do this by sending an Account Statement.
  • You can enter Payments on either the Master Property or the Sub Property.  If the Payment is entered on the Master Property, you can apply the Payment to the Master or Sub Properties; however, Payments entered on Sub Properties cannot be applied to the Master Property.

 

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