Add or Remove a Related Property

Related Properties are Accounts that are tied together so they can all be billed to one 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 with the correct parent as they are entered into the system.
To assign a Master property to a Client Account, follow these 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. 

    Add_Client_Overlay.png

  3. Click Save.

If an Account has any related properties, you'll see them in this panel under the Client Account:

Related_Properties_Panel.png

Warning: Though this panel has an Add Property link, we advise that you do not use this link to add new properties IF you sync with QuickBooks Desktop. Client relationships are not maintained across the sync so it's impossible to properly associate them in both systems.
If you sync with QBD, you'll 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 in two different ways:

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

    Remove_a_Master_Property.png

    OR

  2. Highlight the information in the Master Property field with your cursor, then press Delete on your keyboard. 

    Delete_Master_Property.png

Note: You can add, edit, or remove Master Properties for Leads, as well.

Things to remember about Master and Sub Properties:

  • The Master Property will show transactions for the Master and all Sub-Properties. This means 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, the Invoices will display the total balance.
  • Invoices are generated whenever Jobs are performed. Each Related Property will generate its own Invoice(s). This means that if you want to send a single document to the Client for all their Related Properties, you can do so 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 either the Master or Sub-Properties. However, Payments entered on Sub-Properties cannot be applied to the Master.
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