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Manage Family Links

  • Updated
  1. Click the Customer Management module.
  2. Enter the customer name on the search bar, then click the customer name.
  3. Click the General tab.
  4. Click Family.
  5. To add a new member, click Add Family Member, check the box(es) of the member(s) you'd like to add, and then click Save.
  6. To select the head of the family, check the desired member, then click Make Family Head. 
  7. To select a family bill, click Change Family Payment, toggle Family Payment to Yes, then click Save.
  8. To remove a member, locate the desired member and click the x icon > Ok.