Set Up Relationships

The Relationships utility groups family members together along with additional responsible people. It is especially useful for daycare or school billing, where the student is the customer but the AR statement goes to a different Bill To. A new Relationships item under Control Table Information lets you establish Relationship Types. This article walks through setting up relationships.

For a visual walkthrough, see the Relationships video, or browse the full library on the Videos at a Glance page.

Add relationship types

1. From the Accounts Receivable menu, hover over Modify and click Control Table Information.

   

2. Choose Relationships from the drop-down list.

   

3. Click the Add New Type icon.

   

4. Type Grand Parent in the Description field and click Apply.

   Note: Give careful consideration to the entry here, since Relationship Types drive how family members and responsible parties are grouped throughout AR.

   

5. Enter Grand Child in the Description field, select Grand Parent from the Inverse Relationship drop-down list, then click Apply.

   Note: You could enter Grand Mother and Grand Son instead, but that approach requires four Relationship Type pairs versus one pair in this example. Keep it simple.

   

6. Enter additional types as needed.

   Note: You can use the same type in both the Relationship and Description fields, such as Sibling. You can also leave the Description field empty when no inverse relationship is needed. This is helpful when a responsible party pays a portion of tuition for several customers but wants the inverse tag to stay anonymous.

Add primary family members

1. From the Accounts Receivable menu, hover over Modify and click Customer Information.

   

2. Enter part of the customer's full name in the Name field and click Search.

   

3. Locate and double-click the desired name.

   

4. Click the Relationships tab.

   

5. Click the Add New Family Member link.

   

6. Click the (not set) link.

   

7. Enter the last name as needed and click Search.

   

8. Adjust the Role Type as needed using the drop-down arrow, then click Save.

   

9. Repeat this process until all family members are included in the list.

   

Updated May 18, 2026 17:57