Create/Configuring Beneficial Owner
You can find the Beneficial owner contacts in the Account details section of the customer profile, just below the Contacts and Customer portal section.
Select the + icon to enter a new Beneficial owner contact
Enter the Owner details.
Toggle the appropriate settings for the contact:
Active Contact: Add/keep them as an active contact on the account
Property Owner: designate them as the owner of the property (vs. a tenant)
Payment Address Override: use the address of the beneficial owner when processing payments vs the billing address saved for the account
Select if you want the Beneficial Owner to be associated with a specific location
Quick actions are available for easy access on the account page allowing you to toggle the beneficial owner settings for Active contact, Property owner, Payment address override and delete the contact.
Payments by Beneficial owner contact
Beneficial owner contact payment override will display on the payment screens by showing the Payment Address:
Benefical owner contact payment override will also display on the customer portal as Payment address. (If no payment override exists, this will show as Billing address.)
Will the property owner be included in the emailed Invoice or Payment Receipt?
Not automatically. You can save the Property owner information without enabling email contact. If you want the property owner to receive a copy of the invoice and payment receipt, select the "Associated With: Service Location" option
