Family Notes

Store important notes regarding payments or account-related details under the Family record and report on it across the service.

Permissions: Admin or higher

1. Go to Billing > Family Accounts
2. Click on a Family name
3. Navigate to the Family Notes tab
4. Enter the text for your note
5. Click Add Note about Family

1. Go to Billing > Family Accounts
2. Click on a Family name
3. Navigate to the Family Notes tab
4. Click Delete

1. Go to Billing > Family Accounts
2. Click on Notes (Quick Links)
3. Set date range (or use the default dates)
4. Click Get Notes

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