How to assign or change a unit's primary billing account holder

You'll need full accounting access on the property.

Open the Billing tab

1. Go to a unit.
2. Open the Leasing / Billing tab.
3. Find the Primary Account card.

Assign a holder (unit has none yet)

If the unit's primary billing account has no holder, the card shows an "Assign primary billing account" panel with a person picker.

1. Open the picker. It lists everyone on the unit who's eligible, residents, owners, and anyone with a pending invite (shown with a "· Pending invite" label). Dependents are not listed.
2. Pick the person.
3. Click Save (the button shows "Assigning…" while it works).

That creates the unit's primary billing account with the person you picked as the holder. You can now create charges, invoices, and leases for the unit.

Change (reassign) the holder

If the unit already has a holder:

1. Click Change on the Primary Account card. The picker opens empty, pick the new person.
2. If you pick the same person who's already the holder, nothing happens (no change, no email).
3. If you pick a different person, a confirmation dialog appears ("Reassign primary billing account?"). Review it and click Reassign to proceed, or Cancel (or press Esc) to back out, cancelling changes nothing.
4. The button shows "Reassigning…" while it works.

On a real change:

• The account's holder is updated (the previous holder is recorded in the account's history).
• Autopay is preserved, see the FAQ.
• Two emails go out, one to the person removed, one to the person newly assigned.

If the assignment takes a little longer than usual, the panel shows a "Still processing" message and keeps checking until the new holder shows up. It will never quietly revert to the old holder.

Assigning a holder while creating a lease

When you create a lease, you can name the primary billing account holder directly in the lease form. The person you name must actually belong to the unit (and can't be a Dependent). For condo leases a holder is required; for other lease types you can leave it blank at first and assign the holder later from the Billing tab.

If you're blocked

If you try to create a charge, invoice, or lease and see a banner like "Primary billing account needs a holder," the unit's primary account has no holder yet. Go to the unit's Billing tab and assign one (steps above), then try again.