Step IV: Create a Billing Account

After creating a Customer Price List and a Contract, the next step in the process of setting up customer invoicing and billing accounts is to create a Billing Account, which serves as the key object for organizing third-party work order content into Customer Invoices and contains the information necessary to process billing. To create a Billing Account, complete the following steps:

1. Go to Customer > Billing Accounts Admin.
2. On the Billing Account screen that appears, click the Add New button in the top right corner of the table.
3. On the Billing Account Details screen that appears, enter a name for the billing account.
4. Enter an account number for it.
5. (Optional) Enter values in whichever of the other account details fields you want to use:
   • Payment terms
   • Number of days after invoice creation when invoice is due
   • Payment instructions
   • Credit hold
   • Accrual margin
   • Account Sale Rep
   • Tax Exempt
6. Enter the full address for the Billing Account, including city, state, zip code (where applicable) and country. This Billing Address is the location where the customer invoice will be sent.
7. (Optional) Designate a Billing Contact for the account.
8. When you are done configuring the account, click the OK button in the top right corner of the screen.