A billing account is the account that is invoiced: it holds the subscriptions and receives the invoices. It belongs to a paying account. The Billing Accounts list shows all your billing accounts. From it, you open a billing account's page.
To open the list, go to Customer Care > Billing Accounts. If this entry is missing from the menu, it is hidden by the Navigation Panel setting described in Customer hierarchy - newUI.
Billing accounts list
Each line is a billing account. The list shows these columns:
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Code
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Name: the description for a company or a government body, the first and last name for an individual
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MRR: the monthly recurring revenue of the billing account
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Subscriptions: the number of subscriptions
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Billing cycle
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Creation date
You can also show these columns: Account type, Tax category, Address line 1, Postal code, City, Country, Company registration N° and Status. The status is Activated , Canceled , Closed or Terminated . You can sort and filter the columns, and move or hide them.
The list is sorted by creation date, newest first. Use the search bar to find a billing account by code or by name.
From the list, you can:
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Click Create customer hierarchy to create a new customer hierarchy.
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Click Export table to download the list. The Subscriptions and Company registration N° columns are not exported.
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Use the menu at the end of a line to create a subscription or an invoice for that billing account.
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Click a billing account's code to open its page.
Billing account page
The page header shows the billing account's name and status, with the Edit and Actions buttons. The billing account page is also available in the previous design: use the Switch to legacy design toggle at the top of the page.
The page has the General information and Customer details tabs and, from 18.1.0 onwards, a Documents tab. When custom fields are defined for billing accounts, an Extended information tab shows them.
General information
The tab opens with two sections side by side.
Customer details:
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Customer code: the billing account's code
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Billed to: the billing account's name
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Sold to: the customer the billing account belongs to
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Paid by: the paying account of the billing account
From 18.1.0 onwards, Sold to and Paid by are links: click one to open the customer's or the paying account's page. Point to a link to see the code and the description of the account.
Billing information: Billing cycle, Country, Language, Currency, Tax category, Email address and Favorite payment method. To change this information, click Edit.
Subscriptions
The Subscriptions section lists the subscriptions of the billing account. Use the search bar to find one. Click Create subscription to add a new subscription.
Rated items
From 18.1.0 onwards, the Rated items section, below Subscriptions, lists the billing account's rated items with these columns: Subscription n°, Product, Status, Quantity, Unit price and Amount with Tax.
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Search the list, or filter it by subscription code or product code.
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Click a subscription to open it. Click a rated item to see its details.
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Click Generate invoice to invoice the billing account. You do not select rated items: the invoice covers everything that can be billed up to today, and its invoice date is today. Rated items dated after today are not included.
Other sections
Further down, the Transactions section lists the billing account's invoices and payments. It is followed by the Quotes section, when quotes are used, and by the Orders and Activity sections.
Contracts
From 18.1.0 onwards, when framework agreements are used, a Contracts section lists the contracts that apply to the billing account: those of its seller, of its customer, of its paying account, of the billing account itself and of its subscriptions. Click Create contract to create a new framework agreement.
Customer details
The Customer details tab gives the full details of the billing account and of the accounts above it, in the Billing account information, Paying account information and Sold to information sections. For companies, they also show the registration information. The Used by section lists the user accounts of the billing account: click one to open its page.
Documents
From 18.1.0 onwards, the Documents tab lists the files attached to the billing account. You can upload, download and delete them. See Documents tab.