---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/customer-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configuring billing accounts

# Configuring billing accounts {#ariaid-title1}

Release version: Australia  
Updated September 11, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Configure billing accounts by reviewing the billing account model, setting up billing account records, and granting related parties access through customer access management.

## Understand the billing account model {#configure-billing-accounts__section_understand_model}

{#configure-billing-accounts__table_understand_model__entry__2}

| Topic | Description |
|-|-|
| [Billing account data model](https://www.servicenow.com/docs/ea_XH0ksrIe2k0sNOPdl9A "The billing account data model extends the Customer Data Foundation with a financial layer that captures how customers are billed and how they pay: billing accounts, their addresses, payment profiles, billing schedules, and related parties.") | Review the entities, relationships, and business models that the billing account data model adds to the Customer Data Foundation. |
| [Billing account tables and plugins](https://www.servicenow.com/docs/6KPVNeQe4EafIxq6lQjqPw "Lists the tables that the Billing Account Core application adds or reuses, and the applications required to enable billing accounts.") | Review the tables that the Billing Account Core application adds or uses, and the applications required. |
| [Roles installed with billing accounts](https://www.servicenow.com/docs/37UEmHNCJG50~iee5ThBYQ "The Billing Account Core application installs granular roles across three families: platform, CRM, and customer access management. Users inherit these granular roles through the functional or persona roles assigned to them.") | Review the granular roles installed across the platform, CRM, and customer access management families. |
[ ]

{#configure-billing-accounts__table_understand_model}

## Set up billing accounts {#configure-billing-accounts__section_set_up_billing_accounts}

{#configure-billing-accounts__table_set_up_billing_accounts__entry__2}

| Task | Description |
|-|-|
| [Install billing account](https://www.servicenow.com/docs/2NJWajhhzCrd0OqA3BnHVQ "You can install the Billing Account Core (sn_billing_account) application if you have the admin role.") | Install the Billing Account Core application. |
| [Associate a location with a billing account](https://www.servicenow.com/docs/XfwGx65nS8oxzTKOKpGSaw "Associate one or more locations with a billing account by creating billing account address records. Each billing account address links a billing account to a location and identifies the type of address.") | Add one or more addresses to a billing account and mark one as the primary address. |
| [Set up payment details for a billing account](https://www.servicenow.com/docs/OEsowEM3JkeVrhDHJOwcHA "Set up payment details for a billing account by defining the paying party on the account and adding a payment profile. The paying party settings capture who is responsible for payment; the payment profile records how the account is paid, including the payment method. Payment profiles are stored in the Billing Account Payment Profile table.") | Define the paying party and the payment profile for a billing account. |
| [Set up a billing schedule for a billing account](https://www.servicenow.com/docs/bx0croTqsOIUC2BuN7RX6Q "Set up a billing schedule for a billing account to define when billing occurs. A billing schedule uses the platform schedule and schedule entry records and is linked to the billing account through the billing schedule field.") | Define the billing frequency and cycle on the platform schedule. |
| [Add related parties to a billing account](https://www.servicenow.com/docs/72vucd0eMiI7WCc5uRDyiA "Extend billing account access to additional customers or stakeholders by configuring billing account related parties. Related parties enable you to define relationships between billing accounts and other entities such as contacts, consumers, or accounts.") | Grant additional users tracking or access to a billing account. |
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{#configure-billing-accounts__table_set_up_billing_accounts}

## Grant related-party access {#configure-billing-accounts__section_grant_related_party_access}

Related-party access to billing accounts runs on customer access management. Configure it with the following tasks:  
{#configure-billing-accounts__table_grant_related_party_access__entry__2}

| Task | Description |
|-|-|
| [Create a responsibility definition](https://www.servicenow.com/docs/VU97ec9~0ERIQPYHshq_ug "A responsibility, or responsibility definition, specifies the role or function a user has within an entity, determining access through relationships. When creating a relationship, users are assigned specific responsibilities that grant access to the entity and its related entities.") | Define the responsibility that grants related-party access to a billing account. |
| [Creating a responsibility access configuration](https://www.servicenow.com/docs/CjJw0vNouaIoVT5_zwrLgQ "Create responsibility access configurations to add or modify access for various user relationships using different association types.") | Configure how related parties are granted access to a billing account. |
[ ]

{#configure-billing-accounts__table_grant_related_party_access}