---
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


---

# Billing accounts

# Billing accounts {#ariaid-title1}

Release version: Australia  
Updated November 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read
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## Summary of Billing accounts

The Billing Account Core application in ServiceNow provides a foundational data model to manage billing accounts across organizations and users.
It enables businesses to define, organize, and maintain billing relationships, facilitating accurate billing, payments, and scalable financial operations.
A billing account is a centralized financial record managing payment and invoicing for services, distinct from a customer account which represents the organizational relationship.
Show full answer Show less  
Billing accounts allow organizations to organize billing schedules, payment profiles, addresses, currency settings, and link billing to customers, whether individuals or organizations. One customer can have multiple billing accounts for different billing arrangements, and charges can be consolidated under a single parent billing account. It supports both B2B and B2C scenarios, including complex parent-child hierarchies.

Billing Account Core (snbillingaccount) is accessed within Customer Service Management (CSM) and requires the CSM plugins (com.sncustomerservice and com.snc.csbase) to connect billing accounts to customer data and CRM features.

## Key Features

* **Billing schedules:** Define billing frequency such as monthly, quarterly, or annual cycles.
* **Bill-to address and currency:** Specify invoice delivery address and currency per billing account.
* **Customer associations:** Link billing accounts with customers, contacts, and households to manage billing relationships effectively.
* **Hierarchy support:** Create parent-child billing account structures to consolidate charges, delegate payments, or manage sub-accounts. The billing account form visualizes these relationships as an expandable tree, enabling easy navigation and management of related billing accounts.

## Practical Use Case

For example, a telecommunications customer subscribing to multiple services (mobile, broadband, streaming) can have a single billing account that:

* Associates a service location as the billing address.
* Defines a monthly billing schedule for regular invoicing.
* Adds a payment profile for automatic direct debit collection.
* Designates a parent company as the paying party if applicable.

This consolidates billing information into one record, clarifying who is billed, what services are included, when invoices are generated, and how payments are made.

## When to Use Billing Accounts

* To separate billing operations from customer relationship management.
* To support multiple billing arrangements per customer.
* To consolidate charges from various business units, geographies, or product lines.
* To manage payment responsibilities independently from service consumption.
* To track billing-related cases and interactions distinctly from general customer cases.  
Billing Account Core application provides a foundational data model for managing billing accounts across organizations and users. It enables businesses to define, organize, and maintain billing relationships, supporting
accurate billing, payments, and scalable financial operations.

## Billing account overview {#configuring-billing-accounts__section_jv4_3wd_b3c}

A billing account is a centralized record that manages payment and invoicing for services. Use billing accounts to organize billing schedules, payment profiles, addresses, currency settings, and to link billing to your
customers---individuals or organizations.

Unlike a customer account, which represents the organizational relationship, a billing account is a financial entity specifically for managing billing and payments. A single customer can have multiple billing accounts for
different billing arrangements, and you can consolidate charges from multiple accounts under a single parent billing account. Billing accounts support both B2B and B2C scenarios, including complex structures modeled through
parent-child hierarchies.

Billing Account Core (sn_billing_account) is a foundational data model application with no standalone navigation --- you work with billing accounts within Customer Service Management. The core tables, fields, billing schedules, and platform roles are available with Billing Account Core. The capabilities that connect a billing account to a customer require the CSM plugins `com.sn_customerservice` and `com.snc.cs_base`. These plugins provide the account, contact, and consumer relationships, related parties, the Address Type
field, and the CRM and customer access management (CAM) roles.

## Simple use case {#configuring-billing-accounts__section_example_ba}

A telecommunications customer subscribes to mobile, broadband, and streaming services. Rather than tracking three separate charges, you create one billing account for the customer and:

* Associate the service location as the billing address.
* Add a monthly billing schedule so invoices generate on a regular cycle.
* Add a payment profile with a direct-debit method so that charges are collected automatically.

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If a parent company pays the customer's charges, set the paying party to Parent and select the paying billing account. The result is a single record that answers who is billed, for what, when, and how they pay.

## Key capabilities {#configuring-billing-accounts__section_ntv_mwd_b3c}

* Billing schedule: Define billing frequency (monthly, quarterly, annual) and billing cycles.
* Bill-to address and currency: Specify invoice delivery address and billing currency.
* Customer associations: Link billing accounts to customers, contacts, and households.
* Hierarchy support: Create parent-child structures for consolidated billing, sub-accounts, or delegated payment responsibilities. The billing account hierarchy visualization shows these relationships as a tree on the billing account form so that you can review the structure and move between related billing accounts without leaving the record.  
  You can view and navigate these relationships from the billing account form. The hierarchy appears following the Description field on the Default and Case views. It shows the parent billing account, the child billing accounts, and identifies the billing account you're currently viewing. From the hierarchy, you can:
  * Expand or collapse nodes to show or hide child billing accounts.
  * Select a billing account in the tree to open that record.
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## When to use billing account {#configuring-billing-accounts__section_l1w_4wd_b3c}

Use billing accounts when your organization needs to:

* Separate billing from customer relationship management
* Support multiple billing arrangements for a single customer
* Consolidate charges from multiple business units, geographies, or product lines
* Manage payment responsibility separately from service consumption
* Track billing-related cases and interactions distinct from general customer cases
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**Related concepts**   

* [Data management for Customer Service Management](https://www.servicenow.com/docs/MT3O7h48KhrKB_jaNMwN5w "Data management refers to the processes and tools used to collect, organize, secure, and use customer-related data effectively so that support teams can deliver better service experiences. You can give your managers and agents a comprehensive view of customer data, including account and contact or consumer details, products and services, assets, contracts, and entitlements.")  
**Related reference**   

* [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.")