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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Set up payment details for a billing account

# Set up payment details for a billing account {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
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.

## Before you begin

Role required: sn_billing_account.crm_b2b_writer or sn_billing_account.crm_b2c_writer, or a role that contains them (sn_billing_account.crm_data_manager or sn_billing_account.crm_admin). The unrestricted billing account roles
(sn_billing_account.writer, sn_billing_account.data_manager, sn_billing_account.admin) also apply.

## About this task

A payment profile \[sn_billing_account_payment_profile\] table defines how a billing account is paid, including the payment method and any related payment details. Together with the paying party settings on
the billing account, it captures who is responsible for payment --- the account itself, a parent, or another designated billing account. Adding payment profiles helps your organization manage payment responsibility accurately
across billing relationships and account hierarchies.{#add-payment-profile-to-billing-account__p_pay_ctx_21c}

## Procedure

1. Navigate to AllCustomer ServiceCustomerBilling Accounts.
2. Select a billing account from the list.  
   For more information on how to create a billing account record, see [Install billing account](https://www.servicenow.com/docs/4D55QbNeHzd7L1QMaupJuQ "You can install the Billing Account Core (sn_billing_account) application if you have the admin role.").
3. On the billing account form, define the paying party for the account.  
   {#add-payment-profile-to-billing-account__table_ba_pay_party__entry__2}

   | Field | Definition |
   |-|-|
   | Paying party | Identifies the party responsible for paying. The available values are: * None: No paying party is assigned. This is the default value until you select another option. * Self: The billing account pays its own charges. When you select this value, the Paying billing account field is set to the current account automatically. * Parent: A self-paying account higher in the billing account hierarchy pays the charges. * Designated: A billing account that you specify pays the charges. In the Paying billing account field, you can select any account of the same billing account type. {#add-payment-profile-to-billing-account__ul_qxm_t51_jkc} |
   | Paying billing account | Lists accounts of the matching billing account type (for example, Customer account). |
   [Table 1. Billing account paying party fields]

   {#add-payment-profile-to-billing-account__table_ba_pay_party}
4. Select New from the Billing Account Payment Profiles related list.
5. On the form, fill in the fields.  
   {#add-payment-profile-to-billing-account__table_ba_pay_prof__entry__2}

   | Field | Definition |
   |-|-|
   | Payment method | Payment method for the profile. The available values are: * Invoice: The account is billed by invoice and settles against it. * Direct Debit: Payments are collected automatically by direct debit; selecting this value enables Payment method type and Payment reference ID. {#add-payment-profile-to-billing-account__ul_pxn_4v1_jkc} |
   | Billing account | Billing account that this payment profile belongs to. |
   | Payment method type | Type of payment method. The available values are Card and Bank transfer. This field is available when Payment method is Direct Debit. |
   | Payment reference ID | Reference identifier for the payment method. This field is available when Payment method is Direct Debit. |
   | Active | Indicates whether the payment profile is active. Selected by default. |
   [Table 2. Billing Account Payment Profile form]

   {#add-payment-profile-to-billing-account__table_ba_pay_prof}
6. Select Submit to create the billing account payment profile record.

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