--- 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 --- # Billing accounts # Billing accounts {#ariaid-title1} Release version: Brazil Updated September 10, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Billing accounts The Billing Account Core application in ServiceNow provides a foundational data model for managing billing accounts across organizations and users. It enables businesses to define, organize, and maintain billing relationships that support accurate billing, payments, and scalable financial operations. A billing account acts as a centralized financial record managing payment and invoicing for services, distinct from customer accounts that represent organizational relationships. Show full answer Show less Billing accounts allow organizations to manage billing schedules, payment profiles, addresses, currency settings, and customer linkages. A single customer can have multiple billing accounts for different billing arrangements, and charges can be consolidated under a parent billing account. The model supports both B2B and B2C scenarios and can represent complex billing structures through parent-child hierarchies. Billing Account Core (snbillingaccount) is integrated within Customer Service Management (CSM), requiring CSM plugins for extended capabilities such as connecting billing accounts to customers, contacts, and households, as well as providing roles for CRM and customer access management. ## Key Features * **Billing schedules:** Define billing frequency (monthly, quarterly, annual) and billing cycles to automate invoice generation. * **Bill-to address and currency:** Specify invoice delivery addresses and billing currencies to align with customer and service requirements. * **Customer associations:** Link billing accounts to customers, contacts, and households for clear billing relationships. * **Hierarchy support:** Create parent-child billing account structures for consolidated billing, sub-accounts, or delegated payment responsibilities. The hierarchy visualization on the billing account form allows easy navigation and management of these relationships. ## Practical Use Case For example, a telecommunications customer subscribing to multiple services (mobile, broadband, streaming) can have a single billing account that consolidates billing. The billing account includes: * Service location as the billing address * Monthly billing schedule for regular invoicing * Payment profile with automatic direct-debit collection * Parent billing account setup if a parent company pays the charges This setup provides a clear, centralized record indicating who is billed, for what services, when invoices are generated, and how payments are made. ## When to Use Billing Accounts * To separate billing management from customer relationship management * When supporting multiple billing arrangements for a single customer * To consolidate charges across different business units, geographies, or product lines * To manage payment responsibility 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. {#configuring-billing-accounts__ul_example_ba} 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. {#configuring-billing-accounts__ul_cxs_3k5_bkc} {#configuring-billing-accounts__ul_wlm_nwd_b3c} ## 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 {#configuring-billing-accounts__ul_ovs_pwd_b3c} **Related concepts** * [Data management for Customer Service Management](https://www.servicenow.com/docs/G92GV7S0OLC2hv2UYsh~xQ "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/xgivejYe3ZuzJPBcXP9ERw "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.") * [Customer Data Foundation](https://www.servicenow.com/docs/k1s8725bcENVrT91aUSnOg "Models who a customer is, how they relate to the organization that serves them, and what each person can access across Customer Service Management (CSM).")