---
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 a billing schedule for a billing account

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

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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.

## Before you begin

Role required: sn_billing_account.schedule_writer, or a billing account role that contains it, such as sn_billing_account.crm_b2b_writer, sn_billing_account.writer, sn_billing_account.data_manager, or sn_billing_account.admin.  
Note:  
Users with sn_billing_account.schedule_viewer role have read-only access to the schedule.

## About this task

A billing schedule is a schedule (cmn_schedule) record made up of one or more schedule entry (cmn_schedule_span) records that define the billing periods. When you create a schedule from a billing account, the schedule
Type is automatically set to Billing Account.

Each billing account uses a single billing schedule. You can reuse the same schedule for more than one billing account. However, if a schedule is shared, an information message appears on both the billing account and the
schedule.

## 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. In the Billing schedule field, create a schedule or select an existing one.  
   For more information about the fields on the schedule form, see [Schedule fields](https://www.servicenow.com/docs/access?context=r_ScheduleFields&version=brazil&pubname=brazil-platform-administration&ft:locale=en-US).
   {#set-up-billing-schedule-for-billing-account__table_ba_bill_sched__entry__2}

   | Field | Definition |
   |-|-|
   | Billing Schedule | Schedule (cmn_schedule) record that defines the billing periods for the billing account. Note: The Billing schedule field lists only schedules whose Type is Billing Account. Because the Schedule (cmn_schedule) table is shared across the platform, the Type field identifies which schedules belong to billing accounts. If you select a schedule that another billing account already uses, an information message indicates that the schedule is shared. |
   [Table 1. Billing schedule fields]

   {#set-up-billing-schedule-for-billing-account__table_ba_bill_sched}
4. Add schedule entry (cmn_schedule_span) records to the schedule to define the individual billing periods.
5. Save the billing account to associate the billing schedule with the record.

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