Billing Account Core release notes

  • Release version: Store
  • Updated August 6, 2026
  • 2 minutes to read
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    Summary of Billing Account Core release notes

    The Billing Account Core application provides a foundational data model for managing billing accounts across organizations and users within the ServiceNow platform. It centralizes billing account data, enabling businesses to define and maintain billing relationships to support accurate billing, payments, and scalable financial operations. The application integrates billing account information with related products, invoices, cases, and other financial entities to offer comprehensive financial context.

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    Key Features

    • Billing Account Hierarchy Visualization: Introduced in version 2.3.4, users can now view and navigate parent-child billing account relationships directly within the Platform (UI16) form using interactive expand/collapse and drill-down functionality.
    • Automated Billing Account Type Population: When creating billing accounts from Account or Consumer records, the Billing Account Type is auto-populated based on the source customer, reducing manual input and improving data consistency. Users retain the ability to edit this before saving.
    • Dynamic Default View: The default Billing Account view dynamically adjusts displayed fields based on the selected Billing Account Type, ensuring relevant information is visible to admins, including Account, Contact, and Consumer fields aligned with Case and Workspace views.
    • Access Control Enhancements: The CAM user role was removed from CRM Billing Account B2B and B2C viewer roles to resolve subscription issues, and access to related party configuration and responsibility definition tables is now managed through granular CRM Billing Account roles.
    • Related Parties Framework Integration: Enhanced data model (version 2.0.3) allows Contacts and Consumers to access Billing Accounts through the Related Parties framework with controlled access governed by system responsibilities and roles.
    • Workspace UI Improvements: Flat Sales Products and Product Inventory related lists were replaced with hierarchical related lists to improve workspace navigation without altering underlying data.

    Fixes and Improvements

    • Corrected role scoping issues ensuring proper field-level visibility on billing account records.
    • Security fixes applied to enhance application safety.
    • Defect fixes across multiple versions to improve stability and functionality.

    Practical Benefits for ServiceNow Customers

    Customers can expect a more intuitive and consistent billing account management experience with enhanced visualization and dynamic data views. Automated field population reduces manual errors, while improved role-based access controls strengthen security and data governance. The integration with the Related Parties framework and workspace UI enhancements support better financial context and navigation, facilitating efficient billing operations and scalable financial management within ServiceNow.

    Version history for the ServiceNow® Billing Account Core application on the ServiceNow Store.

    Important:
    For details on system requirements and family compatibility, view the application listing on the ServiceNow Store website.
    Version 2.3.4 - August 2026
    • New:
      • Billing Account hierarchy visualization is now available in the Platform (UI16) form. Users can view and navigate parent-child relationships directly from the Billing Account form, with interactive expand/collapse and drill-down navigation to related accounts.
      • Billing Account Type is now auto-populated based on the source customer. When creating a billing account from an Account or Consumer record, the system automatically sets the Billing Account Type according to the source, reducing manual input and ensuring consistency. Users can edit the type before saving.
      • Default Billing Account view now dynamically displays relevant fields based on the selected Billing Account Type. Admins see Account, Contact, and Consumer fields in the Default view for applicable types, aligning field visibility with Case and Workspace views.
    • Changed: The CAM user role is no longer required for CRM Billing Account B2B and B2C viewer roles, resolving the subscription issues from earlier versions.
    Version 1.0.3 - August 2026
    New: CAM user role is no longer contained in the Billing Account CRM B2B and B2C viewer roles.- Access to the related party configuration and responsibility definition tables are now driven directly through the CRM Billing Account granular roles.
    Version 2.2.0 - June 2026
    • Fixed: The sn_billing_account.ws_integration and sn_billing_account.viewerroles are now correctly scoped on the billing account records. These roles previously had unintended field-level visibility through a CSM-related ACL.
    • Removed: The flat Sales Products (SP) and Product Inventory (PI) related lists on the account's record page on the workspace are replaced by new hierarchical related lists for SP and PI. The underlying SP and PI data is unchanged; only the workspace view configuration is updated, and no other workspace components are affected.
    Version 2.1.0 - April 2026
    Fixed: Fixed defects.
    Version 1.0.2 - April 2026
    Fixed: Security fixes.
    Version 2.0.3 - March 2026
    New: Enhanced the Billing Accounts data model to allow Contacts and Consumers to access Billing Accounts through the Related Parties framework. Access is governed using out-of-the-box system responsibilities and roles, enabling controlled and flexible access management.
    Version 1.0.0 - February 2026
    • Billing Account Core 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.
    • The application acts as a central source of truth for billing account data, enabling seamless association with products, invoices, cases, and other related financial entities to deliver complete financial context.