Set up payment details for a billing account
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.
Procedure
-
Navigate to All > Customer Service > Customer > Billing Accounts.
-
Select a billing account from the list.
For more information on how to create a billing account record, see Install billing account.
-
On the billing account form, define the paying party for the account.
|
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.
|
|
Paying billing account |
Lists accounts of the matching billing account type (for example, Customer account). |
- On the form, fill in the fields.
|
Field |
Definition |
|---|---|
|
Payment method |
Payment method for the profile. The available values are: - Invoice: The account is billed by invoice and settles against it.
|
|
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. |
---
title: Set up payment details for a billing account
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/add-payment-profile-to-billing-account.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Configuring billing accounts, Billing accounts, Customer data, Set up your environment, Configure, Customer Service Management]
---
# Set up payment details for a billing account
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.
## Procedure
1. Navigate to **All** > **Customer Service** > **Customer** > **Billing 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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/install-billing-account.md).
3. On the billing account form, define the paying party for the account.
<table id="table_ba_pay_party"><thead><tr><th>
Field
</th><th>
Definition
</th></tr></thead><tbody><tr><td>
Paying party
</td><td>
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.
</td></tr><tr><td>
Paying billing account
</td><td>
Lists accounts of the matching billing account type \(for example, Customer account\).
</td></tr></tbody>
</table>4. Select **New** from the Billing Account Payment Profiles related list.
5. On the form, fill in the fields.
<table id="table_ba_pay_prof"><thead><tr><th>
Field
</th><th>
Definition
</th></tr></thead><tbody><tr><td>
Payment method
</td><td>
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**.
</td></tr><tr><td>
Billing account
</td><td>
Billing account that this payment profile belongs to.
</td></tr><tr><td>
Payment method type
</td><td>
Type of payment method. The available values are Card and Bank transfer. This field is available when Payment method is Direct Debit.
</td></tr><tr><td>
Payment reference ID
</td><td>
Reference identifier for the payment method. This field is available when Payment method is Direct Debit.
</td></tr><tr><td>
Active
</td><td>
Indicates whether the payment profile is active. Selected by default.
</td></tr></tbody>
</table>6. Select **Submit** to create the billing account payment profile record.
| title | Set up payment details for a billing account |
| description | 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. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/add-payment-profile-to-billing-account.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Configuring billing accountsBilling accountsCustomer dataSet up your environmentConfigureCustomer Service Management |