Configuring billing accounts

concept australia Updated Sep 11, 2026 2 min read configure-billing-accounts.md
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Configure billing accounts by reviewing the billing account model, setting up billing account records, and granting related parties access through customer access management.

Understand the billing account model

Topic Description
Billing account data model Review the entities, relationships, and business models that the billing account data model adds to the Customer Data Foundation.
Billing account tables and plugins Review the tables that the Billing Account Core application adds or uses, and the applications required.
Roles installed with billing accounts Review the granular roles installed across the platform, CRM, and customer access management families.

Set up billing accounts

Task Description
Install billing account Install the Billing Account Core application.
Associate a location with a billing account Add one or more addresses to a billing account and mark one as the primary address.
Set up payment details for a billing account Define the paying party and the payment profile for a billing account.
Set up a billing schedule for a billing account Define the billing frequency and cycle on the platform schedule.
Add related parties to a billing account Grant additional users tracking or access to a billing account.

Related-party access to billing accounts runs on customer access management. Configure it with the following tasks:

Task Description
Create a responsibility definition Define the responsibility that grants related-party access to a billing account.
Creating a responsibility access configuration Configure how related parties are granted access to a billing account.
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