Install Billing Account

You can install the Billing Account application (com.snc.billing_account) if you have the admin role. The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed.

Before you begin

• Ensure that the application and all of its associated ServiceNow Store applications have valid ServiceNow entitlements. For more information, see Get entitlement for a ServiceNow product or application.
• Review the Order Management application listing in the ServiceNow Store for information on dependencies, licensing or subscription requirements, and release compatibility.

Role required: admin

About this task

The billing account application has a modular plugin structure:

• Base plugin (com.snc.billing_account): Independent core functionality for billing account management
• CSM integration: Install com.sn_customerservice and com.snc.cs_base to enable billing account integration with core CSM capabilities and the Related Party Framework
• CSM Workspace support: Install com.snc.uib.csm_agent_workspace to enable CSM Workspace support for billing account integration
• Household functionality: Install com.snc.household for household-related billing scenarios
• Install Base and Sold Product functionality: Install sn_install_base for product inventory integration

Procedure

1. Navigate to All > Customer Service > Customer > Billing Accounts.

2. Select New from the billing accounts record.

3. On the form, fill in the fields.

   Field	Definition
   Name	Name of the billing account.
   Number	Internal unique number identifying the billing account.
   Billing account type	Organization or user type associated with this billing account.
   Parent billing account	References the parent billing account.
   Status	Indicates the current state of the billing account.
   Account	Customer account to which this billing account belongs.
   Contact	Customer contact to which this billing account belongs.
   Consumer	Consumer to which this billing account belongs.
   Start date	Date when the billing account becomes active.
   End date	Date when the billing account is closed or terminated.
   Currency	Currency used for transactions in this billing account.
   Active	Status of the configuration. By using this functionality, you can enable or disable this configuration.
   Description	Description of the billing account.

4. Select Submit to create a new billing account record.