0
2.3.4
Australia, Zurich, Yokohama
Standalone Application
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.
- Define billing relationships across organizations and users
- Support complex billing structures using hierarchical billing accounts
- Associate billing accounts with products, invoices, and cases to provide complete financial context in a single view
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.
- Optional dependencies
- Customer Service Management