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Associating Billing Accounts with Other Records

Billing accounts can be associated with policies, contacts, companies, service requests, and households. End users can make the associations directly from the Billing Accounts screen, the Contacts Billing Accounts view, or the Companies Billing Accounts views.

Billing accounts can only be associated with households through an implicit relationship with a contact. That is, a billing account must be associated with a contact who is a member of a household in order for the billing account to be associated with the household. This relationship is then visible in the Households Billing Accounts view.

To associate a billing account with a policy

1. Navigate to the Billing Accounts screen.
2. In the Billing Account list, drill down on the billing account for which to associate a policy.
3. Click the Policies view tab.
4. In the Policies list, add a record.

   The Add Policy dialog box appears.

5. Do one of the following:
   • If the policy already exists, select the policy in the Add Policy dialog box.
   • If the policy does not yet exist, click New to create a new policy.

     The Add Policy dialog box closes and a record is added to the Policies list.

6. Complete the necessary fields.

   The policy is now associated with the billing account.

   NOTE:  The billing account type determines how many policies should be associated. If the type is Single Policy, then only one policy should be associated.

To associate a billing account with a contact or a company

1. Navigate to the Billing Accounts screen.
2. In the Billing Account list, drill down on the billing account with which to associate a contact or a company.
3. Click the Contacts view tab.
4. Do one of the following:
   • In the Contacts list, click New and either select or add a contact in the Add Contact dialog box.
   • In the Organizations list, click New and either select or add a company in the Add Companies dialog box.

     The selected contact or company is now associated with the billing account.

To add a service request to a billing account

1. Navigate to the Billing Accounts screen.
2. In the Billing Account list, drill down on the billing account to associate with a service request.
3. Click the Service Requests view tab.
4. In the Service Requests list, add a record and complete the necessary fields.