Creating an Account

To create a new account:

  1. Click New Account.

    The Profile screen appears.

  2. Enter the following information for the new account:

    Field Description
    Contacts Account contact information. Provide one or more contacts for the new account.
    Security Security question and response. Provide a secure question used to verify the new account's owner during future interactions.
    Customer Type Select the customer type for the new account.
    Language Select the default language for the new account. Billing Care sets the default language based on your browser locale.
    Organization Hierarchy Type (Optional) Select the organization hierarchy type. Billing Care creates organizational hierarchy relationships for accounts with the same company name value specified. See "About Organization Hierarchies" for more information.

  3. Click Continue.

    The Select screen appears. Use this screen to select a plan for the new account.

  4. Select a plan for the new account. Use Filter the list to filter available plans by service and tags.

    Note:

    See additional details about a plan by selecting the plan and viewing:

    • Charge Offers and Discount Offers Included

    • Services Included

    • Purchase Options

    • Promotional expiration dates (if configured)

  5. Click Continue.

    The Configure screen appears. Use this screen to configure individual services included in the selected plan.

  6. Click on each service listed under Service Configuration and enter the required information.

  7. Click on a charge and discount offering listed under Configure Purchase to customize purchase, recurring, and usage fees if needed.

  8. Select a Purchase reason and enter notes if required.

  9. Click Continue.

    The Pay screen appears. Use this screen to configure a payment method and bill unit for the new account. See "Financial Setup" for more information on configuring payment methods and bill units.

  10. Enter the required information for the selected payment method.

  11. Select a Reason from the drown-down list and enter notes if needed.

  12. Click Finish to create the new account.

    The new account is created and displayed in Billing Care. See "Financial Setup" for additional information on managing account financial information.