Adding Additional Bill Units to an Account

Add additional bill units to an account used for setting up billing hierarchies. Billing hierarchies allow another account to assume financial responsibility of an account's bill unit. See "About Billing Hierarchies" for information on setting up billing hierarchies.

Each bill unit uses any payment method configured in an account, or assigned to another account for financial responsibility. Billing Care generates unique invoices at for each bill unit. See "Adding a Payment Method" for information on how to add additional payment methods to an account.

To add a bill unit to an account:

  1. On the account page, select Actions, Financial Setup and then Bill Unit Setup.

    The Financial Setup screen appears.

  2. In the Bill Units area, click New.

  3. Enter the required information for the new bill unit including selecting a payment method from the drop-down list.

  4. Click Apply.