Billing Account

A billing account is a record used to show all billing information for a customer or subcustomer. A billing account contains billing-specific information, including billing schedule, default payment terms, bill-to address, and currency.

For details about working with billing accounts in the UI, see Creating Billing Accounts.

The billing account record is defined in the relationships XSD, where it is represented as the BillingAccount complex type.

To enable Billing Accounts, you must first enable:

Consolidate Projects on Sales Transactions (Setup > Accounting > Preferences > Accounting Preferences. On the Items/Transactions subtab > Sales & Pricing > Consolidate Projects on Sales Transactions).
Charge Based Billing (Setup > Company > Setup Tasks > Enable Features. On the Transactions subtab> Billing > Charge Based Billing).

After enabling both prerequisites, enable Billing Accounts by going to Setup > Company > Setup Tasks > Enable Features. On the Transactions subtab select Billing and then Billing Accounts.

Access Billing accounts from Lists > Relationships > Billing Accounts or by clicking New on the Billing Account subtab on the Customer record.

Note:

If you have multiple billing accounts for a customer, the billing account marked as customer default is used when creating transactions, for example a new invoice.

For more on using SOAP web services to interact with billing account, see the following topics:

Billing Account Supported Operations
Billing Account Body Fields
Billing Account Code Samples

Billing Account Supported Operations

Note:

You can also use the asynchronous equivalents of SOAP web services list operations. For information about asynchronous operations, see SOAP Web Services Asynchronous Operations. For more information about request processing, see Synchronous Versus Asynchronous Request Processing.

Billing Account Body Fields

When creating a usage record, you are required to define the following body fields:

Field Name	Label in UI	Description/Type
`customer`	Customer	The customer associated with the billing account. This is a RecordRef field.
`currency`	Currency	The currency associated with the billing account. This is a RecordRef field.
`billingSchedule`	Billing Schedule	The billing account schedule. This is a RecordRef field.
`startDate`	Start Date	The date on which the billing account starts. This is a dateTime field. You can only change the start date of a billing account if it is not yet tied to a subscription.

Field Name

Label in UI

Description/Type

customer

Customer

The customer associated with the billing account. This is a RecordRef field.

currency

Currency

The currency associated with the billing account. This is a RecordRef field.

billingSchedule

Billing Schedule

The billing account schedule. This is a RecordRef field.

startDate

Start Date

The date on which the billing account starts. This is a dateTime field. You can only change the start date of a billing account if it is not yet tied to a subscription.

The SOAP Schema Browser includes definitions for all body fields, search filters, and search joins available to this record. For details, see the SOAP Schema Browser’s billing account reference page.

Note:

For information on using the SOAP Schema Browser, see SOAP Schema Browser.

Billing Account Code Samples

For examples of how to work with billing account records using SOAP, refer to the following sections:

Adding a Standard Billing Account
Adding a Billing Account With Preferences

Adding a Standard Billing Account

This example shows how to add a standard billing account record.

Java

                //Create the record

      BillingAccount record = new BillingAccount();
      
      //Set fields on the billing account record
      record.setName("Benbow Billing Account");
      record.setCustomer(createRR("305"));
      record.set_class(createRR("1"));
      record.setBillingSchedule(createRR("2"));
      record.setFrequency(BillingAccountFrequency._monthly)

      //Set Start Date field using the Gregorian Calendar
      Calendar startDate = new GregorianCalendar();
      startDate.set(Calendar.YEAR, 2017);
      startDate.set(Calendar.MONTH, 0);
      startDate.set(Calendar.DAY_OF_MONTH, 15);
      record.setStartDate(startDate);      

      //Add the record
      c.addRecord(record);

SOAP Request

          <soapenv:Body>
        <add xmlns="urn:messages_2017_1.platform.webservices.netsuite.com">
            <record xsi:type="ns8:BillingAccount" xmlns:ns8="urn:relationships_2017_1.lists.webservices.netsuite.com">
                <ns8:customer xsi:type="ns9:RecordRef" internalId="305" xmlns:ns9="urn:core_2017_1.platform.webservices.netsuite.com"/>
                <ns8:name xsi:type="xsd:string">Benbow Billing Account</ns8:name>
                <ns8:class xsi:type="ns10:RecordRef" internalId="1" xmlns:ns10="urn:core_2017_1.platform.webservices.netsuite.com"/>
                <ns8:billingSchedule xsi:type="ns11:RecordRef" internalId="2" xmlns:ns11="urn:core_2017_1.platform.webservices.netsuite.com"/>
                <ns8:frequency xsi:type="ns12:BillingAccountFrequency" xmlns:ns12="urn:types.relationships_2017_1.lists.webservices.netsuite.com">_monthly</ns8:frequency>
                <ns8:startDate xsi:type="xsd:dateTime">2017-01-15T14:37:49.519Z</ns8:startDate>
            </record>
        </add>
    </soapenv:Body>

Adding a Billing Account With Preferences

The following example adds a billing account record that specifies the invoice form.

Java

                //Create the record

      BillingAccount record = new BillingAccount();
      
      //Set fields on the billing account record
      record.setName("FedEx Billing Account");
      record.setCustomer(createRR("305"));
      record.set_class(createRR("1"));
      record.setBillingSchedule(createRR("2"));
      record.setFrequency(BillingAccountFrequency._monthly)
      //set the Invoice Form field
      record.setInvoiceForm(createRR("69");
      
      //Set Start Date field using the Gregorian Calendar
      Calendar startDate = new GregorianCalendar();
      startDate.set(Calendar.YEAR, 2017);
      startDate.set(Calendar.MONTH, 0);
      startDate.set(Calendar.DAY_OF_MONTH, 15);
      record.setStartDate(startDate);      

      //Add the record
      c.addRecord(record);

SOAP Request

          <soapenv:Body>
        <add xmlns="urn:messages_2017_1.platform.webservices.netsuite.com">
            <record xsi:type="ns8:BillingAccount" xmlns:ns8="urn:relationships_2017_1.lists.webservices.netsuite.com">
                <ns8:customer xsi:type="ns9:RecordRef" internalId="305" xmlns:ns9="urn:core_2017_1.platform.webservices.netsuite.com"/>
                <ns8:name xsi:type="xsd:string">FedEx Account</ns8:name>
                <ns8:class xsi:type="ns10:RecordRef" internalId="1" xmlns:ns10="urn:core_2017_1.platform.webservices.netsuite.com"/>
                <ns8:billingSchedule xsi:type="ns11:RecordRef" internalId="2" xmlns:ns11="urn:core_2017_1.platform.webservices.netsuite.com"/>
                <ns8:frequency xsi:type="ns12:BillingAccountFrequency" xmlns:ns12="urn:types.relationships_2017_1.lists.webservices.netsuite.com">_monthly</ns8:frequency>
                <ns8:startDate xsi:type="xsd:dateTime">2017-01-16T02:43:47.987Z</ns8:startDate>
                <ns8:invoiceForm xsi:type="ns13:RecordRef" internalId="69" xmlns:ns13="urn:core_2017_1.platform.webservices.netsuite.com"/>
            </record>
        </add>
    </soapenv:Body>

Billing Account Supported Operations

Billing Account Body Fields

Billing Account Code Samples

Adding a Standard Billing Account

Java

SOAP Request

Adding a Billing Account With Preferences

Java

SOAP Request

Related Topics