Add Billing Contacts to Billing Account

Agency staff and registered public users can now add applicants, business owners, and other non-billing contacts from the billing contacts tab to the billing accounts tab in an application.

Users can also update the primary contact and other billing contacts from the Contact tab.

This gives users greater usability for adding contacts. 

Steps to Enable and Configure

To use this feature, you need to configure a license application type with a billing account predefined field group to collect and store billing information for each license application transaction. 

For information about creating an intake form using predefined field groups, see Implementing Permitting and Licensing, "Creating Intake Forms," Using Predefined Field Groups on the Oracle Help Center. 

Tips And Considerations

When agency staff or a registered public user submits a business license application they must complete the business details, business owners, and business location information before continuing to the billing account field group. Therefore, the license application type must be created to show the business details field group, business owners field group, and business locations field group, before the billing account field group. 

Key Resources

• See Using Community Development Permits, Managing the Permit Application, Working with Billing Accounts on the Oracle Help Center. 

Access Requirements

The following roles can utilize this feature: 

• ORA_PSC_BILLING_ENTRY_DUTY
• ORA_PSC_BILLING_ADMINSTRATION_DUTY