Accounts

Accounts are the entities for which bills are created. You must create at least one account for every customer. The account contains information that controls when bills are created and how they are formatted.

Every account must reference at least one person because the person contains the customer's demographic information (e.g., names, phone numbers, forms of ID). We refer to this individual as the "main" person linked to the account. In addition to the "main" person, an account may reference other types of persons, e.g., the billing contact, the third party guarantor of the account's debt, persons who receive copies of bills, etc.

Most accounts are linked to at least one service agreement because, without a service agreement, there is nothing on which a bill can be based. An account without a service agreement may exist; you just won't be able to do much in the system with such an account.