Linking a Contact with a Billing Account

When working with billing accounts, it is helpful to have an understanding of who the key people are that are associated with the account. For example, you might want to know who is financially responsible for the account, or have a list of contacts you can reach out to in the event that the person you normally contact is not available. To accomplish this, you can link contacts to billing accounts.

When you link a contact to a billing account, you also define the communication preferences for that contact and billing account combination.

After you link contacts with billing accounts, you can also remove them from the billing accounts. For example, if a contact at one of your accounts leaves their job, you can remove them from the account's contact list.

Note:

The person must already exist as a contact in Oracle Fusion to link them to a billing account.

You can link a contact to a billing account from these locations:

• Account 360
• My Contacts in Oracle Fusion Service
• An individual contact record in Oracle Fusion Service

Linking a Contact to a Billing Account

To link a contact to a billing account:

1. Complete one of these steps:
   • Access Account 360 for your account, and in the Action bar, type and select Show Contacts. Locate the contact you want to link to a billing account, and select Edit Linked Billing Accounts from the action menu at the right of the contact record.
   • Navigate to the My Contacts screen in Oracle Fusion Service. Locate the contact you want to link to a billing account, and select Edit Linked Billing Accounts from the action menu at the right of the contact record.
   • Navigate to the contact record in Oracle Fusion Service. Type Edit Linked Billing Accounts in the Action bar, and then select it.
2. The <Contact Name> Billing Accounts Summary screen opens, and displays one of the following:
   • A message telling you that the contact is not linked to any billing accounts for this account, along with a Link Contact to Billing Account button.
   • A list of the billing accounts associated with the selected account and contact. At the top right of the screen the Link Contact to Billing Account button is also displayed.
3. Click the Link Contact to Billing Account button, and then click Continue on the confirmation message.
4. If the contact doesn't already exist in your CIS, the system syncs the contact record so it is available in the CIS.
5. The Select billing account drawer opens.
6. Select the billing account you want to link the contact to and then click Continue.
7. Specify the Relationship Type and then click Save and Continue.
8. The system opens the Communication preferences drawer, where you can add or update contact preferences, address information, and notification preferences. See Setting Communication Preferences for additional details.
9. When you are done with your updates, save your changes and close the drawer.

Removing a Contact from a Billing Account

1. Complete one of these steps:
   • Access Account 360 for your account, and in the Action bar, type and select Show Contacts. Locate the contact you want to link to a billing account, and select Edit Linked Billing Accounts from the action menu at the right of the contact record.
   • Navigate to the My Contacts screen in Oracle Fusion Service. Locate the contact you want to link to a billing account, and select Edit Linked Billing Accounts from the action menu at the right of the contact record.
   • Navigate to the contact record in Oracle Fusion Service. Type Edit Linked Billing Accounts in the Action bar, and then select it.
2. The <Contact Name> Billing Accounts Summary screen opens, and displays a list of the billing accounts associated with the selected account and contact.
3. Click the Action menu next to the contact you want to remove, then click Remove.
4. On the confirmation message screen, click Remove.
5. The system displays a message when the removal is complete.