Managing Billing Preferences

After you link a contact to a billing account, you can add or update billing preferences. Billing preferences enable you to specify how billing-related communications are handled for that contact and billing account combination.

Using billing preferences, you can specify:

  • The contact's relationship to the billing account.
  • Whether the contact receives a copy of the bill, and if so, specifics about the number of copies, routing, and format of the bill.
  • The purchase order ID that displays on the bill. This field is enabled only if the contact receives a copy of the bill.
  • Whether the contact receives collections and overdue notices for the billing account.
  • Address information.
  • Whether notifications are allowed.

Note:

The information that displays in the Billing preferences drawer comes from your CIS. If this contact is specified as the main customer or a financially responsible person for this billing account in the CIS, some options are disabled, as they can't be changed. To enable these options, you must update the account in your CIS.

For information about how billing preferences are defined in your CIS, see "Account - Person Information" in the Business User Guide of your CIS system, which is available in the Oracle Utilities Help Center.

Updating Billing Preferences

To update billing preferences for a contact, you must first link the contact to a billing account. Then you can complete these steps:

  1. To access the billing preferences, complete one of these steps:
    • From Account 360, use the Show Contacts smart action to view a list of contacts. On the contact you want to view, use the Edit linked billing accounts option to open the <Contact Name> Billing Account Summary drawer, which lists all billing accounts associated with the contact. Select the Update Billing Preferences option from the action menu on the billing account you want to update.
    • From Account 360, search for and select a billing account. Select View contacts from the action menu, which opens a drawer with a list of contacts. Select the Update Billing Preferences option from the action menu on the contact you want to update.
    • 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. On the <Contact Name> Billing Account Summary drawer, select the Update Billing Preferences option from the action menu on the billing account you want to update.
    • Navigate to the contact record in Oracle Fusion Service. Type Edit Linked Billing Accounts in the Action bar, and then select it to open the <Contact Name> Billing Account Summary drawer. Select the Update Billing Preferences option from the action menu on the billing account you want to update.
  2. Update the billing preferences as needed, and then click Save.

Parent topic: Managing Billing Account Contacts