Balance Forward Billing on Customer Accounts and Sites

You can enable and maintain balance forward billing details at the customer account level and customer site level. The rules governing the interaction between the customer account and customer sites determine what sites are included in balance forward bills.

Rules for Account and Site Balance Forward Billing

These rules apply to balance forward billing at the account level and site level:

• Account level customer profile values become the default values for the related customer sites when you create site profiles.

• If balance forward billing is enabled at the account level, you still need to enable balance forward billing on the related site profiles if you want to include these sites in the account-level balance forward bill.

  In the Balance Forward Billing section of site profiles:

  • Set the Enable option.

  • In the Bill Level field, select Account.

  • In the Bill Type field, select the bill type defined at the account level.

• You can define separate balance forward billing details for a particular site. In the Balance Forward Billing section of site profiles:

  • Set the Enable option.

  • In the Bill Level field, select Site.

  • In the Bill Type field, select the bill type to use for this site.

  Once you create a site profile and define separate balance forward billing details, the site profile no longer references the account profile.

• Balance forward billing definitions at the site level take precedence over balance forward billing definitions at the account level.