Working with Billing Accounts

You either establish a new billing account or choose an existing billing account during the application intake for permit or planning applications. When you establish a new billing account during the application intake process, you may be alerted about duplicate billing accounts based on the configuration. If a duplicate billing account is identified, agency staff can resolve the duplicates during application intake or later based on billing account verification status on permit or planning applications.

You view billing account information associated with a submitted permit or planning application on the Billing Account page in the application details.

Any billing contact information you add as part of the intake is shown on the Contacts page. See Working with Application Contacts.

Viewing Billing Account Information for a Permit Application

You view billing account information on the Billing Account page in the permit application details:

1. Select the Permits or Planning Applications tile on the agency springboard.

2. Click the row for the selected application on the applications list page.

3. Click Billing Account in the left-hand navigation bar.

4. On the Billing Account page, you can view the billing account details associated to the permit that includes the following information:

   Page Element	Description
   Organization Name	Displays the name.
   Account Information	Displays the account name, number, and established date.
   Site Information	Displays the site name and address.
   Billing Contact	Displays the billing contact information added during application intake. Click Add to add another contact.