Billing Account-Party Roles

Several parties can be associated to a Billing Account and share the same. When booking orders for any of these parties, the Billing Account can be used as the payment method.

Party Roles can be used as follows:

• Simple billing account for a single party
• More complex billing account where multiple parties (eg company subsidiaries) charge invoices to the billing account but a different party (eg head office) will pay the account

To add a party to a Billing Account, click the Party Roles tab for the Billing Account selected. Choose the party from the lookup and choose the Bill-to-customer role. Choose a start date and click Add.

Clicking Remove will disable the payment method for the party. You can also put a Through Date and disable it for the party