Creating a Billing Account

Creating a Billing Account

When an invoiced customer reorganizes or expands his or her business it may be necessary to create new billing accounts. Creating a billing account is a quick and simple process. Three tabs on the Create Billing Account page contain the fields for entering billing specific information. Each tab must be completed in order, from left to right. When the first tab is completed and saved, the second becomes available for selection.

Start with the fields on Create Billing Account page. The Billing Name is required; the rest of the information can be saved during the account creation process. If the account is saved, but not submitted, the Customer Information Management System (CIMS) Account Manager can return to CIMS multiple times to complete it.

The following tabs must be completed.

· Customer Account Number (automatically populated if the Billing Account is creation is initiated from the Create Customer Account page)

· Contact Information (name, email, and phone numbers)

· Notes (an optional tab available for entry of information that is pertinent to the account)

To create an account:

1. Click the Create Billing Account link.

2. The Create Billing Account page appears.

3. If the Customer Account Number is not displayed automatically, click the magnifier icon and select a Customer Account Number from the selection screen. The status of the customer account displays as Preliminary.

4. Click the Copy Customer Account Information check box to populate all fields except the Billing Email Address fields.

5. Click Save. An account number is assigned to the customer and the status of the customer account displays as Preliminary. The Contact Information tab becomes available for selection.

6. Enter the Contact Name and other contact information. Additional contacts can be added before leaving this tab.

7. Click Save. The Insurance Information tab becomes available for selection.

8. Select Self Insured (Yes or No). This selection determines which fields are available for entry.

NOTE: If the selected response is an ID Number is generated automatically. Insurance policy information is not necessary. If the selected response is Policy Number and Expiration Date are required.

9. Click Save. The Securities Information tab becomes available for selection. Additional insurance information can be added before leaving this tab.