Billing Account

Understanding Billing Account
A billing account is a NetSuite record used to show all billing information for a customer. Subscriptions require a billing account. A billing account lets you consolidate or split charges associated with subscriptions, giving you the ability to provide a single, consolidated invoice for multiple subscriptions. A billing account includes billing schedule information, payment terms, bill-to address, and currency.

A customer can have more than one billing account. If you have multiple billing accounts for a customer, the billing account marked as customer default is used when creating transactions, for example, a new invoice or new subscription. For more information, see Working with Billing Accounts.

Overview

The Billing Account data flows enable you to automate the process of importing billing account record from Salesforce to NetSuite and to import billing record created in NetSuite from NetSuite to Salesforce. 

The Billing Account section comprises of 2 real-time flows and associated advanced settings. By default, both the real-time flow support add and update operation. Use the following steps to remove add or update operation from a flow:

1. Click the Settings icon against the integration flow.
   
2. Uncheck the Create or Update checkbox. 
   Note: The unchecked information will not be transferred when you execute the flow.
   
3. Click Save.

The Billing Account section consists of the following flows:

• NetSuite to Salesforce: The following flow can be used to add or update the billing account information from NetSuite to Salesforce.
  • NetSuite Billing Account to Salesforce Billing Account
    Whenever a billing account is created or modified in NetSuite, this real-time flow gets triggered automatically and transfers the billing account record from NetSuite to Salesforce. The following screen displays the procedure for creating a billing account record in NetSuite:
    
• Salesforce to NetSuite: The following flow can be used to add or update the billing account information from Salesforce to NetSuite.
  • Salesforce Billing Account to NetSuite Billing Account
    Whenever a billing account is created or modified in Salesforce, this real-time flow gets triggered automatically and transfers the billing account record from Salesforce to NetSuite.
    The following screen displays the procedure for creating a billing account record in Salesforce:
    

Steps depicting the NetSuite Billing Account to Salesforce Billing Account Add flow run

1. In Salesforce - SuiteBilling Connector, go to Data Flows > Billing Account and click on On/Off button against the flow.
2. In Advanced setting make necessary changes as per your requirement.
   
3. Login to your NetSuite account and create a billing schedule.
   
4. Once the billing account is created in NetSuite, the Salesforce - SuiteBilling Connector automatically triggers this flow to import the information from NetSuite to Salesforce.
   
5. Once the flow runs successfully, you can access the billing record directly in the Billing Account box by opening the Account record in Salesforce:
   
   Or you can access the Billing Account record as displayed in the following image:
   
6. Open the record to match the same information that has been imported from NetSuite.
   

Steps depicting the Salesforce Billing Account to NetSuite Billing Account Add flow run

1. In Salesforce - SuiteBilling Connector, go to Data Flows > Billing Account and click the On/Off button against the flow.
2. In Advanced setting make necessary changes as per your requirement.
   
3. Login to your Salesforce account and create a billing account.
   
4. Once the billing account is created in Salesforce, the Salesforce - SuiteBilling Connector automatically triggers this flow to import the information from Salesforce to NetSuite.
   
5. Once the flow runs successfully, you can access the Billing Account record in your NetSuite account.
6. Open the record to match the same information that has been imported from Salesforce.
   

Advanced Settings

• Only sync default Billing Account
  Enable this setting to only sync Billing Account marked as ‘customer default’ in NetSuite to Salesforce.
• Sync inactive Billing Accounts
  Enable this setting to only sync Billing Account marked as ‘Inactive’ in NetSuite to Salesforce.
• Sync Billing Account only with NetSuite Subscription
  Enable this setting to sync Billing Accounts from NetSuite to Salesforce along with NetSuite Subscription only. If unchecked Billing Accounts will be synced from NetSuite to Salesforce when they are created or updated.
• Automatically sync Billing Account from Salesforce to NetSuite
  Enable this setting to sync Billing Accounts from Salesforce to NetSuite automatically when they are created or updated. If unchecked, Billing Accounts will be synced from Salesforce to NetSuite when triggered using the sync button in Salesforce.