--- title: Set up payment details for a billing account description: Set up payment details for a billing account by defining the paying party on the account and adding a payment profile. The paying party settings capture who is responsible for payment; the payment profile records how the account is paid, including the payment method. Payment profiles are stored in the Billing Account Payment Profile table. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/add-payment-profile-to-billing-account.html release: australia topic_type: task last_updated: "2026-09-10" reading_time_minutes: 2 breadcrumb: [Configuring billing accounts, Billing accounts, Customer data, Set up your environment, Configure, Customer Service Management] --- # Set up payment details for a billing account Set up payment details for a billing account by defining the paying party on the account and adding a payment profile. The paying party settings capture who is responsible for payment; the payment profile records how the account is paid, including the payment method. Payment profiles are stored in the Billing Account Payment Profile table. ## Before you begin Role required: sn\_billing\_account.crm\_b2b\_writer or sn\_billing\_account.crm\_b2c\_writer, or a role that contains them \(sn\_billing\_account.crm\_data\_manager or sn\_billing\_account.crm\_admin\). The unrestricted billing account roles \(sn\_billing\_account.writer, sn\_billing\_account.data\_manager, sn\_billing\_account.admin\) also apply. ## About this task A payment profile \[sn\_billing\_account\_payment\_profile\] table defines how a billing account is paid, including the payment method and any related payment details. Together with the paying party settings on the billing account, it captures who is responsible for payment — the account itself, a parent, or another designated billing account. Adding payment profiles helps your organization manage payment responsibility accurately across billing relationships and account hierarchies. ## Procedure 1. Navigate to **All** > **Customer Service** > **Customer** > **Billing Accounts**. 2. Select a billing account from the list. For more information on how to create a billing account record, see [Install billing account](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/install-billing-account.md). 3. On the billing account form, define the paying party for the account.
Field Definition
Paying party Identifies the party responsible for paying. The available values are: - None: No paying party is assigned. This is the default value until you select another option. - Self: The billing account pays its own charges. When you select this value, the **Paying billing account** field is set to the current account automatically. - Parent: A self-paying account higher in the billing account hierarchy pays the charges. - Designated: A billing account that you specify pays the charges. In the **Paying billing account** field, you can select any account of the same billing account type.
Paying billing account Lists accounts of the matching billing account type \(for example, Customer account\).
4. Select **New** from the Billing Account Payment Profiles related list. 5. On the form, fill in the fields.
Field Definition
Payment method Payment method for the profile. The available values are: - Invoice: The account is billed by invoice and settles against it. - Direct Debit: Payments are collected automatically by direct debit; selecting this value enables **Payment method type** and **Payment reference ID**.
Billing account Billing account that this payment profile belongs to.
Payment method type Type of payment method. The available values are Card and Bank transfer. This field is available when Payment method is Direct Debit.
Payment reference ID Reference identifier for the payment method. This field is available when Payment method is Direct Debit.
Active Indicates whether the payment profile is active. Selected by default.
6. Select **Submit** to create the billing account payment profile record.