Adding Billing Accounts

To add a billing account to a customer account:

1. Go to Business Operations > Customers > click a specific account.
2. Click Show All Billing Accounts in the Billing Account Summary section
3. Find the contact you want to add a new billing account for and click Add Billing Account to Primary Contact.
4. Select the type of billing account you want to add for this customer.
5. Fill out the details section according to the type of billing account you chose in Step 4 above.
6. Click Save Billing Account.