BillingAccount

Represents the customer’s billing controls in the backend system. Used to set up and maintain details such as bill frequency, bill format, and autopay details. This object is available in API version 67.0 and later.

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

This object is available with either CMERLMB2CAddOn license and Consumer Sales User permission set or CMERLMB2BAddOn license and CME Sales Features permission set.

• Type: int
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The number of bill copies per month requested by the customer.

• Type: email
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Email address to use for email delivery of bills.

• Type: multipicklist

• Properties: Create, Filter, Nillable, Update

• Description: Specifies the preferred method of communications to the contacts in this account such as mail, email or phone.

• Possible values:

  • Email
  • Phone
  • SMS

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The credit rating of the customer.

• Type: int
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The credit score of the customer.

• Type: picklist

• Properties: Create, Filter, Group, Nillable, Sort, Update

• Description: Speficies the grouping of accounts by attributes such as residential, small or medium businesses etc. Used to drive accounting processes, business logic, and validation rules.

• Possible values:

  • Commercial
  • Industrial
  • Retail
  • Small Scale

• Type: picklist

• Properties: Create, Filter, Group, Nillable, Sort, Update

• Description: Specifies the grouping that controls when a bill is produced.

• Possible values:

  • Annual
  • Monthly
  • Quarterly

• Type: picklist

• Properties: Create, Filter, Group, Nillable, Sort, Update

• Description: Specifies the chosen method to receive bills.

• Possible values:

  • EBill
  • Paper
  • SMS

• Type: picklist

• Properties: Create, Filter, Group, Nillable, Sort, Update

• Description: Specifies the format of the bill that the customer receives, such as a detailed or a summary bill.

• Possible values:

  • Detailed Statement
  • Group Bill
  • Summary Bill

• Type: picklist

• Properties: Create, Filter, Group, Nillable, Sort, Update

• Description: Specifies the the frequency at which bills are generated such as Monthly, Quarterly or Weekly.

• Possible values:

  • Monthly
  • Quarterly
  • Weekly

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The external identifier for the billing system.

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date until which the tax exemption is valid.

• Type: percent
• Properties: Create, Filter, Nillable, Sort, Update
• Description: Tax exemption percentage the account is eligible for.

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date from which the tax exemption is valid.

• Type: picklist

• Properties: Create, Filter, Group, Nillable, Sort, Update

• Description: Specifies the type of tax exemption the account is eligible for.

• Possible values:

  • Energy Tax Incentives
  • Lower Income Group

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The external tax identifier number for this customer.

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates whether the customer has opted for automatic payment.
• Default value: false

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates whether billing is suspended on this customer’s account.
• Default value: false

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The date when the Billing Account was last referenced.

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The date when the Billing Account was last viewed.

• Type: string
• Properties: Create, Filter, Group, idLookup, Sort, Update
• Description: The name of the Billing Account.

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: The Owner associated with the Billing Account. This field is a polymorphic relationship field.
• Relationship Name: Owner
• Refers To: Group, User

• Type: address
• Properties: Filter, Nillable
• Description: Address to which bills are to be sent.

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: City to which bills are to be sent.

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Country to which bills are to be sent.

• Type: picklist

• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

• Description: Geo Code to which bills are to be sent.

• Possible values:

  • Address
  • Block
  • City
  • County
  • ExtendedZip—Extended Zip
  • NearAddress—Near Address
  • Neighborhood
  • State
  • Street
  • Unknown
  • Zip

• Type: double
• Properties: Create, Filter, Nillable, Sort, Update
• Description: Latitude of the address to which bills are to be sent.

• Type: double
• Properties: Create, Filter, Nillable, Sort, Update
• Description: Longitude of the address to which bills are to be sent.

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Postal code to which bills are to be sent.

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: State to which bills are to be sent.

• Type: textarea
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Street to which bills are to be sent.

• Type: picklist

• Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

• Description: Specifies the status of the customer billing account.

• Default value: Active

• Possible values:

  • Active
  • Inactive
  • Suspended

• Type: address
• Properties: Filter, Nillable
• Description: The alternative address if the bill should not be sent to the customer’s primary address.

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The alternative city if the bill should not be sent to the customer’s primary address.

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The alternative country if the bill should not be sent to the customer’s primary address.

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The end date when the alternate billing address should be used.

• Type: picklist

• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

• Description: The geo code of the address when the alternate billing address should be used.

• Possible values:

  • Address
  • Block
  • City
  • County
  • ExtendedZip—Extended Zip
  • NearAddress—Near Address
  • Neighborhood
  • State
  • Street
  • Unknown
  • Zip

• Type: double
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The latitude of the address when the alternate billing address should be used.

• Type: double
• Properties: Create, Filter, Nillable, Sort, Update
• Description: The longitude of the address when the alternate billing address should be used.

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The postal code when the alternate billing address should be used.

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The start date when the alternate billing address should be used.

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The state when the alternate billing address should be used.

• Type: textarea
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The street when the alternate billing address should be used.

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Fields on Standard Objects

Standard Objects

AccountBillingAccount

BillingAccount

BillingAccountContact

CartItemAttribute

CartItemRelationship

OrderItemRecipient

ProductRelationshipRule

QuoteLineItemRecipient

QuoteRecipientGroup

QuoteRecipientGroupMember

Associated Objects

Platform Event Objects

REST Reference

Invocable Actions

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