Billspree

What is a billing account

A billing account is used to organize a customer’s subscriptions for billing. In Billspree, billing accounts are created and managed from the customer profile. A customer can have one or more billing accounts, and each subscription can be linked to a billing account when the subscription is created. If multiple subscriptions belong to the same billing account, they can be treated together for billing. If subscriptions need to be billed separately, create separate billing accounts and assign each subscription to the required account. Real-world example A customer may have multiple services:

Electricity subscription
Water subscription
Gas subscription

If these subscriptions are assigned to the same billing account, they can be billed together. If each service needs its own bill, create a separate billing account for each service.

Single vs. Composite Billing Accounts

When creating a billing account, you choose its Type from a dropdown — this determines how the final bill is built from the subscriptions linked to the account. The difference is not how many subscriptions the account holds — either type can hold several. It is whether those subscriptions share a Plan, because that decides how much of them can be summed into the bill’s totals. Single — every subscription in the account is on the same Plan. They therefore carry the same Values and Components and run the same billing rules; only their Subscription Properties differ, so a rule’s conditions decide which branch fires and the amounts come out different per subscription. Because the vocabulary is identical across all of them, every component sums through — custom and predefined alike. If the Plan defines ten components, all ten arrive in the bill’s totals and the account’s Pricing Module can write rules against any of them. Composite — the subscriptions sit on different Plans, which may belong to different Pricing Contexts. Those contexts can define entirely different custom components, under different names and in different numbers, so there is no general way to add them together. Only the eight predefined components — Subtotal, Late Payment, Net Total, and Tax 1–5 — exist on every Pricing Context, so those are the only ones a composite bill’s totals can be built from. Each subscription becomes one line item, and the totals come only from that shared set.

This is why those eight components are compulsory on every Pricing Context. They aren’t there for validation tidiness — they are the shared vocabulary that makes a consolidated bill possible at all. All five Tax components exist on every context whether or not they were surfaced, which is what keeps the sum safe: a context using no taxes simply contributes zero rather than being missing a component. See Component Rules and Constraints.

Both types carry their own Pricing Module. Some rules have to run against the summed total rather than per subscription — Late Payment being the clearest case, since an unpaid combined bill should attract one surcharge on the whole outstanding balance, not a separate one per subscription that then gets added up. On a Single account that module is the same Plan its subscriptions are on, so the full component set is available to it. On a Composite account it can only work with the eight predefined components. See What a Bill Term Contains for how the two sections of a bill run produce this.

Billing account setup

Billing accounts are created from the customer details screen.

1. Open customer details

Go to the customer record and open the customer details page. From the customer details page, click the Billing Accounts tab.

2. View billing accounts

The Billing Accounts tab shows all billing accounts linked with the selected customer. The table displays:

Column	Description
Account ID	Unique ID of the billing account
Account Label	Name or label of the billing account
Pricing Module	The account-level Pricing Module used to calculate the bill’s totals (such as Late Payment) against the summed subscription values. Every billing account has one.
Billing Group	The Billing Group this account is billed within
Billing Period ID	Billing period linked with the billing account

Click any billing account row to view the subscriptions inside that account.

3. View subscriptions inside an account

When you click a billing account row, a drawer opens from the side. This drawer shows all subscriptions linked with the selected account. The subscription list includes:

Column	Description
Subscription	Subscription number
Customer	Customer number
Customer Name	Customer name
Pricing Context	Service Pricing Context
Pricing Module	Pricing Module code
Billing Group	Billing Group code
Date	Subscription date
Status	Subscription status
Account	Subscription account ID
Billing Account	Account label

Create a billing account

1. Click Create New

From the Billing Accounts tab, click Create New. This opens the Create Billing Account drawer.

2. Add a new account row

Click Add Row to add a new billing account. Each new account row contains:

Field	Required	Description
Account Label	Optional	A readable name for the billing account, for example `Promo Account`
Type	Required	Single — all subscriptions on the same Plan, so every component sums into the bill’s totals. Composite — subscriptions on different Plans, so only the eight predefined components (Subtotal, LP, Net Total, Tax 1–5) can be summed. Neither type is limited to one subscription. See Single vs. Composite Billing Accounts above.
Pricing Module	Required	The account-level Pricing Module, which calculates the bill’s totals from the summed subscription values — most commonly Late Payment, applied once against the combined outstanding balance. On a Single account this is the same Plan its subscriptions are on.

You can add multiple rows before saving. To remove a row, click Remove.

3. Save billing accounts

After adding the required account rows, click Save. If the account is saved successfully, the system shows:

Billing accounts saved successfully!
Ledger accounts created: Subtotal, Late Payment, Tax1, Tax2, Tax3, Tax4, Tax5.

Account settlements

The Settlements feature provides a consolidated, quick-access view of all financial accounts associated with a customer’s billing accounts. This allows you to easily check balances and payment priorities without navigating away from the customer profile.

1. Access settlements

From the Billing Accounts tab, click the green Settlements button located at the top right, next to the Create New button.

A right-hand side drawer titled Account Settlements slides into view.

2. View settlements

When you open the drawer, the system automatically identifies all active billing accounts for the current customer and fetches real-time financial details for the linked accounts.

A loading spinner displays while the system retrieves details from the Accountancy module.

Once loaded, the drawer displays a tabular list of all retrieved accounts with the following columns:

Column	Description
Group Label	The name or label of the billing account the financial account belongs to
Account #	The unique identification number of the financial account
Title	The name or title of the financial account
Payment Priority	The designated priority level for payments against this account
Balance	The current monetary balance of the account

If no financial accounts are linked, you will see a “No accounts found for the current billing accounts” message instead of the table.

Every row in the settlements table is interactive. Click on a specific account row to automatically open the detailed accountancy view for that account in a new browser tab. This allows you to drill down into the account’s ledger and transaction history without losing your place on the customer details page.

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Billing Account

What is a billing account

Single vs. Composite Billing Accounts