Account Creation & Billing Relationship

Account Creation & Billing Relationship

Product: i2i Core OSS/BSS
Company: i2i Tech Services Private Limited

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Purpose

Accounts represent the commercial and billing container under a customer. Accounts are used to group services, define billing ownership, and enforce policies such as billing cycle, credit controls, and operational constraints.

When to Create a New Account

• Separate billing relationship required (different GST/tax entity, cycle, or payer).
• Multi-site enterprise requiring separate service grouping and reporting.
• Partner/reseller models where settlement and ownership boundaries differ.

Key Attributes

• Billing owner and invoicing details
• Billing cycle / effective dates
• Payment terms / credit policy (if applicable)
• Account status (active/suspended/closed)

Workflow

1. Select the correct customer → Create Account
2. Set billing ownership & cycle
3. Validate address/tax/compliance data (if used)
4. Save → Confirm account readiness for service attachment

Validation & Safety

• Do not attach services to incorrect account; ownership impacts billing and reporting.
• Do not change billing cycle/effective date without approvals.
• Account closure must ensure services are terminated/archived per policy.

Downstream Impact

• Billing: invoice generation, adjustments, and ledger grouping.
• Service: services inherit account ownership and constraints.
• Reporting: KPIs roll up by account/customer hierarchy.

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Screenshots

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