# 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

*Screenshots not yet added.*