---
schema_version: "1"
id: cc2f62d17c48e0f827eed664997ded4929334bf2931e2a9475f036ec49a279cd
title: Create Billing Profiles
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_billing_profiles_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_billing_profiles_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d27f723d549c880b2af53461b4a6a2e76970b6749fbeaa6adb7d60a2e1c00cc3
description: Cater to your customers' billing preferences and business needs by creating billing profiles for their accounts. Define multiple billing profiles for an account to manage diverse billing needs, each with its own billing details, payment terms, and contacts. Set a default billing profile for accounts to easily access your customers' preferred billing day of the month, billing address, billing contact, and other details. With billing profiles, sales representatives no longer need to enter this information for each transaction, saving time and effort.
products:
  - Revenue Cloud
release: "264"
---
# Create Billing Profiles

Cater to your customers' billing preferences and business needs by creating billing profiles for their accounts. Define multiple billing profiles for an account to manage diverse billing needs, each with its own billing details, payment terms, and contacts. Set a default billing profile for accounts to easily access your customers' preferred billing day of the month, billing address, billing contact, and other details. With billing profiles, sales representatives no longer need to enter this information for each transaction, saving time and effort.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Advanced license or the Revenue Cloud Billing license</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d30837e72">User Permissions Needed</th>
          </tr>
        </thead>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d30837e72 ">To create billing profiles:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d30837e72 ">
              <p>You must have ONE of these permission sets:</p>
              <ul>
                <li>Billing Admin</li>

                <li>Billing Operations User</li>

                <li>Payment Admin</li>

                <li>Payment Operations User</li>

                <li>Credit Memo Operations User</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

Each billing profile corresponds to a billing account record.

1. From the App Launcher, find and select **Billing**.
2. From the navigation bar, click **Accounts** and open the account for which you want to create a billing profile.
3. In the Billing Profile section, click **New**.
4. In the Information section, enter these details.
    1. Enter a name for the billing account.
    2. The account is autopopulated. You can select a different account for the billing account.
    3. To set the billing account as the default billing profile for the account, select **Default Billing Profile**.
        
        You can set only one default billing profile for an account.
5. In the Address section, enter the primary billing address and shipping address.
6. In the Billing Information section, enter these details.
    1. Enter a bill day of the month and select a contact for billing.
        
        When a billing schedule is generated from any transaction, the bill day of month comes from the billing profile. When a billing schedule is generated from an order, the bill day of month is determined by the period boundary set on the order item.
    2. Select the payment terms.
    3. Select **Skip Automatic Payment** to disable the automatic processing of payments.
        
        You can also view the saved payment methods associated with the selected account.
7. In the Email Information section, enter these details.
    1. Select an email template.
        
        Use Default Invoice Email Template or clone and customize the email template based on your business needs.
    2. To send an invoice PDF document with the email, select **Attach Invoice Document to Email**.
8. Save your changes.

When processing a transaction, Billing follows the behavior mentioned in this table to determine which values to use.

 
| Scenario | Behavior |
| --- | --- |
| Transaction record has the required values. | The values of the transaction are used. |
| Transaction record doesn't have the required values but is associated with a billing profile. | The values of the associated billing account are used. |
| Transaction record doesn't have the required values and isn't associated with a billing profile. | The values of the account's default billing profile are used. |
| Transaction record doesn't have the required values, isn't associated with a billing profile, and the account doesn't have a default billing profile. | The org default values are used. |

Optionally, to pass the billing profile field to a transaction, complete these steps.

- Create a [custom lookup relationship field](https://help.salesforce.com/s/articleView?language=en_US&id=platform.adding_fields.htm&type=5) on the order object, and associate it to the billing account object.
- In the [extended BillingContext context definition](https://help.salesforce.com/s/articleView?id=ind.billing_set_up_context_definition.htm&release=264.0.0&type=5 "The Create Billing Schedules for Orders API uses Context Service to hydrate the data of orders to create billing schedules. Before using this API, select a context definition and its mapping that you want the API to use."), map the out-of-the-box billing profile context tag to this custom lookup field.

Keep these considerations in mind when creating billing profiles.

- On Account record pages in the Billing app, the Billing Profile related list on the Billing Profile tab has been updated in Winter ’26. It now displays Billing Accounts records, replacing the Account Billing Accounts records shown in Summer ’25. If you have customized the Account record pages, this change is not automatically applied during the upgrade. You will consequently encounter an error and the related list will be missing. To fix this issue, [edit the customized Account record page](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_customize_lex_pages.htm&language=en_US) to remove the old Account Billing Accounts related list and add the new Billing Accounts related list instead.
- Updating an account’s billing profile doesn’t affect the existing billing schedules.