PolicyCenter billing account to BillingCenter properties mapping

The following table shows the mapping between account properties in PolicyCenter and BillingCenter. In some cases, BillingCenter sets properties to default values. You can edit these properties in BillingCenter. The table also shows which application is the system of record for each property.

Business property	System of record	BillingCenter Account entity properties	PolicyCenter Account entity properties
The account number that serves as the unique ID for mapping between the applications.	PolicyCenter	`AccountNumber`	`AccountNumber`
Account name. Policy Center uses different properties on the account holder entity for the name of a person or a company.	PolicyCenter	`AccountName`	For an account holder that is a company, `AccountHolderContact.Name`. For a person, `AccountHolderContact. FirstName` and `AccountHolderContact.LastName`.
Service tier for the account.	PolicyCenter	`ServiceTier`	`ServiceTier`
Billing plan for the account. BillingCenter has default values.	BillingCenter	`BillingPlan`	Not applicable
Meaning of the bill date. Optional in BillingCenter. Defaults to `DueDateBilling`.	BillingCenter	`BillDateOrDueDateBilling`	Not applicable
Invoice frequency, basis, and due day. Optional in BillingCenter. Defaults to monthly invoicing with a due day of `15`.	BillingCenter	`InvoiceDayOfMonth`, `InvoiceDayOfWeek`, `FirstTwicePerMonthInvoiceDayOfMonth`, `SecondTwicePerMonthInvoiceDayOfMonth`	Not applicable
Billing level for the account.	BillingCenter	BillingLevel	Not applicable
Delinquency plan. Defaults in BillingCenter.	BillingCenter	`DelinquencyPlan`	Not applicable
Invoice delivery types. Optional in BillingCenter. Defaults to `Mail`.	BillingCenter	`InvoiceDeliveryType`	Not applicable
Payment method. Optional in BillingCenter.	BillingCenter	`DefaultPaymentInstrument. PaymentMethod`	Not applicable
Primary payer. If `BillingContact` exists, use `BillingContact`. Otherwise, use `AccountHolder`.	BillingCenter	From the `Contacts` array, the `AccountContact` that has its `PrimaryPayer` property set to `true`	In priority order, from the `AccountContacts` array, the `AccountContact` that has in its `Roles` array an `AccountContactRole` with a subtype of: `BillingContact` `AccountHolder`
Account holder. In the base configuration of PolicyCenter, each account has only one account holder.	PolicyCenter	From the `Contacts` array, the `AccountContact` that has in its `Roles` array an `AccountContactRole` with the `Role` property set to `AccountRole.Insured`	From the `AccountContacts` array, the `AccountContact` that has in its `Roles` array an `AccountContactRole` with a subtype of `AccountHolder`
Billing contact	BillingCenter	From the `Contacts` array, the `AccountContact` that has in its `Roles` array an `AccountContactRole` with the `Role` property set to `AccountRole. AccountsPayable`	From the `AccountContacts` array, the `AccountContact` that has in its `Roles` array an `AccountContactRole` with a subtype of `BillingContact`