Summary
Sometimes a company will change its billing account. For instance, it might take on a TPA to manage all of its non-Workers' Comp occupational health expenses. If so, you need to create a new account and associate it with the company. Do NOT simply change the information in the existing account. If you do, as far as the program is concerned, it will still be the same billing account, and the entire history of invoices and payments will remain attached to it.
Instead, you need to create a new billing account record and attach that to the company. The old company billing account will still exist with its history. It will still be liable for outstanding invoices, and when you receive payments, it will still be there for applying those payments. However, all activity invoiced from this point on will go to the new account.
Steps to Change a Company Billing Account
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Locate and open the company record.
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On the [Enter Company] window, click blue table icon beside the Employer Services Billing Account field in the upper right to display the billing account.
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Click Cancel to pull up a list of all billing accounts.
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Search for the new billing account.
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If the new billing account for the company is on the list, simply select it.
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If it is not on the list, click Add, enter it, then select it.
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When you return to the [Enter Company] window you will see the code for the new billing account in the Employer Services Billing Account field.
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Close the company record.