Bill to and Sold to company names are different
How do I enter in a company name for the bill to, and a different one for the sold to? As in when a company has a buyer or a reseller is involved?
I want the account name to represent the customer, not the bill to.
Re: Bill to and Sold to company names are different
You can definitely set bill to and sold to to different contacts. Please check the below screenshot. You can add a new contact, click the edit button on the account page to change the bill to / sold to contact.
As company is not a ootb filed of either Account or Contact, if needed, you can add a new custom field on object Account or Contact. They are under billing setting. Here is the screenshot:
Yong Xiang | email@example.com
Application Support Engineer | Zuora Inc.
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