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Bill to and Sold to company names are different

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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.

 

Thanks!

1 REPLY 1
Zuora Support Moderator

Re: Bill to and Sold to company names are different

Hi csullivan,

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.

Billing.png

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: 

Billing_Settings.png

Regards,
Yong Xiang | yxiang@zuora.com
Application Support Engineer | Zuora Inc.


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