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How does sold to and bill to contact work for Person Accounts?

How does sold to and bill to contact work for Person Accounts?






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Zuora Support

Re: How does sold to and bill to contact work for Person Accounts?

While creating a quote for person account type record, the Bill-to and Sold-to contact lookup for a person account lists the account as the contact choice.

 

Please note, when using person accounts in Zuora CPQ, the address information for Bill-to and Sold-to contacts is determined by the Mailing Address field, instead of the Billing Address, Shipping Address, or Other Address fields, all of which are standard fields on the Person Account object in Salesforce.

 

 

Related KC article: https://knowledgecenter.zuora.com/CA_Commerce/A_Zuora_CPQ/C_More_About_Zuora_for_Salesforce/I_Handli...






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