Subscription-Level Preferences
The following shipping and billing preferences can be found under the Subscription Preferences subtab.
Note: You can also specify bill to addresses at the Subscription Item level if you need to be more specific as opposed to applying a single method for the entire Subscription.
Bill To Customer
The Bill To Customer field allows you to select a different Customer than is listed on the Subscription for billing. This can be used if a third-party vendor or parent company should be billed instead.
The Bill To Customer will be listed as the Customer on the header-level of the Transaction, and the Bill To Customer’s default Billing and Shipping Address will be used (if not overwritten using the Bill To Address and/or Ship To Address fields described below).
Bill To Address - Alternate Entity
The Bill To Address - Alternate Entity field allows the Customer on the Transaction to remain the Customer listed on the Subscription Item, but sources the Billing Address from a different Entity.
- A common use case is if the Billing Address on the Subscription should be a Partner or Reseller, but the Transaction should still display the Customer at the header (addressed to) level.
Bill To Address
Address options will change depending on the Bill To Customer. By default, the Bill To Address dropdown displays addresses related to the Bill To Customer (which by default is the same Customer listed on the Subscription).
If a different Customer has been selected as the Bill To Customer, then addresses related to the Bill To Customer are displayed instead (which may be different from the Customer listed on the Subscription).
If an Entity has been selected in the Bill To Address - Alternate Entity field, then addresses related to both the Customer AND the Alternate Entity are displayed. The address labels are prefixed with ‘Cust’ or ‘Alt’ respectively.
Note: If a Bill To Address is selected, and the corresponding Bill To Customer or Bill To Address - Alternate Entity field value is cleared, the Bill To Address field will also be cleared and only the relevant Bill To Address options displayed in the dropdown.
The selected address displays as the Billing Address on the Transaction. In this example, the addresses displayed under the Bill To Address are related to the addresses on file for the Entity ‘South End Consulting’.
Subscription Item-Level Preferences
Bill To Customer (Line Override)
Bill To Customer (Line Override) allows you to select a different Customer than listed on the Subscription Item for billing.
Entering a Bill To Customer on the Subscription Item will force a separation process during the Create Transactions and Update Revenue Details processes to force grouping by the Bill To Customer values. Therefore, if multiple Subscription Items on the same Subscription have different Bill To Customers, then multiple Transactions will be created.
Note: If selecting a different Bill To Customer (Line Override), ensure it is compatible with the default Subscription Currency and Subscription Item Subsidiary.
Bill To Address - Alternate Entity
You can optionally select an Alternate Entity for billing. A common use case might be if you want the Bill To Entity (Customer on the Transaction) to remain the same but the Billing Address should be from a Partner/Reseller Address Book
Bill To Address (Line Override)
The Bill To Address (Line Override) dropdown displays addresses related to the Customer listed on the Subscription Item by default.
However, if a different Customer has been selected in the Bill To Customer (Line Override) field, then addresses related to the Bill To Customer (Line Override) are displayed instead. If an entity has been selected in the Bill To Address - Alternate Entity field, then addresses related to both the Customer AND the Alternate Entity are displayed. The address labels are prefixed with ‘Cust’ or ‘Alt’ respectively.
Note: if a Bill To Address (Line Override) is selected, and the corresponding Bill To Customer (Line Override) or Bill To Address - Alternate Entity field value is cleared, the Bill To Address (Line Override) field will also be cleared and only the relevant Bill To Address options displayed in the dropdown.
The selected address displays as the Billing Address on the Transaction.