Bill To and Ship To fields determine what billing and shipping information should be displayed on the Transaction form (Sales Order, Invoice or Cash Sale). There are several areas in ZoneBilling where you can define the Bill To and Ship To Customer and Addresses that appear on a Transaction. This can be defined at the Customer, Subscription, Subscription Item, or individual Charge/Line Item level.
Before you Begin
- Determine if shipping and billing information should be managed as a Customer default or as a Preference on the Subscription or Subscription Item
- Read the Charge Bill To/Ship To and Expected Behavior sections to learn how adding Billing or Shipping preferences at the Charge level will influence the outcome of the Transaction
Key Characteristics
- Shipping and Billing preferences set on the Charge Bill To/Ship To (Alternate Source) fields will override previous settings specified on the Customer, Subscription or Subscription Item
- 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