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Accounts

FinancialForce Billing Central, uses the Salesforce Accounts object to record the details of the accounts associated with contracts and billing documents. In addition, FinancialForce Billing Central adds a number of buttons and fields to the Accounts object to enable you to enter the shipping and billing addresses for tax calculation purposes. You can validate these addresses using the Avalara Avatax tax calculation service. See Setting up Tax Calculation. For more information about the Accounts object, see the Salesforce Help.

You can specify a parent or head office account as the billing account. This enables you to send invoices for subsidiary accounts to a head office account. If you enter a Billing Account on an account, the billing address of the parent Billing Account appears on invoice billing documents belonging to that account.

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Related Tasks

Validating Addresses for Sales and Use Tax Calculation

Creating Billing Contacts

Reference

Account Fields

Contact Fields

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