Accounts

Billing Central uses the Salesforce Accounts object to record the details of the accounts associated with contracts and billing documents. In addition, Billing Central adds several 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 Using Avalara AvaTax. 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.

Notes:

When merging accounts, make sure that account credit terms are set on only one of the accounts otherwise an error will be displayed.

If the account to be replaced is used by a billing contract or billing document, an error will state that the account cannot be deleted because it is in use by Billing Central. You will need to enable the field Allow Deletion of Account in Use in the Billing Central Settings custom setting.