How do I create Multiple Billing Records for Multiple Billing Contacts


1 comment

  • Rebecca Ralls

    Hi Paula,

    You might want to explore using person accounts and associating those with a company account to keep them all under the same "umbrella" if you will. But then your account level relationship is with the individual who can each have their own billing contact instead of just the business.  

    There's lots of information - pro and con - about person accounts and its worth researching carefully before deciding -- once you turn it on you can't turn it off, but it sounds to me like it might be the right structure for your use case.  


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