How do I create Multiple Billing Records for Multiple Billing Contacts

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Paula Jarvis

• June 22, 2021 15:15

We have a situation where we sell to different people at one Account and the invoice needs to go to those individuals versus the Billing Contact on the Account in Salesforce. In some cases these invoices are confidential. Has anyone else encountered this and solved for it? 

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  Rebecca Ralls

  • June 22, 2021 20:48

  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.  

  -R

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