Bill To and Sold To Contacts

The Bill To and Sold To contact can be the same or a different person/entity. The contact record contains information that you will need to keep and use for billing. Unlike a business card in your Rolodex, a contact is linked to a customer account.

• The Bill To contact is the person that you would like to bill or send the invoice to.
• The Sold To contact is person that you have sold your product or services to. This person can be the same as the Bill To contact.

You do not have to create a separate contact for your Sold To contact if the person that you sold to is also the person that you are billing. You can simply use one contact and specify it to be both the Bill To and the Sold To contact.