Billing Account Related Records and Address Selection

On a billing account, the Related Records tab provides access to associated subscription records, charge records, and billing schedules. Bill-To Select controls the billing address for invoices, cash sales, and credit memos, while Ship-to Select controls the shipping address. When either selection is blank, NetSuite uses the customer record’s default corresponding address.

How do you view records related to a billing account?

Open the Billing Account page and click the Related Records tab. This tab provides access to records related to that billing account, including subscription records, charge records, and billing schedules.

Use this tab when the billing account is the starting point for reviewing the subscriptions, charges, or schedules associated with that account. The documented navigation is limited to the Billing Account page and its Related Records tab.

How does Bill-To Select determine the billing address?

The billing account’s Bill-To Select list sets the billing address used for the account’s invoices, cash sales, and credit memos. A billing address can be changed on the billing account when needed.

If no billing address is selected in Bill-To Select, the default billing address on the customer record is used. This makes the selection on the billing account important when reviewing which address will be used for those transaction types.

For related reading, see tax compliance and reporting.

What happens when multiple subscriptions use one billing account?

Customers with multiple subscriptions on the same billing account receive one invoice based on the billing account’s schedule. Review the billing account’s related subscription records and billing schedules together when confirming that multiple subscriptions are associated with the same account.

The source material describes one invoice for multiple subscriptions on the same billing account; it does not describe separate invoices for those subscriptions under that account.

How does Ship-to Select determine the shipping address?

The Ship-to Select list sets the shipping address. If no shipping address is selected, the default shipping address on the customer record is used.

The billing and shipping selections serve different purposes:

When checking a billing account, review Bill-To Select and Ship-to Select independently. A blank selection has a documented default from the customer record, while a selected address determines the applicable billing or shipping address described above.

For related reading, see Close Manager AI Insights.

Who This Affects

• Users reviewing subscription records, charge records, or billing schedules from a billing account
• Users responsible for billing account address selections
• Users working with invoices, cash sales, and credit memos associated with billing accounts
• Users reviewing customers with multiple subscriptions on one billing account

Key Takeaways

• Access subscription records, charge records, and billing schedules from the billing account’s Related Records tab.
• Bill-To Select sets the billing address for invoices, cash sales, and credit memos.
• If Bill-To Select is blank, the default billing address on the customer record is used.
• Multiple subscriptions on one billing account result in one invoice based on the billing account’s schedule.
• Ship-to Select sets the shipping address; when blank, the default shipping address on the customer record is used.