Configure sold-to contacts for e-invoicing

The sold-to contact in a billing document holds the buyer's information in addition to the account e-invoicing profile. The sold-to contact of a billing document is used by the E-Invoicing feature in the following ways:

• The country of the sold-to contact is used to look up a business region and its associated service provider when billing documents are posted.
• The address information of the sold-to contact is included in the e-invoice file templates as the buyer’s information. It’s included in the request payload when sending electronic billing documents.

When determining a business region during the posting of billing documents, the following logic is applied:

• If a snapshot of the sold-to contact exists, it is used.
• If no snapshot exists, the sold-to contact is used if available.

• If neither of the above conditions is met, the default sold-to contact of the billing account is used.

During e-invoicing file template mapping, it’s recommended to include the buyer’s information in the template with the following logic:

• For invoices, the buyer's information is determined as follows:
  • If a sold-to contact snapshot exists for the invoice, it is used.
  • If not, the sold-to contact of the invoice is used if available.
  • If neither of the above is available, the default sold-to contact of the billing account is used.
• For credit memos and debit memos, the buyer's information is determined as follows:
  • If a sold-to contact snapshot exists for the original invoice, it is used.
  • If not, the sold-to contact snapshot of the credit memo or debit memo is used if available.
  • If neither of the above is available, the default sold-to contact of the billing account is used.

You have the flexibility to configure sold-to contacts at the account level or subscription level:

• If you do not specify any sold-to contact for a subscription, the billing documents generated for the subscription adopt the default bill-to contact of the corresponding customer account. Sold-to contact snapshot exists when you enable the billing rule Preserve snapshot of bill-to and sold-to contacts when billing documents are posted.
• If you specify a sold-to contact for a subscription, the billing documents generated for the subscription have the sold-to contact on the billing document item level. The E-Invoicing feature doesn't support looking up a business region and its associated service provider based on the country of sold-to contact at the billing document level.

The following table lists the contact-related fields involved in e-invoicing business. This table includes the general settings for countries that are not pre-integrated. For settings of the pre-integrated countries, see Manage country-specific configurations.