Handle B2B2C models
This topic provides the guidelines for managing B2B2C models using Flexible Billing Attributes, focusing on invoice display, tax calculations, and reporting queries.
If you are using the Flexible Billing Attributes for B2B2C scenarios (where accounts represent channel partners and subscriptions represent end customers):
Key Considerations:
-
Invoice UI displays the channel partner Sold To (account-level) at the header and not the end customer Sold To (subscription-level).
-
Tax calculations appropriately use the end-customer addresses (item-level) and not based on the UI display.
-
Reports and workflows must query InvoiceItem.SoldToContactId instead of Invoice.SoldToContactId.
Recommended actions:
Invoice-level reporting and workflow logic cannot rely on Sold To Contact at the header level. Instead, the Sold To Contact information at the invoice item level. This is particularly important for B2B2C models where subscriptions represent end customers and accounts represent channel partners.
-
Customize invoice templates to display Sold To at line item level, displaying each end customer's information.
-
Update reporting queries and integrations to access Sold To at invoice item level.
-
Communicate to stakeholders that invoice header displays channel partner information while tax calculations use accurate end customer addresses