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Case 6: Invoice owner transfers are not allowed if bill-to contacts are specified for subscriptions

Learn why invoice owner transfers are restricted when bill-to contacts are specified for subscriptions.

If you perform the following steps, you are not allowed to transfer the invoice owner because the bill-to contact is specified for the subscription:

  1. Navigate to Customers > Orders.
  2. On the Orders page, click Create New Order.
  3. In the Order Overview section, search for an account by name or account number in the Account field, and choose one account for the displayed search results.
  4. In the Associated Subscriptions section, click Amend Subscription.
  5. In the Select an existing subscription section, select the existing subscription you want to renew and click Select.
  6. On the displayed Review Order page, click More Order Actions and then click Owner Transfer in the Associated Subscriptions section.

    In the displayed subscription details window, it displays the current bill-to contact in Invoice Owner section. You can change the invoice owner by searching for and selecting an account. You can also change the bill-to contact for the selected Invoice Owner.

    You can also switch to the Terms tab to view the current bill-to contact in the Billing and Payment section.