The Contact Details and Contact Types associated with an account are displayed in the Account Overview. You can access and revise a contact's details and contact type from this screen.
- Contact Details: Includes the name, address, email, phone numbers, locality and company for the contact.
- Contact Type: This lists the function(s) to which the contact is assigned. The following types of contacts are possible:
- Account Contact: This is the account holder's information and is configured when creating the account.
- Billing Contact: This is the name and address associated with the Payment Method on the account.
- Destination Contact for Services: This contact is defined when configuring a service for a plan purchased by an account, and can be used for tax calculations with the Avalara, Sovos, and Vertex O Series tax engines. This means that the taxes for a service or inventory item can be calculated based on your specified destination contact. Please see this use case for an example of how you can have taxes calculated based on a destination contact.
Alternatively, if you use any of the 3 tax engines mentioned above, taxes can be calculated based on your specified service location. - Destination Contact for Orders: This designation indicates that a contact has been used as the Destination Contact for a non-subscription offering that has been invoiced. Note that this contact type cannot be changed since the invoicing has already occurred and this contact was included as the Destination Contact.
- Statement Contact: This the statement contact associated with the billing group to which the selected Master Plan Instance belongs.