Invoice Billing and Shipping Addresses

When you create an Invoice in Maxio, whether through Adding an Invoice, Adding Several Transactions, or Order Processing, the Billing address (Bill To) and Shipping address (Ship To) are each set independently, using this logic for that address type:

1. If an address is manually entered on the Invoice itself, that address is used.
2. Otherwise, Maxio looks at the Contract Billing Profile. If it has data for that address type, that address is used.
3. Otherwise, Maxio falls back to the Customer Billing Profile for that address type.

Because Billing and Shipping are resolved separately, a Contract Billing Profile that carries only one of the two -- for example, a Ship To address but no Bill To address -- doesn't block the fallback for the other. In that case, the Bill To address still falls through to the Customer Billing Profile even though a Contract Billing Profile record exists: the fallback depends on whether that specific address type has data, not on whether a Contract Billing Profile exists at all.

Maxio applies this same logic everywhere an Invoice's address is rendered, including e-Bill landing pages and PDFs and customer statements. Those surfaces can't disagree with the Invoice detail page about which address applies.

This logic applies only to the Billing and Shipping addresses populated on the Invoice, not to which address is used for taxation purposes.

Related information

For how to set the Contract-level address this logic can inherit from, see Set a Contract-level Billing Profile.

For which address is used for taxation purposes instead, see the AvaTax address hierarchy.

For the full list of Invoice fields, including Address Data, see Invoice Field Glossary.