---
schema_version: "1"
id: 126d202ff31b2548c8dc465d8c7b1e909156f30db46ab45ee326fef6b78f5c33
title: Create Legal Entities in Revenue Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_create_legal_entities.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_create_legal_entities.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 50ba328be7244cbe9c6f26bcf9b22265a4ffa40831b2502a8a63b9676457cfc8
description: Create legal entities to manage the billing and tax information for order products.
products:
  - Revenue Cloud
release: "264"
---
# Create Legal Entities in Revenue Management

Create legal entities to manage the billing and tax information for order products.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Advanced license or the Revenue Cloud Billing license</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d59143e75">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d59143e75 ">To create legal entities:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d59143e75 ">Billing Admin permission set</td>

          </tr>
        </tbody>
      </table>

Before you create a legal entity record, make sure that the Status field is visible on the Legal Entities page layout. If it isn't, add the field to the page layout.

1. From the App Launcher, find and select **Legal Entities**.
2. Click **New**.
3. Enter a name for the new legal entity.
4. Select **Active** as the status.
5. Enter the details as needed.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_note.png)
    
    Note
    
    To generate billing schedules with correct addresses after State and Country/Territory Picklists are enabled, edit each legal entity that already has an address. Select the country and state from the picklists, and then save the record. Country Code and State Code aren’t filled in from an address that was saved before the picklists were enabled.
    
    If Country Code and State Code are blank, the Order to Billing Schedule flow can’t be completed. Billing copies the legal entity address to the billing schedule group’s Ship From address without valid codes.
    
    See [Enable State and Country/Territory Picklists](https://help.salesforce.com/s/articleView?id=xcloud.admin_state_country_picklist_enable.htm&type=5&language=en_US).
6. If [multiple currencies](https://help.salesforce.com/s/articleView?id=sales.admin_currency.htm&language=en_US) are enabled in your Salesforce org, select a currency ISO code.
    
    If you don't select a currency ISO code, your [personal currency](https://help.salesforce.com/s/articleView?id=xcloud.admin_currency_set_personal.htm&language=en_US) is considered as the currency ISO code of the record. You can't edit the currency ISO code after a Legal Entity record is created.
7. Select an email template.
    
    Use Default Invoice Email Template or clone and customize the email template based on your business needs.
8. To send an invoice PDF document with the email, select **Attach Invoice Document to Email**.
9. Save your changes.
    
    To save the new legal entity, the status must be either Active or Inactive.