Select Default Billing Treatment, Tax Treatment, and Legal Entity

If there's no billing policy specified for order products, the default billing treatment defines how those order products are billed. The default tax treatment is used with all order products unless overriden on specific order products or tax policies. The default legal entity is used with quotes and orders to calculate taxes unless overriden for specific quotes and orders.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Advanced license or the Revenue Cloud Billing license

User Permissions Needed
To select default records:	Billing Admin permission set

Before you select the default records that'll be used for your Salesforce org, make sure that you complete these prerequisite steps:

Before you select a default billing treatment and a default legal entity, your billing operations user must create the required billing records and the required Legal Entity records.
Before you select a default tax treatment, your tax admin must create the required tax records.

From Setup, find and select Billing Settings.
Go to the Billing Defaults section, and select the default billing treatment, tax treatment, and legal entity.

Your changes are saved as soon as you select the default records.