Bill-To information is filled out on a case invoice as follows:
The address on the invoice always comes from the Billing Address on the Account.
The name that is added on the invoice is what is pulled from the different roles.
First, we are looking for a Bill-to Person role on the case.
If there isn't a Bill-to Person on the case, we are next looking for a Claims Examiner.
If there isn't a Claims Examiner on the case either, we are looking at the Bill-to Person role on the Account.
Note: If there are multiple Bill-to or Claims Examiner contacts, the most recently added/created contact is the one used.
This can result in having different bill-to people on the different claims and case invoices created.
The information used from the contact on the case or on the account is First and Last Name, Prefix, and Suffix.