The Shipping information tab of a membership order allows you to manage the bill-to & ship-to customer information. As it pertains to membership, the Bill-to Customer is the constituent or entity that is financially responsible for paying dues. In some cases, this may be a practice record or practice owner. The Ship-to Customer reflects the constituent who receives the membership benefits.
To manage shipping information for a membership order:
- From the Order Entry screen, click the 'Step 2: Shipping Information' tab at the top of the window. The Shipping Address & Billing Address sections display on the Order Entry screen.
- From the Shipping Address section, use the following hyperlinks to manage the order information.
- Click the Change Ship-to Address hyperlink to display the Address Chooser to select a different ship-to address of the order or create a new address.
- Click the Change Ship-to Customer hyperlink to display the Customer Chooser. Search for and select a different ship-to-customer for the membership.
Note: DO NOT change the Ship-to Customer on an Affiliate Membership order; AOA and affiliate memberships are not transferable between constituents.
- Click the Create One-Time Address hyperlink to display the Add/Edit Address screen in Personify to add a one-time address to the order.
- Use the Change/View Employer hyperlink to modify the employer related to this order.
- From the Billing Address section, use the following hyperlinks to manage the order information.
- Click the Change Bill-to Address to update the address to which invoices are sent. You can select an existing address on record, or add a new bill-to address.
- Click the Change Bill-to-Customer to modify the constituent financially responsible for paying the membership dues. In some cases, this may be a practice or company record, or possibly a practice owner/provider, or office manager.
- Click Save, to save any changes made to the order.
