Managing Shipping Information

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:

1. 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.

2. From the Shipping Address section, use the following hyperlinks to manage the order information.
   1. 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.
   2. Click the Change Ship-to Customer hyperlink to display the Customer Chooser. Search for and select a different ship-to-customer for the membership.

3. 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.
4. Use the Change/View Employer hyperlink to modify the employer related to this order.

3. From the Billing Address section, use the following hyperlinks to manage the order information.
   1. 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.
   2. 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.

4. Click Save, to save any changes made to the order.