Specify Ship To-Contact for an existing customer
This article explains how to specify Ship To-Contact for an existing customer.
To specify a Ship-To contact for an existing customer account, perform the following steps:
- Navigate to Customers > Customer Accounts in the left-hand navigation section and click the name of the specific customer account you want to update.
- Create a Ship-To contact:
- Scroll down to the Contacts section and click Create. The Create Contact dialog opens.
- In the Allowed Contact Types section, select the Ship To checkbox.Only contacts with this checkbox selected can be specified as a Ship To contact.
- Fill in the required information and click Save.
- In the Basic Information section on the account detail page, click Edit .
- From the Ship To list, select the contact you created in step 2.
- Click Save .
When you create a subscription, order line item, or standalone invoice for an account, the account's Ship To contact is automatically set as the default Ship-To contact for the subscription, order line item, or standalone invoice. However, you can update the Ship-To contact afterwards if needed. See Specify ship-to contacts for subscriptions, order line items, and standalone invoices.