Adding a new address for invoices

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Sherri Fresorger
Sherri Fresorger ✭
Seventh Anniversary Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
We just received notice from one of our constituents (an Organization / sponsor of events) that they have a new invoicing process which requires invoices to be sent to a separate address from our primary address on this record.


Looking for community input on how you would set this up / enter it.
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Is the invoice done through Mail? Done as part of a larger mailing? 

    Do you have a specific contact for the invoice?  I'd consider setting up a separate relationship for that person, contact type "invoice" with that address for the relationship. Using mail you can select to use the invoice contact type over other types. If it's to the same person, you could do a duplicate relationship as described though it's not the cleanest.


    Just a thought.
  • Aaron Rothberg
    Aaron Rothberg ✭
    Eighth Anniversary Facilitator 2 Name Dropper Photogenic
    Another approach is to create a new Address Type, perhaps Invoice Address, and then use Address Processing to output Invoice Address before Preferred Address. The downside to doing it this way is you have just added an Address Processing step to each and every query and export you need, simply to accommodate this one constituent. I wouldn't do it, but it is another option.

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