How Premiums on Hold are approved for shipment

Most premium requests are entered in association with a Pledge record. And, almost always, they are entered with an initial Status of "H", which means "on-hold pending payment".

You may adjust the percentage of a Pledge which must be paid, for its held premiums to be approved for shipment –

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Forest Direct Premium Fulfillment

Here's how MemSys works with Forest Direct, the premium fulfillment organization:

1. Open "Mailing… Premium Shipments".  Enter the desired selection criteria and then…

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    Barbara Bingnear

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    WFIT-FM