Membership & Licensing Help
From the X12 home page or from the “Membership” drop-down menu, click on “Membership Application”.
You will be taken to a page and have the option to Log In or to Create Account.
If you have an existing X12|ID, select “Log In”. If not, click “Create Account”. Complete and submit the form.
You will be taken to screen to "Verify Your Registration."
After clicking “Create Account” you will be taken to the X12 User Registration Page. Enter the requested information and click “Submit”.
You will be taken to a page that reads “Please Verify Registration” indicating you will receive an email to verify your new registration.
Check your email. You should see an email from X12 Support to verify your registration. Click on “Verify” to verify your registration which will take you to a web page. Click on “Account” and then click “Log In” You will be taken to the X12ID Log in screen, so enter the credentials used in your Account Registration. You will then be taken to “Your Dashboard”.
The Membership Application appears on a new page. Complete the Membership Application and click “Submit”.
You will be taken to a screen to thank you for your submission and advise you that it is being reviewed by X12 Staff.
Once your X12 Membership Application has been reviewed and approved by X12 Staff, you will receive an email within 48 hours. The email will request for payment and provide a link to pay by Credit Card or by Purchase Order.
- Payment by Credit Card
- Click “Pay By Credit Card” and you will be taken to your X12|ID log in screen, enter the credentials created upon registration and you will then be taken to the Checkout Page.
- Enter your card information and click “Submit”.
- You will see a “Thank You for Your Order” page with payment details. You will also receive an email with a payment receipt. There will be a link on this page to “Manage Roster” which you can select now or do it later.
- Payment by Purchase Order
- Click “Pay By Purchase Order” in the Membership Application approval email you receive from X12 Support.
- This will take you to the X12|ID where you will enter your username and password.
- You will see the “Purchase Order” page. Enter your PO# or if you don’t yet have one, log in again once you do and enter the number, then select Submit Payment. You should also send your PO to membership@x12.org and you may experience a 1-2 business day delay.
While logged in to your X12 account, click the “Account” icon and then “Account Dashboard.”
If your membership expires soon, you will see a banner indicating your annual fee will be due soon.
Click “Pay Now.” On the resulting Shopping Cart page, confirm the number of licenses you would like to renew.
Click “Checkout” to proceed.
Next you will be prompted to enter/verify your billing address and once you have, click “Confirm Address” to proceed. You can pay via credit card or purchase order.
- Payment by Credit Card
- Click “Pay By Credit Card” and you will be taken to your X12|ID log in screen, enter the credentials created upon registration and you will then be taken to the Checkout Page.
- Enter your card information and click “Submit”.
- You will see a “Thank You for Your Order” page with payment details. You will also receive an email with a payment receipt. There will be a link on this page to “Manage Roster” which you can select now or do it later.
- Payment by Purchase Order
- Click “Pay By Purchase Order” in the Membership Application approval email you receive from X12 Support.
- This will take you to the X12|ID where you will enter your username and password.
- You will see the “Purchase Order” page. Enter your PO# or if you don’t yet have one, log in again once you do and enter the number, then select Submit Payment. You should also send your PO to membership@x12.org and you may experience a 1-2 business day delay.
Your renewal is now complete.
From the membership payment screen, click “Manager Your Member Roster”. Alternatively, you can navigate to the Roster Management Page by hovering on Account Button and selecting Orders & Licenses.
You will find Roster Management on the left side of “Order & Licenses" page. Once you see the Roster Management page click on “Add Roster Member”.
Enter the First Name, Last Name, Email, Phone, and Title of the person you are adding to the Membership Roster and click “Submit”.
The Roster Member you added will receive an email with instructions to establish their account if they don’t have one already, a temporary password will be in the email. The Roster member will log in with these credentials and be prompted to select a new password or they can use their existing X12|ID credentials if they have already established an account.
Once you submit the Roster add, you’ll see an option to make the person you added an Alternate Voting Representative or Accounting Contact. Note that each Member Organization should have one named Primary (person completing the Membership Application and submission) and one Alternate Voting Representative. One Accounting contact can also be added.
Continue adding other roster members as you wish following the above steps.