Setting Up Your Account:

Shipping Defaults:

1. Once you are logged in, navigate to the "Settings & Defaults" link found under 'Manage Account' section of the left-hand navigation.
2. Expand the "Shipping Defaults" toolbar at the top of the page. This page will let you customize the default settings for your shipping page.
3. Start by choosing the Package Type you send most often. If using your own boxes or a USPS "Mailing Box", choose "Parcel" the Package Type dropdown and then change the Dimensions & Weight accordingly.
4. Next, go to the Printer Type dropdown and choose what type of printer you use. Thermal for 4" x 6" labels or Laser for 8.5" x 11" paper (Compatible with Avery/Staples label paper).
5. Now check any of the remaining default checkboxes you would like turned on for your account.



6. Then click the "Update Shipping Defaults" button, collapse the Shipping Defaults toolbar and move on to the next steps!

Payment Setup:

1. Expand the "Payment Defaults" toolbar in the middle of the page. This page will let you customize the payment settings, and billing methods.
2. Payment Settings:
   • Replenishment Amount: the amount of money you would like to charge your payment method to replenish your funds when you don't have enough money to process more labels
   • Postage PIN: for your safety, we will ask you to provide this PIN anytime you purchase more postage
   • Notification Email: an email address where you would like to receive brief notification of account payment charges
   • Add Funds: add funds to your account at any time - commonly used for projects to avoid replenishing repeatedly



3. Save Payment Profiles:
   • Manage/Update/Add your payment methods here.
   • Setup your default payment account via Debit/Credit Card or E-Check through your bank.
   • You can add backup payment methods in case of a compromised payment account as well (optional).



4. Make sure to click the "Save Payment Settings" button, collapse the Payment Defaults toolbar and move on to the next steps!

Alternate Return Addresses:

1. Expand the "Alternate Return Addresses" toolbar in the middle of the page. This page will let you utilize multiple Company Name's and/or Addresses as the Return Address that prints on each label.
2. Click on the "Add Alternate Return Address" button and begin to enter in a different Company Name and/or Address filling in all required fields marked with a red asterisk.
3. Click the "Save Alternate Return Address" button when finished, collapse the Alternate Return Addresses toolbar and move on the next steps!



4. To utilize during shipping, you can change the Return Address to another saved Alternate Return Address by clicking on the "Ship From" box and selecting another address from the blue "Ship Using" button.

Additional Display Settings:

1. Expand the "Additional Display Settings" toolbar near the bottom of the page. This page will let you customize some basic display aesthetics for the site.
2. Check the "Show Floating Account Balance: checkbox to see a running total of your current balance on both the 'Ship A Package' and 'Bulk Shipping' screens.
3. Check the "Show Account Balance Wellness" checkbox and set a dollar amount to mark when you are running low on funds
   • If your balance is greater than this mark, your Floating Account Balance will be highlighted green. If below the mark amount, your balance will highlight in red signifying a low balance warning.



4. Check the "Keep Navigation Menu Expanded" checkbox to keep the left-hand navigation menu save any headers you have expanded during your session.



5. Click the "Update Display Settings" button when finished, collapse the Additional Display Settings toolbar and you are done!