SendPro Online Quick Reference Guide

Shipping & Mailing

Outbound and Inbound Package Management

SendPro® Online

Quick Reference Guide

Users Addresses Carriers Postage Printing Labels

Printing Stamps

Tracking & History

Users

The Admin manages the SendPro account. By adding users, the Admin

can grant others permissions to ship and mail from the account. In

SendPro Online, users are added by "inviting" them.

Adding Users

You can add users in SendPro Online by "inviting" them. These users can

be used to sign in to the SendPro Tablet and the Trackable Label

application on SendPro C, SendPro+ meters.

Only users with the role of Admin can perform this procedure.

1. SelectSettings > User Management.

2. SelectInvite.

Note:IfyourSendProOnlinesubscriptiondoesnotallowfor

multipleusers,theInviteoptionisdisabled.Toupgradeyour

subscriptiontoonethatallowsformoreusers,selecttheClick to

see upgrade optionslinknexttotheWant to invite more users?

noticeintheupperright.

3. Enterthenewuser'semailaddressintotheemailaddressfield.To

addmorethanoneemailaddress,pressEnteraftereachaddress.

4. Selectarole(AdminorUser)fromtheRolemenu.Theselected

roleappliestoallusersyouareinviting.Youcanchangetheirrole

laterifneeded.

5. Ifyouhaveamulti-locationsubscription,selectaLocationforthe

inviteduser.

6. SelectInvite.Eachinviteduserreceivesanemailandappearsin

thelistofuserswithaStatusofInvited.

Once the invited user receives the email, they should follow these steps

to sign in within 7 days:

1. SelecttheSign Inlinkintheemail.

2. Enteranameandapasswordifprompted.

3. SignintoSendProOnline.

Resending expired invitations

User invitations expire after 7 days. If an invitation has expired,

the Admin can resend the invitation. For multi-location

invitations, the Admin can resend invitations for all

locations, while Location Admins can resend invitations for users at their

location only.

To resend an invitation:

1. SelectSettings > User Management.

2. Selecttheusersettingsicontotherightofthestatusfieldforthe

desireduser.

3. SelectResend invitation.

Managing Users

You can use SendPro Online to view users' status and change user roles.

Only users with the role of Admin can perform this procedure. For multi-

location subscriptions, only users with the role of Admin and Location

Admin can perform this procedure.

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1. SelectSettings > User Management.

2. OntheUsers tab,locatetheuseryouwishtoview:

l Tofilterthelistbystatus,selectthedownarrownexttoAll

Users.

l Tosearch,enterpartoftheuser'snameoremailaddressinthe

Searchfield.

3. Selecttheusersettingsicontotherightofthestatusfieldforthe

desireduser.

l IftheuserstatusisActive,youcanedittheuser'sstatusor

role,ordeletetheuser.

l IftheuserstatusisInactive,youcanedittheuser'sstatusor

deletetheuser.

l IftheuserstatusisInvited,youcanresendtheinvitationor

deletetheuser.

Note: The user settings icon is disabled for the Admin user who originally

signed up for SendPro Online.

If you have a multi-location subscription, you can change the Location for

users with the role of User. The Location Admin's location cannot be

changed. To request a location change for an Account Admin or Location

Admin, contact your Pitney Bowes sales representative.

To view the permissions for each role:

1. SelectSettings > User Management.

2. SelecttheRoles & Permissionstab.

3. Ontheleftside,selecttheroleyouwishtoview.

4. Ontherightside,selectthepermissionscategorytoviewthe

individualtasksinthatcategory.

The permissions for the roles cannot be changed.

Related topics

l Adding users in SendPro Online

Pitney Bowes Quick Reference Guide July 2021 3

Addresses

You can easily add recipients to the SendPro address book, or import

your entire address book from another source.

Adding an Address to the Address Book

Addresses added in SendPro Online are also visible on other SendPro

products.

The SendPro Online address book can hold an unlimited number of

addresses. However, on SendPro C, SendPro+, and SendPro P-Series

meters, only 1000 addresses are visible.

1. Fromthemenuatthetop,selectAddress Book.

2. Selectthe+(plus)icon.

3. Enterthecontactdetails.Whenenteringastreetaddress,

suggestedaddressesaredisplayed.Ifyoupasteinacomplete

address,thesystemautomaticallyseparatesitintotheseparate

fields.However,apartment,suite,andunitnumbersmustbe

enteredmanually.

4. SelectSave.

Related topics

l Importing addresses into SendPro Online

Importing Addresses

You can import addresses from other sources into your SendPro Online

address book.

Addresses added in SendPro Online are also visible on other SendPro

products.

The SendPro Online address book can hold an unlimited number of

addresses. However, on SendPro C, SendPro+, and SendPro P-Series

meters, only 1000 addresses are visible.

1. Ifyouareimportingaddressesfromanotherprogram,export/save

thoseaddressesasaCSVfile.Makesurethatyourfilemeetsthe

guidelines below.

2. Fromthemenuatthetop,selectAddress Book.

3. Selectthe+(plus)icon.

4. SelectImport multiple addresses.

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5. (Optional)TouseSendProOnline’stemplatetocreateyourimport

file,selectDownload a .csv template.Thefiletemplate.en-

us.csvwillbedownloaded.Youcaninsertyouraddressesintothis

template,orcopytheheaders(firstrow)fromthistemplateinto

yourownaddressfile.However,thisisnotnecessarybecause

SendProwillwalkyouthroughmappingyouraddressdatalater.

Makesurethatyourfilemeetstheguidelines below.

6. OnceyouhavecreatedyourCSVfileofaddressestoimport,select

Browseandchooseyourfile.

7. Ifyouwishtoremoveallexistingaddressesinyouraddressbook

andreplacethemwiththeaddressesintheimportfile,

selectReplace my current Address Book data with my

imported data.Ifthisisnotchecked,theaddressesintheimport

filewillbeaddedtotheaddressesalreadyinyouraddressbook.

Note:Ifyouuseasharedaddressbook,thereplaceoptionisnot

available.

8. IfyouareimportingafilethatwasexportedfromyourUPSor

FedExaccount,selectAddresses are from my

UPS/FedEx address book.

9. SelectContinue.IfyouareimportingaUPSorFedExfile,youare

finished.Ifimportinganyotherfile,proceedwithsteps10-11.

10. Themappingscreenappears.MatchyourCSVfilefieldsontheleft

withtheSendProOnlineaddressbookfieldsontheright.Review

thelistandmakesurethatallofthefieldsaremappedcorrectly.

ForanythatsayIgnore Field,choosethecorrectfield.Ifyou

chooseIgnore Field,thatfieldwillnotbeimported.

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11. SelectContinue.

SendPro address import guidelines

l Theorderofthecolumnsintheimportfiledoesnotmatter.

l SendProrequiresthefirstandlastnamestobeinasinglefield

calledName.Ifthefirstandlastnamesareinseparatecolumnsin

yourdatafile,youcanuseExcel'sconcatenatefunctiontoputthem

intoasinglecolumn.Youmayalsoincludetitle,middlename,or

middleinitialintheNamefieldifyouchoose.

l Youcanuseonlyfieldsthatcorrespondtothoseavailablein

SendProOnline.Thenumberofimportedfieldscannotexceedthe

maximumnumberoffieldsavailableinSendProOnline.For

example,CSVfilesexportedfromGoogleaccountsusuallycontain

manymorefieldsthanthoseavailableintheSendProOnline

addressbook.

l BecauseaddressesmustpassUSPSvalidationwhenusedin

SendPro,thefollowingfieldsarerequired.Youcanimport

addressesthatdonotcontainthesefields,butinordertousethe

address,thesefieldsmustbefilledin.

l FullNameand/orCompanyName

l StreetAddress1

l City

l State/Province1

l ZIPCode

l Country2

TheState/Provincefieldonlyacceptstwo-letterabbreviationsfor

USstates.

TheCountryfieldonlyacceptseithertwo-lettercountrycodesor

thecountryspelledoutinfull.Forexample,itwillaccept"US"or

"UnitedStates",butnot"USA".Foracompletelistofcountry

codes,gotohttps://pe.usps.com/text/imm/immctry.htm.Clickon

thenumberforthedesiredcountry,thenfindtheCountry Codeon

thatpage.

Pitney Bowes Quick Reference Guide July 2021 6

Carriers

Your SendPro Online account is automatically set up to work with USPS

from the moment you sign in.

For UPS and FedEx, your accounts must be added to SendPro before

you can use them.

Setting up a FedEx Account

In order to use your FedEx account in SendPro Online, you first need to

set it up in SendPro Online. After you set up your FedEx account, you can

use it for other SendPro products.

Only users with the role of Admin can perform this procedure. For multi-

location subscriptions, only users with the role of Admin or Location

admin can perform this procedure.

1. SelectSettings > Shipping Carriers.

2. IntheFedExsection,opentheAddFedExAccountscreen:

l IfyouhavenotyetsetupaFedExaccountinSendPro,select

Account Setup.

l IfyouhavealreadysetupaFedExaccountinSendProand

wishtoaddanotherone,selectAdd Account.

3. (Optional)IfyouhaveaFedExinvoiceinPDFformat,youcan

importit:

a. SelectImport a FedEx invoice.

b. ClicktheBrowsebuttonandselectyourFedExinvoicePDF

file.

c. ClickNext.

d. Reviewtheformtomakesurethateverythingiscorrect.

e. Skiptostep10.

4. EnteryourFedExaccount:

l IfyoualreadyhaveaFedExaccount,selecttheEnter My

FedEx Accountbutton.

l IfyoudonothaveaFedExaccount,selecttheCreate New

FedEx Accountbutton.Thisprovidesyouwithalinktothe

FedExwebsitewhereyoucansignupandgetaFedExaccount

number.

5. Enteryour9-digitFedExaccountnumber.

6. (Optional)Enteranicknameforthisaccount.

7. Fillinyournameandaddressexactlyastheyappearonyour

FedExbillingstatement.UseyourmostrecentFedExinvoice.

l P.O.Boxaddressescannotbeused.

l Ifyouraddresscontainsasuite,unit,apartmentnumber,etc.,

putitintheAddressLine2field.IfitisincludedontheAddress

Line1field,youmaynotbeabletoaddtheaccount.

l Touseacontactnameandaddressthatisdifferentfromyour

FedExbillingaddress,selectMy contact name or address....

8. IfyourFedExaccountincludesSmartPost,selectMy Account

includes SmartPostandselecttheHubIDthatwasassignedto

youbyFedEx.

9. Ifyouhaveamulti-locationsubscription,selecttheLocation(s)that

willhaveaccesstothisFedExaccountintheLocations with

access to this FedEx accountfield.Ifalllocationsdonotshare

thesameFedExaccount,youcangotoSettings > Shipping

CarrierstoaddadditionalFedExaccounts.

10. SelectI accept the FedEx End-User License Agreement.

11. SelecttheAdd Carrierbutton.WhenyourFedExaccounthas

beenadded,themessageSettings have been saved

successfullyappears.

Pitney Bowes Quick Reference Guide July 2021 7

12. (Optional)ToaddanotherFedExaccount,selecttheAdd Account

linkintheFedExsection.

13. IfanySendPro-compatibledevicesareassociatedwiththe

SendProaccount,signoutandbackintoSendProonthose

devicesinordertoaccessFedExshippingfunctions.

Setting up a UPS Account

In order to use your UPS account in SendPro Online, you first need to set

it up in SendPro Online. After you set up your UPS account, you can use

it for other SendPro products.

Only users with the role of Admin can perform this procedure. For multi-

location subscriptions, only users with the role of Admin or Location

Admin can perform this procedure.

To create a SendPro UPS Rate account and receive pre-negotiated rate

discounts:

1. SelectSettings > Shipping Carriers.

2. IntheUPSsection,opentheAddUPSAccountscreen:

l IfyouhavenotyetsetupaUPSaccountinSendPro,select

Account Setup.

l IfyouhavealreadysetupaUPSaccountinSendProandwish

toaddanotherone,selectAdd Account.

3. OntheCreate SendPro UPS Rate Accounttab,theUPS

Account Nicknamewillalreadybefilledin.Youcanchangethisif

youwish,butmakesurethatthenameallowsyoutodifferentiate

thisaccountfromanyotherUPSaccountsyoumayhave.

4. YourSendProOnlinenameandaddresswillalreadybefilledin.

Confirmyourcontactinformation,ensuringthatyouremailaddress

andphonenumberarefilledin.

5. SelecttheI accept the UPS Technology Agreement and the

exclusive SendPro UPS Rate Agreementbox.

6. SelectAdd Carrier.

If for any reason you need to add an account that is

not

a SendPro UPS

Rate Account and does not receive SendPro's pre-negotiated rate

discounts, select the Enter My UPS Account tab and follow these steps:

1. SelectSettings > Shipping Carriers.

2. IntheUPSsection,opentheAddUPSAccountscreen:

l IfyouhavenotyetsetupaUPSaccountinSendPro,select

Account Setup.

l IfyouhavealreadysetupaUPSaccountinSendPro,andwish

toaddanotherone,selectAdd Account.

3. (Optional)IfyouhaveaUPSinvoiceinPDFformat,youcanimport

it:

a. SelectImport a UPS invoice.

b. ClicktheBrowsebuttonandselectyourUPSinvoicePDFfile.

c. ClickNext.

d. Reviewtheformtomakesureeverythingiscorrect.

e. Skiptostep11.

4. IfyoualreadyhaveaUPSaccount,skiptostep5.Ifyoudonot

haveaUPSaccount:

a. SelectCreate New UPS Accountatthetop.

b. ClicktheprovidedlinktogototheUPSwebsiteandcreatean

account.

c. OnceyourUPSaccounthasbeencreated,returntoSendPro

andselectEnter My UPS Accountatthetop.

5. IntheUPS Account Numberfield,enteryour6-digitUPSaccount

number.Theaccountnumberiscase-sensitive.

6. (Optional)Enteranicknameforthisaccount.

Pitney Bowes Quick Reference Guide July 2021 8

7. IfyourUPSaccountislessthan90daysold,selecttheUPS

account is newer than 90 daysboxandenteryourname,

address,andotheraccountinformationexactlyastheyappearon

yourUPSaccount.SignintoyourUPSaccounttoviewitif

necessary.

8. IfyouhaveshippedwithUPSinthepast90days,getyourmost

recentUPSinvoice.Ifyoudonothaveacopy,signintoyourUPS

accounttoviewit.

a. IntheUPS Invoice Amountfield,enterthe"amountduethis

period"shownontheUPSinvoice.Omitanycommas.

b. EntertheControl IDfromyourUPSinvoice.Thisiscase-

sensitive.IftheControlIDis****,contactUPStogetthis

information.

c. EntertheShipped Fromaddress,ifthereisoneonyourUPS

invoice.Omitthe+4portionoftheZIPcode.Thisinformationis

case-sensitive.IfyourUPSinvoicecontainsaP.O.Boxmailing

address,donotenterit.Iftheinvoicemailingaddressdoesn't

workandthereisadifferentaddressintheupperleftcornerof

yourinvoice,trythataddressinstead.

Important: All information is case-sensitive and must match your

UPS account information exactly. You get three attempts to enter

the information correctly before you are locked out of your

UPS account for 30 hours.

9. Ifyouhaveamulti-locationsubscription,selecttheLocation(s)that

willhaveaccesstothisUPSaccountintheLocations with

access to this UPS accountfield.Ifalllocationsdonotsharethe

sameUPSaccount,youcangotoSettings > Shipping

CarrierstoaddadditionalUPSaccounts.

10. Tocontinue,selecttheI accept the UPS Technology Agreement

box.

11. SelecttheAdd Carrierbuttonatthebottom.WhenyourUPS

accounthasbeenadded,themessage,Settings have been

saved successfullyappears.

12. (Optional)ToaddanotherUPSaccount,selecttheAdd Account

linkintheUPSsection.

Pitney Bowes Quick Reference Guide July 2021 9

Comparing Carrier Rates

When creating a shipping label, you can compare rates from each carrier you use.

1. Createalabelasyounormallywould,selectingMy Box or Envelopeasyourpackagetype.

2. WhenyougettotheChooseYourServicescreen,usetheCarrier Accountsmenutochoosewhichcarriersyouwishtoviewservicesfrom.

3. Selectthedesiredserviceandprintthelabelasusual.

Related topics

l Creating and printing a domestic shipping label in SendPro Online

l Creating an international, military, or U.S. territory shipping label in SendPro Online

Pitney Bowes Quick Reference Guide July 2021 10

Postage

You can add postage to your USPS account through SendPro Online, and automatically add postage to your USPS account when your balance falls

below a certain threshold.

For UPS and FedEx, your shipping costs are billed directly to your UPS or FedEx account.

Refilling Postage

In order to print USPS labels and postage in SendPro Online, you must have enough funds in your USPS postage account. You are prompted to add

more postage to your account when needed, but you can add postage at any time using these steps.

Only users with the role of Admin can perform this procedure.

1. SelectyourUSPSpostagebalanceintheupperrightfromanyscreen,orintheUSPStileontheHomescreen.

Note:Ifyoudonotseethe+signnexttoyourpostagebalance,thenyoudonothaveanAdminrole.ContactyourSendProAdmin.

Pitney Bowes Quick Reference Guide July 2021 11

2. Selecttheamountyouwishtoadd,orselectCustomtoenteradifferentamount.Theminimumyoucanaddis$10.00.Yourpostagebalance

cannotexceed$500.00.

3. (Optional)Toassignthispostagepurchasetoacostaccount,selectthedesiredaccountfromthemenu.

4. SelectAdd Postage.

Notes

l ThisisforUSPSonly.UPSandFedExchargeyourshippingcostsdirectlytoyourUPSorFedExaccount.

l IfyouhaveaSendProMailstationdevice,a3.5%administrativefeeisaddedwhenyouuseacreditcardtopayforpostage.IfyouuseaReserve

AccountorPurchasePowertopayforpostage,thereisnoadministrativefee.

l YoucanviewyourpostagerefillsonthePostagetabinyourHistory.

Related topics

l Paying for SendPro Online Postage and Shipping

l Automating postage refills in SendPro Online

l Viewing your history in SendPro Online

Pitney Bowes Quick Reference Guide July 2021 12

Automating Postage Refills

You can have SendPro automatically add postage to your USPS account when the balance falls below a certain threshold.

1. SelectSettings > Postage Refills.

2. SelectI want to automatically add postage.

3. IntheSet the minimum postage threshold amountfield,enterthethresholdamount.Whenyourpostagebalancegoesbelowthisamount,

fundswillbeautomaticallyaddedtoyourUSPSaccount.

4. IntheAdd this postage amountfield,entertheamountoffundsyouwishtohaveaddedtoyourpostagebalancewhenthethresholdis

reached.Theminimumyoucanaddis$10.00.Yourpostagebalancecannotexceed$500.00.

5. Ifyouwishtoreceiveanemailnotificationwhenanautomaticpostagerefillissettooccur,entertheaddressinthePostage Refill Emailfield.

6. Ifyouusecostaccounts,youcanassociateacostaccountwithpostagerefills.SelecttheSearch for Cost Accountsfieldandselectthe

desiredaccount.

7. SelectSave.

Related topics

l Adding postage in SendPro Online

Pitney Bowes Quick Reference Guide July 2021 13

Printing Stamps

SendPro allows you to print postage stamps or print postage directly on envelopes.

Printing Stamp Sheets

Stamps can be printed either from the

SendPro Online software

or from the

web version of SendPro Online

. Stamps without a date can only be printed

from the SendPro Online software. Stamps must be printed on compatible SendPro postage sheets, which are available in our

online shop

(item #SL-

SPM01).

Each stamp sheet has a unique serial number and contains 25 blank stamp stickers. SendPro keeps track of how many stamps you print with each

serial number, so you do not have to use the entire sheet at once.

The postage value printed is as-is and is not a USPS Forever Stamp. If USPS postal rates change, you can

print a postage correction stamp

which

can be used with an already printed stamp to add additional postage.

1. FromtheSendProHomescreen,selectStamp Sheets & Rolls.

Pitney Bowes Quick Reference Guide July 2021 14

2. SelectStamp Sheet.

3. EntertheserialnumberoftheSendProOnlinestampsheetyouwillprintandselectAccept.Ifyouhaveprintedstampsbefore,themostrecently

usedsheetisalreadyselected.

4. FromtheQuantitymenu,choosethenumberofstampsyouwishtoprint.Thestampsheetimageshowsapreviewofthestampsthatwillprint.

5. Performanyoftheoptionaltasksbelowtosetupthestampsasneeded.

6. SelectPrint.

l Ifprintingfromawebbrowser,aPDFofthestampsheetopensinanewbrowserwindowortab.Useyourbrowser'sprintfunctiontoprintthis

file.

Pitney Bowes Quick Reference Guide July 2021 15

Optional tasks

1. Changing the mailing dateorPrinting stamps with no date

2. Changing the postage class or amount

3. Printing additional stamps with a different value on the same sheet

4. Changing the stamp sheet

5. Assigning the stamp cost to a cost account

6. Adding extra services

7. Entering notes for your transaction history

8. Changing the ZIP code the mail is being sent from

9. Marking cells as damaged

10. Starting over

11. Printing a test stamp sheet

Pitney Bowes Quick Reference Guide July 2021 16

Changing the mailing date

Select the desired date from the Mailing Date on Stamp menu [1].

Printing stamps with no date

To print stamps with no date on them, choose Print without a date from the Mailing Date on Stamp menu [1]. Stamps without a date can only be

printed from the

SendPro Online software

Changing the postage class or amount

From the Mailing Services / Stamp Value menu [2], choose the value of the stamps you wish to print.

l Tochooseamailclassthatisnotlisted,selectChoose another mail class,choosethedesiredTypeandWeight,andselectAccept.

l InternationalletterisfoundunderChoose another mail class.

l Themaximumweightforastampis13ounces.Tosendsomethingthatweighsmorethanthat,create a shipping label.

l IfyouhavetheattachedUSBscale,youcanselectthescaleicontoweightheitemonthescale.

Printing additional stamps with a different value on the same sheet

Select Add Another Stamp Value [3] and choose the number and stamp class.

Changing the stamp sheet

To use a different stamp sheet, select Switch sheet > Add a new stamp sheet [4].

Assigning the stamp cost to a cost account

Select Cost account at the bottom [5], then choose the desired account from the menu that appears.

Adding extra services

To add extra services such as certified mail:

1. SelectAdd extra services[6].

2. Selectthedesiredservices.

3. SelectAccept.

Pitney Bowes Quick Reference Guide July 2021 17

Entering notes for your transaction history

Select Add memo / reference [7], enter the memo (up to 50 characters), and select Accept.

Changing the ZIP code the mail is being sent from

Enter the ZIP code in the Mail From This ZIP Code field [8].

Marking cells as damaged

To mark cells as damaged so that they will not be printed on (for example, if a stamp was accidentally pulled off):

1. SelectMark cells as damaged[9].

2. Clickonthecellsyouwishtomarkasdamaged.Tounmarkcellsthatwereincorrectlymarkedasdamaged,clickonthem.

3. SelectRemove.

Starting over

To clear the stamp selections and start over, select Remove all stamps [10].

Printing a test stamp sheet

Select Test Print [11]. Test prints are for testing alignment only and do not use postage. If your test sheet is not aligned properly, see

Stamp sheets

not aligned properly when printed in SendPro Online

Related topics

l Printing stamp rolls in SendPro Online

l Printing envelopes in SendPro Online

l Setting up default stamp and envelope printing options in SendPro Online

l Ordering supplies for SendPro Online

Pitney Bowes Quick Reference Guide July 2021 18

Printing Stamp Rolls

Stamps can be printed either from the

SendPro Online software

or from the

web version of SendPro Online

. Compatible postage stamp rolls for

SendPro are available in our

online shop.

The postage value printed is as-is and is not a USPS Forever Stamp. If USPS postal rates change, you can

print a postage correction stamp

which

can be used with an already printed stamp to add additional postage.

1. FromtheSendProHomescreen,selectStamp Sheets & Rolls.

2. SelectStamp Roll.

3. FromtheQuantitymenu,choosethenumberofstampsyouwishtoprint.

Pitney Bowes Quick Reference Guide July 2021 19

4. Performanyoftheoptionaltasksbelowtosetupthestampsasneeded.

5. SelectPrint.

Optional tasks

1. Changing the postage class or amount

2. Printing additional stamps with a different value

3. Adding extra services

4. Assigning the stamp cost to a cost account

5. Entering notes for your transaction history

6. Changing the ZIP code the mail is being sent from

7. Starting over

8. Printing a test stamp sheet

Changing the postage class or amount

From the Mailing Services / Stamp Value menu [1], choose the value of the stamps you wish to print.

l Tochooseamailclassthatisnotlisted,selectChoose another mail class,choosethedesiredTypeandWeight,andselectAccept.

l InternationalletterisfoundunderChoose another mail class.

Pitney Bowes Quick Reference Guide July 2021 20

l Themaximumweightforastampis13ounces.Tosendsomethingthatweighsmorethanthat,create a shipping label.

l IfyouhavetheattachedUSBscale,youcanselectthescaleicontoweightheitemonthescale.

Printing additional stamps with a different value

Select Add Another Stamp Value [2] and choose the number and stamp class.

Adding extra services

To add extra services such as certified mail:

1. SelectAdd extra services[3].

2. Selectthedesiredservices.

3. SelectAccept.

Assigning the stamp cost to a cost account

Select Cost account at the bottom [4], then choose the desired account from the menu that appears.

Entering notes for your transaction history

Select Add memo / reference [5], enter the memo (up to 50 characters), and select Accept.

Changing the ZIP code the mail is being sent from

Enter the ZIP code in the Mail From This ZIP Code [6] field.

Starting over

To clear the stamp selections and start over, select Remove all stamps [7].

Printing a test stamp sheet

Select Test Print [8]. Test Prints are for testing alignment only and do not use postage.

Related topics

l Printing stamp sheets in SendPro Online

l Printing envelopes in SendPro Online

l Setting up default stamp and envelope printing options in SendPro Online

l Ordering supplies for SendPro Online

Pitney Bowes Quick Reference Guide July 2021 21

Printing Envelopes

Envelopes can be printed on most inkjet or laser printers, but must be printed using the SendPro Online software. Envelopes cannot be printed from

the web version of SendPro Online.

Need the SendPro Online software?

1. Double-clickontheSendProdesktopshortcuticon,orselectWindowsStart > All Programs > SendProtolaunchtheSendProOnline

software.

2. FromtheSendProHomescreen,selectStamp Sheets & Rolls.

3. SelectEnvelopes.

4. Performanyoftheoptionaltasksbelowtosetuptheenvelopeasneeded.

5. SelectPrint.

Pitney Bowes Quick Reference Guide July 2021 22

Optional tasks

1. Changing the postage class or amount

2. Adding extra services

3. Printing addresses on the envelope

4. Printing more than one envelope with the same settings

5. Printing multiple envelopes with different addresses and the same postage amount

6. Changing the envelope size

7. Changing the mailing date

8. Assigning the envelope to a cost account

9. Entering notes for your transaction history

10. Changing the ZIP code the mail is being sent from

11. Seeing how the envelope will look when printed (print preview)

12. Printing a test envelope

13. Clearing the selections and starting over

14. Adding a QR code

Pitney Bowes Quick Reference Guide July 2021 23

Changing the postage class or amount

To print a postage amount other than First-Class Letter:

1. SelecttheFirst-Class Mail Lettermenu[1]andselectChoose another mail class.

2. EntertheWeight.

l IfyouhavetheattachedUSBscale,placetheitemonthescaleandselectthescaleicontoweighit.

3. SelecttheMail Classyouwishtouse.

4. SelectAccept.

Adding extra services

To add extra services such as certified mail:

1. SelectAdd extra services[2].

2. Selectthedesiredservices.

3. SelectAccept.

Printing addresses on the envelope

1. SelecttheAdd sender addressortheAdd recipient addressbox[3]ontheenvelope.

2. Entertheaddress,orselecttheChoose from Address Bookicontochooseanaddressfromtheaddressbook.

3. SelectAccept & Verify.Inorderfortheaddresstobeverified,thecity,state,andZIPCodemustmatch.

Printing more than one envelope with the same settings

Select the number of envelopes from the "1" drop-down menu [4].

Printing multiple envelopes with different addresses and the same postage amount

1. SelectPrint multiple envelopes with multiple addresses[5],thenselectAdd Addresses.

2. IntheAddRecipientAddresswindow,either:

l EntertheaddressmanuallyandselectAccept & Verify,or

l SelecttheChoose from Address Bookicontochooseaddressesfromyouraddressbook,checktheboxesnexttothedesiredaddresses,

andselectOK.

Pitney Bowes Quick Reference Guide July 2021 24

Changing the envelope size

Select Change size [6] and choose the desired size. Only #9 and #10 envelopes are supported.

Changing the mailing date

Select the desired date from the Mailing Date on Stamp menu [7].

Assigning the envelope cost to a cost account

Select Cost account at the bottom [8], then choose the desired account from the menu that appears.

Entering notes for your transaction history

Select Add memo / reference [9], enter the memo (up to 50 characters), and select Accept.

Changing the ZIP code the mail is being sent from

Enter the ZIP code in the Mail From This ZIP Code [10] field.

Seeing how the envelope will look when printed (print preview)

To turn off the dotted lines so that you can see how the envelope will look when printed:

1. SelectPrint Preview[11].

2. Ifmultipleaddressesareselected,usethearrowstoscrollthroughtheenvelopepreviews.

3. Whenfinished,selectDesign Viewtoreturntoeditingtheenvelope.

Printing a test envelope

Select Test Print [12]. Test Prints are for testing alignment only and do not use postage.

Starting over

Select Clear envelope [13]. In the Confirm Clear Envelope window, select Clear.

Adding a QR code

Select the desired Add QR code [14] location on the envelope. Use the form to select the type of information you want the QR code to contain and fill

in the information. A QR code can be made to contain any one of the following items:

Pitney Bowes Quick Reference Guide July 2021 25

l Plaintext

l Telephonenumber

l Websiteaddress

l Emailaddress

Related topics

l Installing the SendPro Online Mobile App

l Printing stamp sheets in SendPro Online

l Printing stamp rolls in SendPro Online

l Setting up default stamp and envelope printing options in SendPro Online

Pitney Bowes Quick Reference Guide July 2021 26

Printing Labels

You can access rates and services from major carriers, and easily

compare rates from different carriers to save money and time when

shipping.

Creating and Printing a Domestic Shipping Label

1. FromtheSendProOnlineHomescreenorthePrintmenu,selecta

carrier.

2. IfyouuseCostAccounts,selectthedesiredaccountfromtheCost

Accountmenu.

3. Entertherecipientaddress,orselecttheChoose from Address

Bookicontoselectanaddressfromtheaddressbook.

4. Ifpromptedtoverifytheaddress,selectUse Verified.

5. Toemailthetrackingnumberwhenyouprintthelabel,select

theEmail the tracking numberboxandentertheemailaddress.

6. SelectContinue.

7. OntheChooseYourPackagingscreen,selectthetypeofpackage

andenterthepackageinformation.IfyouhaveanattachedUSB

scale,selectthescalebuttonandplacethepackageonthe

scale.Formoreinformationaboutcarrierservicesandpackaging,

seetheCarrier Services and Packagingsectionbelow.

8. SelectContinue.

9. OntheChooseYourServicescreen,selecttheshippingdate,then

selecttheserviceyouwishtouse.Usethemenusatthetopto

changethecarrier*,shipdate,carrieraccount,orShipfromZIP

Codeasneeded.

10. Oncetheservicehasbeenselected,chooseanyextraservicesyou

wishtoadd.Thetotalcostforthelabelisshownatthebottomofthe

screen.Thetotalcostmaydifferfromtheamountnexttothe

servicesduetotaxesandsurcharges.

11. Whenyouarereadytoprintthelabel,selectPrint.

12. IntheSelect a print sizefield,selecteitherRoll - 4 x 6orPlain

Paper - 8.5 x 11.

13. Toaddanoteabouttheshipment,enteritintheMemofield.You

canenterupto40charactersforUSPSandupto35charactersfor

FedExandUPS.Thismemoappearsonthelabelandinyour

historyfile.

14. Toprintareceiptalongwiththelabel,selectthePrint receipt with

labelbox(USPSonly).Youcanselectthisoptiononlywhen

printingon8.5x11printers.

15. SelectPrint.ThelabelopensinPDFformatinanewwindowor

tab,fromwhichyoucanprint.

Carrier Services and Packaging

l *Ifyouselectacarrier-specificpackagetype,youwillonlyseerates

fromthatcarrier.Toseeratesfromallcarriers,selectMy Box or

Envelope.

l ForUSPSPriorityMailExpress,thedeliverydateshownisthe

"guaranteed"deliverydatefromUSPS,thelatesttimethepackage

willbedelivered.PriorityMailExpressnormallyhasaoneday

turnaroundtime,butactualdeliverytimesdependonmultiple

factorsincludingcreationtime,pickuptime,androuting.

l Tochargethecostsoftheshipmenttotherecipient'soranother

thirdparty'sFedExorUPSaccount,selectOther billing options

fromtheCarrier Accountmenuatthetop.

l RatesshowninSendProOnlinemaydifferfromratesshownonthe

carrier'swebsiteforthesameitem.Formoreinformation,see:

l SendPro Online rate and FedEx or UPS rate differences

Pitney Bowes Quick Reference Guide July 2021 27

l FedExHomeDeliveryvs.FedExGround:Inordertoship

somethingviaFedExHomeDeliveryorFedExGroundinSendPro

Online,youmustselectMy Box or Envelope.Ifyouchoose

FedExOneRateorFedExStandard,theFedExHomeDelivery

andFedExGroundservicesarenotavailable.

l Whenusingyourownpackagingandshippingtoaresidential

address,theGroundoptionshownisFedExHomeDelivery.

l Whenusingyourownpackagingandshippingtoacommercial

address,theGroundoptionshownisFedExGround.

For more information about carrier services, visit the carrier's website:

l USPS

l UPS

l FedEx

Related topics

l Creating an international, military, or U.S. territory shipping label in

SendPro Online

l Applying a cost account to shipping labels and stamps in SendPro

Online

Pitney Bowes Quick Reference Guide July 2021 28

Creating a Return Label

You can create a return label for a shipment so that the recipient can send it back to you. Return label procedures vary by carrier.

l USPS

l UPS

l FedEx

l Default return address

USPS

USPS return labels may be created up to 7 days from the date of the original shipping label. USPS return labels are dated, so they are not intended to

be put into an outgoing package just in case the recipient may want to return the shipment. If the recipient requests a return label, you should create it

at that time and email them a PDF of it on the day of creation.

You can create a USPS return label from a shipping label you just printed, or from the shipping History screen.

To create a return label for a shipping label that you just printed:

1. AtthetopoftheHomescreen,undertheconfirmationofthelabelyoujustprinted,selectCreate Return Label.

2. Createandprintthelabelasusual.

To create a return label from the History screen:

1. FromtheHistory menu,selectShipping & Postage History.

2. Selectthedesiredshipment.

3. SelecttheCreate Return Labelbutton.

4. Createandprintthelabelasusual.

UPS

UPS labels do not expire.

1. Addyourcustomer'saddresstoyouraddressbookasasender.

2. Addyouraddresstoyouraddressbookasarecipient.

Pitney Bowes Quick Reference Guide July 2021 29

3. Createandprintthelabelasusual,choosingMy Boxasyourpackaging.

4. Selectthedesiredclass.

5. SelectUPS Print Return Label.ThisoptionisonlyavailablewhenchoosingMy Boxasyourpackaging.UPSPrintReturnLabelisnot

availableforUPSNextDayAirSaver.

6. Enterthedescription of merchandise.

FedEx

FedEx labels do not expire.

1. Addyourcustomer'saddresstoyouraddressbookasasender.

2. Addyouraddresstoyouraddressbookasarecipient.

3. Createandprintthelabelasusual,choosingMy Boxasyourpackaging.

4. Selectthedesiredclass.

5. SelectFedEx print return label.ThisoptionisonlyavailablewhenchoosingMy Boxasyourpackaging.FedExprintreturnlabelisnot

availableforFedExExpressSaver.

Default return address

To set a default return address:

1. SelectSettings.

2. SelectReturn Labels.

3. SelectI want to use the same recipient address for all of my return shipping labels.

4. Enterthedefaultreturnaddressyouwishtouse.

5. SelectSave.

Related topics

l Creating and printing a domestic shipping label in SendPro Online

Pitney Bowes Quick Reference Guide July 2021 30

Creating a Same-day Delivery Label

Pitney Bowes Same-day Delivery is a service that will pick up packages and deliver them across town. Availability varies based on various factors,

including location and delivery window.

1. FromtheHomescreen,selectSame-day Delivery.

2. Entertherecipientaddress,orselecttheChoose from Address Bookicontoselectanaddressfromtheaddressbook.

3. Thepickuplocationdefaultstoyourdefaultsenderaddress.Tochangethepickuplocation,selecttheChangelinknexttothePickupLocation.

Thepickuplocationmustalreadybeinyouraddressbookasasenderaddress.

4. Toaddpickupinstructionsforthecarrier,clickintheAdd Pickup Instructionsfieldandentertheinstructions.

5. Tosendtextnotifications,selectSend mobile text notificationsandenterthephonenumber.

6. Toemailthetrackingnumberwhenyouprintthelabel,selecttheEmail the tracking numberboxandentertheemailaddress.

7. SelectContinue.

8. Selectthepackagetypeandsize.

9. EnterthevalueofthepackageinthePackage Valuefield.

10. SelectContinue.

11. InthePickup Time Windowsection,selectthestartandendtimesbetweenwhichyouwantthepackagetobepickedup.

12. IntheDelivery Time Windowsection,selectthestartandendtimesbetweenwhichyouwantthepackagetobedroppedoff.

13. IntheDelivery Instructionsfield,enteranydeliveryinstructionsforthecarrier.

14. SelectContinue.

15. OntheChooseYourServicescreen,selectthedesiredservice.

16. IntheExtra Servicessection,selectanydesiredservices.

17. SelectPrint.

You can track your same-day delivery live from the History screen.

Pitney Bowes Quick Reference Guide July 2021 31

Tracking & History

You can track packages right from the Home screen, and the History screen allows you to see all the details of the shipments you've sent.

Viewing Your History

You can view the history of your parcels, shipping labels, stamp printing, postage purchases (refills), and refunds. SendPro history data is kept online

for 25 months.

1. Fromthemenuatthetop,selectHistory > Shipping & Postage History.

2. Bydefault,theShipmentstabisshown,showingthehistoryofyourpastshipments.

3. Selectthetabforthetypeofhistoryyouwishtoview:

l USPS Stamps:YourUSPSstampprintinghistory

l USPS Stamp Refunds:YourUSPSstamprefundhistory

l Postage:Yourpostagepurchase(refill)history

l USPS Label Refunds:YourUSPSlabelrefundhistory

Pitney Bowes Quick Reference Guide July 2021 32

4. Toviewthedetailsofaparticulariteminthelist,selectthearrowtoopenit.

5. (Optional)Tofilterthelistfurther,usethedateorotherfiltersatthetopofthelist.

6. (Optional)Toexportthecurrentlistasareport,selecttheExporticonatthetopofthelist.

Related topics

l Exporting a history report from SendPro Online

l Searching for a shipment in SendPro Online

Pitney Bowes Quick Reference Guide July 2021 33

Tracking a Shipment

You can view tracking information for packages sent through SendPro in your history, or look up tracking information for any package from the

SendPro Online Home screen.

To track a package from the Home screen:

1. IntheRecent PackagessectionontheSendProOnlineHomescreen,enteratrackingnumberintotheEnter tracking numberbox.

2. (Optional)Selectthecarrierfromthemenu.

3. SelectTrack.

To view tracking information on the History screen:

1. Fromthemenuatthetop,selectHistory > Shipping & Postage History.

2. Selectashipmenttoviewmoredetails,includingthetrackingnumber.

Note:Ifthereisnotrackingnumber,thentheitemdidnotincludetracking.Trackingavailabilityisdeterminedbythecarrierandserviceusedfor

theshipment.

Pitney Bowes Quick Reference Guide July 2021 34

3. (Optional)Tocopyatrackingnumbertoyourclipboardsothatyoucanpasteitelsewhere,selecttheCopy tracking numbericon.

ForSame-daydeliveries,selectTrack live.

4. (Optional)Toviewamapshowingthepackage'smovement,selectMap.Onthemap,selectanyofthepointsformoreinformation.Select

Detailstoexitmapviewandreturntodetailsview.

Pitney Bowes Quick Reference Guide July 2021 35

For Service or Supplies

SV63371 Rev. C

3001 Summer Street

Stamford, Connecticut 06926