Video Tutorial

Watch the video above to see "How to Add Payment Information and Order Envelopes" with the SimpleCertifiedMail.com service. For more detailed info, read the video transcript below.

Time stamps are in [Minutes:Seconds]. Length of video is 4 minutes, 51 seconds.

[00:03] Voice over
The next step is to set up payment information. To do so, log in to your new account by clicking the "log in" button in the upper right corner of the screen. At the login screen, enter your username, password, and client name, then click the "login" button.

[00:20] Voice over
The first time you log into your account the system displays the "payments manager" screen. Here is where you enter your bank account information, but before we proceed let's review how payments work. Paying for the SimpleCertifiedMail.com service is similar to using a postage meter.

[00:37] Voice over
During account setup, you fund your first month's anticipated Certified Mail expenses and set a level for automatic replenishment of your account via ACH from a business checking account. As you use the service, your balance is reduced to cover postage and service fees. When the automatic replenishment level is reached, we refill your account via ACH. Your deposits with us are held in a separate trust account at BB&T bank and they are covered by a fidelity bond.

[01:09] Voice over
You can view your account online and all balances are returned at your request. In addition, we do not retain any banking information in our system. For identification the payments manager reflects the last four digits of the account and routing number.

[01:26] Voice over
All account and routing numbers are immediately transmitted to our service provider, Forte payment systems. Forte returns a secure encrypted token that's used to process any transaction. This is the same process required by all ACH and credit card processors. Due to their transaction fees credit cards are not accepted at this time. For future reference you can visit www.simplecertifiedmail.com/payment/.

[01:55] Voice over
Okay, now let's set up your bank account information. The "payments manager" screen is divided into three steps. The first step is to add your bank account information. That's the bank name, the bank's nine digit routing number, your account number, and your account type. Now all of this information can be found in the lower portion of any one of your checks.

[02:18] Voice over
Step two is to fill out the account name and contact information that's on file with your bank. And step three is a calculator that helps us determine your initial starting account balance, refill amount, and refill point. In the first box, enter the average number of regular Certified Mail letters you send each month. In the second box enter the average number of Certified Mail with return receipt electronic letters you send each month.

[02:47] Voice over
Next enter the average number of Priority Mail pieces you send each month. And then finally, if you plan on using our outsourced First-Class Mail service, enter your average monthly spend into the last box. Most clients leave this blank. When you're done, the calculations are displayed in the gray boxes. Be sure to review them as these are the amounts we will use to fund your account on an ongoing basis. Rest assured that you can change these amounts any time. I'll show you how to do that in the next step.

[03:18] Voice over
Now if you agree with the calculated amounts, check the box and click "Save". If you ever need to change payment information, simply log into your account and select "payments manager", under the management tab.

[03:34] Voice over
And the last step in the signup process is to order custom window Certified Mail envelopes. Envelopes are provided at no extra cost and they're available in #10 (6"X9") and 9" X 12" sizes. Custom adhesive labels are also available in packs of 200 for an additional charge.

[03:55] Voice over
Select the quantity of each sized envelope you'd like to order. Confirm the shipping information and click the "submit" button. You'll receive an email that confirms your order.

[04:06] Voice over
That's it - your account is now set up. You can begin to use your new account within 3 business days. This gives us time to ship your envelopes and connect your bank account to your SimpleCertifiedMail.com account.

[04:21] Voice over
Thank you for choosing SimpleCertifiedMail.com. If you have any questions please call us at 888-462-1750, extension one. The information in this video is also available in the account administrator manual located on our website at www.simplecertifiedmail.com/manuals.