Introduction to Form and Postal Utilities for the Cloud

Transcription

1 Introduction to Form and Postal Utilities for the Cloud Services Software PC Mailing Systems, llc A PC Company, llc

2 Contents... 1 Introduction to Form and Postal Utilities for the Cloud... 1 Form and Postal Utilities for the Cloud Intro... 3 User Registration... 4 User/Admin Sign In, Lost Password, Lost Username... 5 CASS... 6 Charges... 7 Job Charge Details... 8 Downloads Customer Details Hand Entry Mailings Payments Uploads Help Page

3 Form and Postal Utilities for the Cloud Intro Form and Postal Utilities for the Cloud is an online control panel that integrates with our in-house mailing and billing software to provide extensive access to information and services surrounding all of your mailing and billing activities. Customers can upload files for processing and download files or reports for review. The files and reports are then available to use for viewing, invoicing, mailing, ing customers, and printing. Online payments and charges are also available for view, print and csv download. Activities and services include: o Secure encrypted connection to all control panel pages/activities. o Automated bill generation with postal processing. o Individual file CASS/Presort/NCOA postal processing. o Current and historical billing reports with billing details, bills and postal reports available for download. o Detailed and historical billing charges for handling and postage. o Detailed and historical job/file information. o users summary and details. o Hand entry form for credit card/e-check processing. o Detailed historical online payments via customer account or hand entry. o File upload from browser. o notifications o And more 3 Page

4 User Registration The service companies customers register here to view and pay their bills online. All fields are required. Submission will check to make sure the username is unique and passwords/ address matches so we may notify the user of any errors. Full name, address, city, state and zip are the auto fill billing address to be used when paying bills online. After submission the user receives a confirmation to validate the registration. The customer must validate to make the account active. We confirm service company/account #/name match to post bills to their online account. 4 Page

5 User/Admin Sign In, Lost Password, Lost Username Sign in form enter username and password on the home page to access the control panel, also has links to recover lost username, password or a lost account validation . Forgot Your Password enter username and a reset password link is mailed to the registered users address. Forgot Your Login ID enter password, service company and address. All are compared to current registered users and if found the username is ed to the registered users account. 5 Page

6 CASS For CASS, Presort and NCOA postal processing of individual customer files. I.e. the customer has their own permit and wants to do the billing and mailing themselves. Our main focus is mailing bills and statements, first class in a number 10 or 6x9 envelope so entries are optimized for such a mailing. Entries are then customized for each customer. Resulting processed files and postal reports are available in the Downloads section. 6 Page

7 Charges Customer invoices - handling and postage cost details for each mailing. Quantities for address corrected, non corrected pieces that are mailed or ed. Quantities of additional inserts or special handling. Costs for mailing, s, inserts, and postage. Download csv download comma delimited file of charges for external processing. Click link on Job title to view detailed information. 7 Page

8 Job Charge Details A specific job invoice with details on quantities, costs and totals. Print this page link shows a stripped down version suitable for printing. 8 Page

9 Downloads Customer file download section current and historical bills, postal reports and processing details in PDF/TXT format. File Types: o Address Correction - postal report 3553 for CASS certified addresses. o Corrected Export - a text delimited list of all customer corrected CASS/Presorted address details. o Import Report - provides date, time and quantity details of processed file. o Presort Reports - postal presort summary reports which show sort order, mailing costs and discounts. o Tray Label (2 files) - bulk mail tray label PDF file for printing and tray label detail text file. o Month, Year, Filename Corrected - entire billing file that includes bills who s addresses have been postal certified and will mailed at a discount. o Month, Year, Filename Non-Corrected entire billing file that includes bills who's addresses cannot be postal certified and are mailed at full rate. 9 Page

10 This page reports billing customer account summary and details, including payments. Download csv download comma delimited file of charges for external processing. Sort Name, Start Date or Last Pay Date ascending/descending by clicking the link on their name in the column title. Click link on individual Name field to view detailed information. Find account find a specific customer by Account number. 10 Page

11 Customer Details This page provides specific customer details including billing/ address, start date, amount due and payment history. Print this page link shows a stripped down version suitable for printing. 11 Page

12 Hand Entry Form for hand entry processing of credit card/e-check. All fields are required and upon submission the user is forwarded to the bank processing page. Normally each service company is integrated to their current credit processing provider. Below the entry form is a descending date list of the hand entered online payments. 12 Page

13 Mailings Billing and mailing details and postage costs for each job/file. Download csv download comma delimited file of mailings for external processing. 13 Page

14 Payments Online payment details for hand entered and billing customers. Download csv download comma delimited file of mailings for external processing. There are 4 options for time period - 1 day, 7 days, 31 days or all. Find account find a specific customer by Account number. Click link on individual Name field to view detailed customer information. 14 Page

15 Uploads Customer file upload section for secure uploading of raw data files to be processed/mailed and includes a list of current/historical files with links to delete. Upload File browse to find local file to be uploaded for processing. File Notes - additional comments/messages on the upload file. Insert Required - is an additional insert to be included with this bill set. Resulting processed files and postal reports are available in the Downloads section. 15 Page

16 Help Detailed information about each screen, pretty much this document without the pictures. Form and Postal Utilities for the Cloud software by: A PC Company, LLC 1402 Lake Tapps Pkwy, Suite 104 Auburn, WA info@apccompany.com Billing, Mailing and Cloud services by: PC Mailing Systems, LLC PO Box 1588 Woodinville, WA info@pcmailsys.com 16 Page