Billing Information

Set your Billing Information here. These fields may automatically be populated from your preferences settings, retained from a previous mailing or applied from a Mailing Folder Template. This is the first section to complete when you describe your Mailing.

Note: this section may be hidden. Because this information typically remains unchanged between mailings you are able to Hide this section to allow a larger display area for the remaining order entry areas.

  • Click Hide to collapse this section and resize the screen. The next time you open or create a new mailing this section will be hidden.
  • Click Show to expand and show the section.

Set your Billing Information:

Select the following for this mailing:
Contract: all available contracts, including the current Mailed on Behalf of customer if applicable, will be available for selection.
Paid By: all paid by customer numbers that are available to you will be available for selection.
Method of Payment: payment methods are based on your customer number and may include account, credit card and meter.

If credit card is available and selected you will enter the required credit card details when you Transmit your mailing.

If meter is available and selected you must ensure the Meter information is set up in your preferences.

For more information on setting up a meter see the Help topic: Meter information

Receiving Location: select where payment for this mailing will be made. This may be different than where the mailing is deposited. The list displays the Favourite Postal Outlets that have been selected in your Data Maintenance. You are able to edit this list by clicking on the edit icon . The Data Maintenance Favourite Post Office will open.

For more information on setting up Favourite Post Offices see the Help topic: Favourite Post Offices

Next step: Enter Mailing Characteristics