How to Pay Intelliprint

We offer three convenient payment options to suit your needs:

1. Prepay: Add credit to your account and use it to pay for your letters as you go. This option gives you full control over your spending and allows you to easily manage your budget.
2. Pay Later: Set up a Stripe direct debit mandate, and we’ll automatically charge you for any letters sent during a particular month. With no contracts or minimum spends, you’ll only ever pay for what you send.
3. Invoice: We can send you an invoice to be paid within 30 days. This option is great for businesses or individuals who prefer to receive a bill at the end of each month rather than paying upfront.

To prepay:

1. Sign in to your Intelliprint account.
2. From the left menu, click “My Account.”
3. Click on “Billing.”
4. On the billing page, click “Deposit” next to your current balance.
5. Enter the amount you wish to add and proceed with the payment process.
6. Your updated balance will be displayed on the billing page, and you will receive a notification when your balance falls below the cost of your mailing.

To Pay Later:

1. Log in to your Intelliprint account.
2. From the left menu, go to “My Account” and click on “Billing.”
3. Click on “Add Bank Account.”
4. Fill in your BACS details and address in the Stripe form.
5. Accept the terms and conditions.
6. Click “Set up Direct Debit.”

With this option, you only pay for what you send. There are no monthly charges, and you’ll only be charged for items submitted via your account within a given month. We’ll send notifications several days before a payment is taken, so you’ll always know when to expect a charge.

To pay by invoice.

If you prefer to pay by invoice, we can help you get started. Simply reach out to us via our live chat option, contact form, or by emailing [email protected], and we’ll guide you through the setup process.

Billing tab summary

From the billing tab you can also see all balance transactions and get receipts / download invoices

How to send multiple letters at once

Sending multiple letters at once can be a time-saving and efficient way to streamline your mailing process. To do this, you can prepare your letters into a single document using tools such as Mail Merge. Mail Merge is a feature in software applications such as Microsoft Word that allows you to combine a list of addresses with a template letter to create multiple personalised letters.

The process involves creating a list of recipients and their respective addresses, designing the letter template, and then merging the two to produce a set of unique letters. This can be particularly useful for businesses or organisations that need to send out mass mailings, such as newsletters, promotions, or event invitations. By using Mail Merge, you can save time and resources while ensuring that your correspondence is personalized and targeted.

For more information, you can visit Microsoft’s guide by clicking on this link provided.

https://support.microsoft.com/en-us/office/use-mail-merge-for-bulk-email-letters-labels-and-envelopes-f488ed5b-b849-4c11-9cff-932c49474705

How to upload your documents

How to Prepare and Submit your Letters

How to split a document into separate letters for bulk mailing:

1. Access the print preview page of your document.
2. Click “Split into several letters” from the print preview page.
3. Choose the splitting option that works best for you: split by a set number of pages or by using a unique word or phrase on the first page of each letter.
4. Follow the prompts to complete the splitting process.

How to add additional documents to individual letters:

1. Access the print preview page of your document.
2. Click “Add additional documents” from the print preview page.
3. Upload the additional documents you wish to append to each letter.
4. Rearrange the order of the additional documents to suit your needs.
5. Follow the prompts to complete the appending process.

Other features you may find helpful:

• • Printing options: choose double-sided printing and mixed page sizes.
  • Postage services: choose from a range of options including international delivery.
  • Envelope sizes: select from C5, C4, C4+ padded envelope, or A4 box.
  • Background: customize your letter background to include your own design or logo.
  • Email confirmation: receive a confirmation email once your letters have been sent.
  • Confidentiality: protect your data with secure and confidential handling.

Print History

If you want to keep track of your past print orders, you can easily do so by accessing the Print History tab on your account. This tab stores all the documents you have uploaded, including drafts, sent, cancelled, and pending orders. Here’s how you can access and view your print history:

1. Log in to your account and click on the “Print History” option located on the left-hand menu.
2. Once you are on the Print History page, you can filter the list by the status of the order using the drop-down menu. You can also sort each column by clicking on the column name.
3. Clicking on an item in the list will take you to the Print Preview page (if the item is still a draft) or the Print Order page.
4. On the Print Order page, you can view a breakdown of the order, including the amount, number of pages and letters, the splitting option used, postage services selected, upload and confirmation times, ideal envelope, double-sided print status, print quality, selected mail date, and confidentiality.
5. You can also view a running breakdown of each letter in that order. Click the “Open PDF” button next to each letter to see the document. If you have used a signed-for service, tracking numbers will be displayed against each letter.

By following these simple steps, you can easily view your print history and keep track of your past orders.

How to Add Users and Teams

Intelliprint allows you to easily manage multiple users and groups of users through the use of Teams. Teams enable you to group users and set default options for all members of each team, making it easy to ensure that all members of a team are working with the same settings and preferences. Here’s how to create and manage teams:

Step 1: Access the “Users” Page To begin

click on the “My Account” tab and then the “Users” tab. This will take you to a page where you can view all users and teams on your account and add new users and teams.

Step 2: Add a Team

To add a new team, scroll down the “Users” page until you reach the “Teams” section and click the “New” button. Give your team a name and then click “Manage” to change available default settings for the team.

Step 3: Manage Your Teams

The “Manage” option allows you to adjust the default settings for your team. For example, you can set the default letterhead to be used for all letters sent by members of the team or set the default postage class for all letters sent by the team. Note that assigning backgrounds to a team is handled from the “Backgrounds” tab.

Step 4: Add Users to Your Teams

To add a user to a team, navigate to the “Users” page as described in Step 1. Click “New” next to the “Users” section of the page. Enter the user’s email address, select their role, and then assign the user to the desired team. Finally, click “Invite” to send an email inviting the user to join the system.

Step 5: Understand User Roles

Different user roles have different privileges within Intelliprint. Here’s a summary of the primary privileges for each role:

• Standard: Can send mail, view mail submitted from their account, select premium postage, and view returned mail they have submitted.
• Team Leader: All privileges of a standard user, can view all items submitted or returned by users of that team (except for items marked confidential).
• Team Admin: All privileges of a Team Leader, can add users to a team.
• Admin: All privileges of a standard user, all privileges of a team leader and team admin, can view all mail on the account (except for items marked confidential), and can set up new teams.
• Owner Account: All privileges of Standard, Team Leader, Team Admin, and Admin roles. Can view and manage billing reports, change billing details, and add new admins/leaders.

Keep in mind that the different user roles have different privileges within Intelliprint, as summarised in the list above.

How to View Returned Items in Intelliprint

With Intelliprint, you don’t have to worry about handling returned items. We offer a free return to sender monitoring service where any item returned for any reason is logged in our system. You will receive notifications for each returned item along with the specified reason, if any. This makes return management hassle-free and helps you keep your records updated.

Undelivered Mail Reports are a valuable feature in Intelliprint that helps businesses manage their printing and mailing processes more effectively. Follow these steps to view and manage returned letters:

Step 1: Navigate to the “Undelivered Mail” Tab

Log in to your Intelliprint account and select the “Undelivered Mail” tab in the interface.

Step 2: View the List of Returned Letters

You will be able to view a list of all the letters that have been returned. Check the items marked as returned by clicking on the item. If needed, you can download the individual letter by clicking the “PDF” button.

Step 3: Take Appropriate Action

By having access to the returned letters, you can take appropriate action to resolve any issues and ensure that your messages reach their intended recipients.

Benefits of Using Undelivered Mail Reports

Undelivered Mail Reports are an essential tool for businesses that rely on printing and mailing to communicate with their customers. With this feature, businesses can easily manage returned letters, reducing the amount of time and effort required to resolve any delivery issues.

Conclusion

Whether you’re a small business or a large corporation, Undelivered Mail Reports are a must-have tool for anyone looking to streamline their printing and mailing processes. With its easy-to-use interface and comprehensive functionality, Intelliprint provides businesses with the tools they need to ensure that their messages reach their intended recipients.

How to view Reports

Intelliprint’s reporting dashboard provides valuable insights into your mailroom operations, allowing you to optimise your processes and save time and resources. Here’s how to access and use the reporting tool:

1. Log in to your Intelliprint account and click on the “Reporting” tab.
2. On the reporting page, you can change the date range and drill down to a particular team or user.
3. Gain insights on important metrics such as the total spent (with VAT), letters sent, letters returned, pages, top users, top teams, most active days, most active dates, postage services used, envelopes used, printing quality used, splitting preferences, double-sided printing usage, and confidential printing usage.

By using Intelliprint’s reporting dashboard, you can gain valuable insights into your mailroom operations, helping you optimise your processes and save time and resources.