Managing Your Postage Funds | Pitney Bowes DM550, DM500 guide

6 • Adding Postage

Managing Your Postage Funds

1ConnectingYour Postage Meter to a

LAN

Refer to the appropriate section listed here for checking funds and account balances and adding postage when using the Postage By Phone® Meter Payment System.

1Connecting Your Postage Meter to a Local Area Network (LAN) - Refer to this section if you are using your organization’s Local Area Network and an approved connection device. This is the recom- mended method.

2Connecting Your Postage Meter to an Analog Phone Line. If you do not have a LAN connection, refer to this section to see how to con- nect your postage meter to an analog line. This shows the recom- mended connections for when the analog line is close to your mailing system, and when you have to remove the IntelliLink® Control Center and take it to a remote location.

3Checking Available Funds in Your Meter. Follow this procedure to see if you have sufficient funds in your meter.

4Checking Your Postage By Phone® System Account Balance.

Follow this procedure to see how many funds are in your account.

5Adding the Postage. Follow this procedure to add postage from your Postage By Phone® System account to your postage meter.

6Postage Pass - Automated Postage Refill. Follow this procedure to set up automatic postage refills on your postage meter.

Adding postage funds to your system is fast, easy, and convenient. Con- nect to the internet (and to Pitney Bowes) using your organization’s Local Area Network (LAN).

NOTE: If a LAN connection is not available, you can connect via analog phone line. Refer to 2, Connecting Your Postage Meter to an Analog Line Phone Line in this chapter for more information.

Plug one end of the Ethernet cable (supplied) into the internet source and the other end into the USB adapter. Plug the USB adapter into one of the available USB ports on the back of your DM Series™ machine base as shown here.

USB network adapter plugs into the

DM Series™ base USB connector

LAN Internet cable	USB connectors on the
	USB connectors on the
	DM Series™ base

Visit www.pb.com/constantconnection for more information.

6-4	SV61436 Rev. D

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Pitney Bowes DM550, DM500 manual Managing Your Postage Funds, Checking Your Postage By Phone System Account Balance

Contents

DM500 and DM550 Series Page SV61436 Rev. D Alerting Messages FCC Compliance FCC Compliance of Modem Page Table of Contents Page Pitney Bowes Contact Information List PB Web SitesOur Help Desk Postage By Phone System Pitney Bowes SuppliesPage Read This First What’s in this Guide Other Information Read This First Usps Requirements Safety RequirementsWhat You Need to Know Read This First OFF Read This First Contents Introducing the DM Series Mailing System Meet the DM500 and DM550 Series Digitial Mailing System Introducing DM Series Mailing System Features and Benefits Meet the DM500 and DM550 Digital Series Mailing System Variety of Communications Options Accounting and Reporting Shape Based Rating Quick Reference Card Set These Parts of the Mailing SystemMailing System Exterior Meet the DM500 and DM550 Digital Series Mailing System Dual External Device USB Ports Serial Port Connector Top release jam lever Seal bottle Under the DM500 and DM550 Series Print Cover Function Keys SV61436 Rev. D Main Screen Connectors on the Back of the IntelliLink Control Center Meet the DM500 and DM550 Digital Series Mailing System Mail in a Minute Mail in a Minute Preparing Your Mail Running the Mail Select Key In Postage Printing Postage Tapes Running Mail Select Mode Navigating Hints Applying Postage Running Mail Feeding Mail or Printing Tape? Determining the Correct Postage ModeChart a Printing on Mail Chart B Postage Tape Mode Chart C Mail Modes with no Postage Preparing Your Mail About Running Mail Adding Postage in this guide Tips on Feeding Mail About Printing Postage Tapes While your mailing system processes the mail, the screen Selecting the Postage Mode and Running the MailMode Selection Reduced Speed Mode Selection Key in Postage WOW Weigh On-The-Way Select WOW Weigh on the Way Mode Selection Weigh First Piece Differential Weighing Select Weigh First PieceTo use differential weighing Select Differential Weighing Mode Selection Manual Weight Entry Select Manual Weight Entry Mode Selection Attached Scale Mode Selection Seal Only Mode Selection Time and Date Stamping Selecting an Account Manually Selecting or Deselecting an AccountSelecting an Account Selecting an Account by Speed Code Deselecting an AccountSelecting an Account by Name Selecting the Class, Carrier, Special Services or Options Selecting ZIP Codes and Zones Selecting a Country Selecting a Smart Class Selecting the Meter Stamp Options Meter Stamp Options DateMeter Stamp Options Advertisement Select Meter Stamp Options Select Meter Stamp Options, then select Text Entries Postage Calculation for Confirmation Services Discounts for Confirmation ServicesOverview Sending Your Records to Pitney Bowes Using Confirmation Services Before Printing Postage Adding Services or Making Changes Adding Confirmation Services After Printing Postage SV61436 Rev. D Confirmation Services Installation/SetupPress Existing Features Press Confirmation Services Setup Options Select Confirmation ServicesProcessing Electronic Return Receipt Select E-Ret Receipt Enter the Usps tracking barcode number Using ERR With a Customer Reference Number Processing ERR with a Customer Reference Number Select Certified Select Offline eRR Off-Line Electronic Return Receipt ERRSelect 1stCl Letter To add more postage ClearingBatch the Count To change the date Mailing System Setup Contents Mailing System Setup Overview Mailing System Set Up Setting the Display Language Adjusting Display Contrast Setting the Date and Time of Day Setting Up a Supervisor Password Setting Up a Lock CodeCreating a Supervisor Password Password Protecting an Operation Setting Up the Scale and Selecting Rates Scale/RatesClass if new Piece, Dest. if new Piece and Dest. if new Class options allow Select WOW Weight Limit Select WOW Start Key Select Carrier/Class Disp Select Class if new Piece Scale/Rates ZIP/Zone Prompt Scale/Rates Destination if New PieceScale/Rates Autoclear Destination Value Scale/Rates Add ZIPs to Zone Select BMC Intra ZIPSelect Add ZIPs to Zone Select Discount Code Scale/Rates Smart Classes Creating a Smart Class with an Auto Inscription To set the next weight break point, select Add Another Class Setting Up a Smart Class with an Auto Inscription Scale/Rates Auto Rate Large Envelope Modifying a Smart Class with an Auto InscriptionSelect View Detail Select Modify Auto Ad/Inscription Yes, Post as Flat Setting Up Postage By Phone Meter Payment System Select Dialing Prefix Select My Phone # Phone/Network Set Up Use LAN Firewall Settings Phone/Network Set Up Network Settings Configuring High/Low Funds Warning Configuring Low Ink WarningPhone/Network Set Up Remote PC Refill Setting the Low Funds Warning Value Select Basic Settings and then Timeouts Select System Sleep Timeouts Display Sleep Energy StarStandby Mode Least Power Usage SV61436 Rev. D Defining Presets Timeouts Transaction Press the screen key for Store Current Setting to Preset Defining Normal Preset ValuesPress the Custom Presets key Defining Custom Preset Values Select Store Current Setting to Preset Store Advance Date in a Custom Preset Editing Custom Preset Values Viewing, Renaming, or Deleting Presets Specifications Sample Select Set Up, then select Text Entry Set Up Postal Rules and GuidanceCreating a Custom Message for the First Time Adding Additional Custom Messages Editing a Custom Message Deleting a Custom MessageSelect Meter Stamp Option, then select Text Entries Envelope Guidance Drop Shipment Endorsement Taking the Meter Out of Service Adding an Optional Printer Configuring the Optional Barcode Scanner Setting Default Scan Type Adding Barcode Prefixes Combining Barcodes Setting Auto-Enter Adding Postage Postage By Phone Meter Payment System Your Postage Meter Usps Rekey Requirements Connection Alternatives Review Managing Your Postage Funds Checking Your Postage By Phone System Account Balance Connecting Your Control Center to a Remote Analog Line CheckingAvailable Funds in Your Postage Meter Adding Postage Pass Automated Postage RefillPostage meter, follow these steps Select Quick Refill, or Other Refill Amount Recommended Minimum Default $2000 $8000 $1000 $5000 Setting an Account Period Standard Accounting Standard Accounting Using Account Setup Procedures Overview of Accounting Before Using Setup Procedures CreatingAccountsSelect View Accounts Select Create Account/Sub Select Create Account/Sub Setting an Account Period EditingAccounts Select Edit Account DeletingAccounts Delete TurningReset Individual Accounts On or Off Select Transfer Entire Amount, or TransferringFunds AccuTrac Selecting an Accounting TypeStandard Your Accounting System Features Account Structure Hierarchy Examples Engineering Standard Accounting Reports Introduction Viewing a Report Printing a Report Introduction Viewing a Report Printing a Report Single Account Report Report Print QueueScreen Display Printed Report Multi-Account Summary Report Internal Printer Version External Printer Version Last Five Refills Report Printed Report Attached Printer Confirmation Services Report System Printer RequiredPrinted Report System Printer Account List Report External Printer Required Funds Report System Set Up Report Error Report Job Report DDDDDGGGGG1245 View Download Log Report Installed Pending Rates ReportLast Rates Downloaded Report Reports Contents Items to Keep On Hand Maintaining and Updating Maintaining and Updating Items to Keep On Hand Cleaning the ExteriorTape Maintenance Select Maintenance Select Load Tape Select Unload Tape Tape is still on roll Seal Sealing Solution Maintenance Moistener Maintenance Moistener brush button Moistener brush assembly Cleaning or Replacing the Wick Metal shield SV61436 Rev. D 14-18mm0.55-0.71 Printer Maintenance Select Maintenance Select Maintenance Select Print Test PatternNo, clean the print nozzle screen key. Go to step Replacing the Ink Cartridge Maintaining and Updating Changing the Printhead Printhead cover Proceed to Changing the Wiper Blade Assembly section Changing Wiper Blade Assembly Select Maintenance Select Replace Wiper Blade Assembly Performing Updates or Adding Features Maintaining and Updating Troubleshooting How to Troubleshoot your Mailing System Ink Waste Full Tray Warning Envelope Sealing Problems Description Possible Causes Solution Envelope Feeding Problems Select Sealer off To clear a jam in the WOW deck To clear a jam from the transport deck Tape Feeding Problems Printing Problems Refer to the Changing the Printhead Postage Refill Problems Display Problems Weighing Problems Scale To test the scale Supplies and Options Comsumables You Can Order Confirmation Services LabelsSupplies and Options Specifications Specifications SpecificationsDimensions and Weight Electrical and Operating Conditions Capacities and Features DM500 DM550 Specifications Accounting Features Mailing Materials Maximum Minimum This page intentionally left blank Glossary Glossary PSD Device PSD Usps Glossary Index 10-5,10-6,10-7 Password Tape Page SV61436revd