We understand that every business has unique needs and preferences when it comes to handling mail.
That's why our platform allows you to customize the allowance of Action Requests for each Service Plan. This means you can tailor the experience to best suit your business and your customers.
Navigating to Service Plan Allowances
Click Customers from the top menu
Click Service Plans from the side menu
Select the Service Plan you wish to edit, and click on Action Request tab
Select Service from the drop-down and input data under Allowance box from the sub menu
Terminology Explained
Not Offered: The service is not offered under the selected Service Plan
Restricted: The service is offered, based on the allowance set forth
Unlimited: The service is offered on an unlimited basis
Allowance: For restricted services, how many times that service may be used in a month before the customer incurs additional charges.
Extra Count: For each count, or fraction thereof, the customer goes beyond their allowance, they will be charged the Extra Fee
Extra Fee: The additional fee to be charged for exceeding an allowance.