Managing your payment methods in PitneyShip

You can manage the payment methods used to pay for your USPS postage and for your subscription.

Note:  Purchase Power and Reserve Accounts can only be used for postage payments. If you use Purchase Power or a Reserve Account and wish to change to a different method, or if you use a credit card and wish to change to Purchase Power or a Reserve Account, please chat with us.

Only users with an Admin role can perform this procedure.

• Adding a credit card
• Adding a bank account (ACH)
• Choosing which method is primary or backup
• Updating your credit card information
• Deleting a payment method
• Selecting a payment method for FedEx labels

Adding a credit card

1. Sign in to PitneyShip.
2. Select Settings > Payment Methods.
3. Select Add Credit Card.
4. Enter the credit card information and click Submit.

Adding a bank account (ACH)

• At this time, Bank account (ACH) payments are available to select customers only.
• Bank account (ACH) payments can only be used to pay for postage, not for your PitneyShip subscription.
• You may only add one bank account.
• In order to add a bank account, you must also have a credit card as a backup method
• If the ACH payment fails, your credit card will automatically be charged.
• If an ACH payment fails, then the account will be disabled in the system and you will not be able to use it for postage going forward.

1. Sign in to PitneyShip.
2. Select Settings > Payment Methods.
3. Select ACH Payments under Add Payment Method.
   
4. Select Continue, provide the requested information about your company, and select Continue.
5. Once the Plaid window loads, select Continue.
   
6. Select Instant or Manual, depending on which method you wish to use to connect your account, then select Continue.
   • Instant: Enter your bank account username and password:
     1. Select your financial institution.
     2. Enter your username and password and click Submit.
     3. Select the account you wish to use and click Continue.
     4. Once the Success message appears, click Continue.
   • Manual: Enter your bank account details manually:
     1. Enter your Routing number and select Continue.
     2. Enter your Account number and select Continue.
     3. Enter your Name and select Continue.
     4. Select the account type and select Continue.
     5. Select Authorize.
     6. Select Continue.

The bank account will automatically be set to the primary payment method for postage payments, with your credit card set as the backup method. To change this, see the next section.

Choosing which method is primary or backup

1. Select Settings > Payment Methods.
2. Expand the account you wish to set as the primary payment method.
3. Select Edit Usage Preferences.
   
4. Select the Primary box next to Postage to make this the primary payment method for postage refills. Select the Primary box next to Subscription to make this the primary payment method for subscription payments.
   
   Note: ACH payments cannot be used to pay for your subscription.
   
5. Select Save.
6. Expand the account you wish to set as the backup payment method.
7. Select Edit Usage Preferences.
8. Select the Backup box next to Postage to make this the backup payment method for postage refills. Select the Backup box next to Subscription to make this the backup payment method for subscription payments.
   
   Note: ACH payments cannot be used to pay for your subscription.
9. Select Save.

Updating your credit card information

1. Select Settings > Payment Methods.
2. Expand the credit card you wish to update.
3. Select Update Credit Card Info.
4. Update the information as needed and click Submit.

Deleting a payment method

The primary payment method cannot be deleted. To delete a payment method, first set a different one to primary.

1. Select Settings > Payment Methods.
2. Expand the account you wish to remove.
3. Select Remove.

Selecting a payment method for FedEx labels (Pitney Bowes FedEx Rate Accounts only)

If you have a Pitney Bowes FedEx Rate Account, you can select a payment method for labels created with that account. Note: FedEx labels that are created with a non-Pitney Bowes FedEx Rate Account will be billed to you by the carrier as usual.

1. Select Settings > Payment Methods.
2. Select the Preferences tab.
3. From the PB-Fedex Rates Account Labels menu, select the payment method you wish to use for FedEx labels that are created with your Pitney Bowes FedEx Rate Account.
4. Select Save.