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Download USPS Postage Purchase History - ShippingEasy | How To

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IMPORTANT:

ShippingEasy will be converting our USPS postage provider to Stamps.com beginning in February. During the conversion process, the information in this article will change.

  • If your account has not been converted to a Stamps.com postage account, please proceed with How to: Obtain my Endicia refund and transaction history. Learn more about our conversion process.
  • If your account has been converted to a Stamps.com account, please follow the steps under How to: Obtain my Stamps refund and transaction history.

How to: Obtain your Endicia refund and transaction history

ShippingEasy partners with Endicia to provide USPS rates. All USPS postage purchases are made via your Endicia account.

Get started by logging into your Endicia account at www.endicia.com/login with your login credentials. Learn more about logging into your Endicia account.

You can see all recent transactions made in your Endicia account by scrolling down to the Quick Links box and clicking on Account Transactions:
endicia_quick_links_account_transactions.PNG

If you would like to see a detailed breakdown of your postage balance purchases and refunds, you can follow these steps:

  1. Go to My Account >> Reports >> Account Transactions.
    endicia_accounts_reports_account_transactions.png
  2. Set the search criteria:
    • Report Type: Set to Postage Purchases.
    • Range (Month| Period| Day): Maximum range is 12 months or 365 days.

      endicia_set_date_range_transaction.PNG
    NOTE: If you select Report Type "All Transactions", you can only view a date range of 1 month or 31 days. If you are outside that range you will see an error message: all_transactions_endicia.png
  3. Submit your search criteria.
  4. Review the data.
    Screen_Shot_2017-01-31_at_1.56.42_PM.png
    • Type: Postage Purchase indicates a purchase within ShippingEasy.
    • Type: Postage Refund: indicates a postage refund by Endicia.
    • Amount: reflects how much is added to your Postage Balance.
    • Balance: deposits are listed as oldest to newest, so with each deposit, the "Balance" will increase from the previous line.
    • When viewing "Account Transactions" for an Endicia First Class account, an "Authorization Number" will also be shown for Postage Purchase refunds, which when clicked, will link to a specific refund recordScreen_Shot_2017-01-31_at_2.02.06_PM.png

How to: Obtain your Stamps refund and transaction history

ShippingEasy partners with Stamps to provide USPS rates. All USPS postage purchases are made via your Stamps account. If you would like to see a detailed breakdown of your postage balance credits and expenses issued to your account you can obtain this information from Stamps.com.
Get started by logging into your Stamps account at www.Stamps.com/login with your login credentials. Learn more about logging into your Stamps account.

  1. Go to Reports >>Balances on the left side of the page
    stamps_reports_balances.PNG

  2. Set the search criteria:
    • Date: Set the date range to the view you would like to see data for.
      Stamps_report_date_range.png
    • Interval: You can change the interval through which to view data: Days, Weeks, Months, Quarters, Years.
      stamps_reports_interval.png
  3. Your search criteria will populate on the Reports page.
  4. Review the data.
    • Beginning Balance
    • Funds Credited
    • Funds Printed
    • Funds Added
    • Ending Balance

How to: Confirm that specific refunds have been approved and credited

If you want to confirm that specific refunds have been approved and credited back to your postage balance, follow these additional steps.

  1. Log into ShippingEasy and navigate to SHIPMENT HISTORY.
    Shipment_History_dropdown.png
  2. Using the "Status" filter on the left hand menu, filter for just your Cancelled orders.
  3. Note the "$Shipping" amount and "Ship Date". Click the tracking number to find the service purchased. This will tell you which account to pull up.
  4. Continue from "Step 2" in the section above (How to: Obtain your refund and transaction history). Select the "Month" by referencing the "Ship Date" of the cancelled order PLUS 14-21 days (the time it takes to issue a refund).


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