Quick Start: Settings
Step 1: Connect carrier accounts
Set up my carrier accounts in ShippingEasy | How To
ShippingEasy simplifies your shipping by bringing all your carriers into one space. Tap into the best USPS and UPS rates with your free One Balance account o...
One Balance Account Refunds and Transaction | FAQs
Find the information you need to cancel a label and get a refund in ShippingEasy for One Balance.
How do I get a refund for label purchases?
You will need ...
One Balance and Carriers | FAQs
ShippingEasy One Balance offers a single account for use with multiple carriers.
Funds for ShippingEasy One Balance cover connected USPS and UPS accounts....
ShippingEasy's USPS Rate Tables
ShippingEasy offers a range of rates on USPS shipments. Learn more about our rates.
Find available USPS rates and the corresponding ShippingEasy plan detaile...
Step 2: Configure label and packing slip settings
How to: Save my shipping labels settings
We've made label options a cinch with ShippingEasy - just set it and forget it! Once you've selected your preferences, you'll never have to make a change aga...
How to: Print Packing Slips with my shipping Labels
If you would like to print a Packing Slip with your Label, there are a few options available!
Choose a label setting that always combines your Packing Slips...
Customize USPS Domestic Labels | How To
ShippingEasy supports four label options for 4"x6" USPS domestic shipments. Each option provides quick access to additional information about your shipments ...
Add a Logo to Shipping Labels | How To
Adding your logo to your shipping labels add strength your brand by increasing customer recognition while expressing your company's personality. In addition ...
Customize FedEx Shipping Labels | How To
ShippingEasy supports displaying custom label options on FedEx shipping labels.
The REF, INV, and PO files can be configured to display any of the following ...
Customize UPS Domestic Labels | How To
ShippingEasy supports selecting one of four custom label optionsto be displayed on UPS domestic shipping labels, in the REF1 and REF2 fields.
Each custom opt...
Step 3: Customize shipment notifications
Send a Shipping Confirmation Email to my customers | How To
ShippingEasy offers automatic shipment notification emails to be sent to your customers which include their shipment details and tracking number. These notif...
Send Prepaid Return Shipping Labels to Customers | How To
When purchasing prepaid return shipping labels, you may want to email the labels to your customers. ShippingEasy has you covered!
Set up individual preferenc...
How to: Create a new Email Template
ShippingEasy can automatically send email messages to your customers letting them know when their order has been shipped and also when a return label is need...
How are the variables on my Email templates mapped?
Email templates use variables to reference information from your ShippingEasy account and orders. These unique values are automatically populated to your shi...
Disable Customer Shipment Confirmation Emails | How To
Buyers love to know when their package is on its way! By default, ShippingEasy will send you customers shipment notification emails after a label has been pu...
Sending Copies of Customer Notification Emails | How To
By default, ShippingEasy will send you customer shipment notification emails after a label has been purchased for their order. In addition, if you provide an...
Step 4: Save your custom packaging
What are custom packages?
If you use your own packaging, then ShippingEasy's custom package settings are for you. Stored in your PACKAGE SETUP settings, custom packages allow you to s...
Save a custom package | How To
A saved custom package allows you to move quickly through the shipping process by automatically filling in your package dimensions onto the READY TO SHIP pag...
What is Add to Weight in the Package Setup?
This feature allows you to account for any additional weight that your box and/or packaging will add to a shipment to avoid insufficient postage issues.
It...
What is Override weight in the Package set up?
This feature allows you to automatically override (or populate) the shipment weight based on the package you choose.
It is accessed in PACKAGE SETUP under t...
Edit a Custom Package | How To
To save time when selecting a carrier and service in the READY TO SHIP page, ShippingEasy allows you to save packages within your Account Settings. If you ne...
How to: Delete a custom package
To save time when selecting a carrier and service in the READY TO SHIP page, ShippingEasy allows you to save packages within your SHIPMENT SETTINGS. If you h...
Step 5: Setup shipment settings
Favorite Settings: Basic & Advanced
Welcome to ShippingEasy! To get started, log into ShippingEasy and visit our Welcome page to walk through the first steps.
Then customize your account by con...
Save my shipping presets for future shipments | How To
Shippers who regularly send out similar packages can take advantage of time-saving features like Shipping Presets on the ORDERS or READY TO SHIP page.
Shippi...
Fully Insure Orders Over a Minimum Value | How To
Many of our shippers like to insure their packages based on their customers’ order total. This article will explain, step-by-step, how to ensure that orders ...
Edit International Shipments Settings | How To
ShippingEasy allows you to save International shipment information within your Account Settings to save you time when organizing your international shipments...
Find Harmonized Code for Products | How To
While it's not required, using Harmonized Codes for your international shipments will help your packages move through customs more quickly. If you don’t know...
Step 6: Automate your processes
How to: Edit or delete a Shipping Rule
While Shipping Rules allow you to automate the processing of your orders within ShippingEasy, it is sometimes necessary to edit or delete them.
To edit or d...
ConnectEasy Setup for Multiple Users | How To
If you have added multiple users to your ShippingEasy account, ConnectEasy provides the option to assign specific printers and scales for each user. This all...
Categorize Orders | How To
ShippingEasy’s Order Category feature is a great way to stay organized. With this feature, you can label and organize your orders in any way you want! This m...
How to: Create a Shipping Rule
Shipping Rules allow you to automate the processing of your orders within ShippingEasy. Using simple If... Then... statements, you dictate actions that Shipp...
Add Product SKUs to my Product Catalog | How To
ShippingEasy's Product Catalog provides a centralized hub to store all your product information. This information is then used to update your orders automati...
Create a Product Category | How To
ShippingEasy's Product Catalog includes a useful feature called Product Categories - a tool to group many SKUs into a "Master SKU". Use the "Master SKU" in a...