Simplify This Online Invoicing Service Instructions

You can send invoices to your customers directly from Simplifythis. Use Simplifythis to generate an email message with your invoice as a PDF document attached and send it to PostalMethods, where it will be sent as a postal letter within one business day.

Adjust invoice template:

As a preparatory step, we will need to customize the invoice template for use with PostalMethods. The recipient and return addresses need to be positioned correctly so they are clearly displayed through the envelope windows.

  1. Since Simplifythis templates are not fully customizable, we need to set up your account to extract the recipient address correctly. Please contact us and request to set up your account for Simplifythis.
  2. Sign in to your SimplifyThis account
  3. Click on the Settings link

    Send a letter from Simplifythis - Settings
  4. In the Account Settings and Preferences page > Invoice and Tax Preferences, set the Invoice Type to Generic:
    1. click on Change next to Invoice Type

      Send a letter from Simplifythis - Template settings
    2. Select the Generic invoice type and Save

      Send a letter from Simplifythis - Set Generic template
  5. Click Back To Application
  6. Send an invoice as a letter:

    1. Set the contact's email address:
      1. On the Invoices tab, under Contacts click on the contact you wish to send a letter to. Select Edit from the selection options

        Send a letter from Simplifythis - Edit Contact Selection
      2. Set the Primary Email to: and Save. You can copy the contact's existing email address into the Alternative Email box

        Send a letter from Simplifythis - Set email address
    2. Select an existing invoice you would like to send as a letter, or create a new invoice
    3. Edit the invoice as you like. when finished click Apply and Send

      Send a letter from Simplifythis - Send Invoice
    4. It is also possible to send an existing invoice appearing in the Activities table by clicking on Send in the Action column

      Send a letter from Simplifythis - Send Invoice from Activities

    An e-mail message containing the attached invoice is sent to PostalMethods. The address is extracted from the document; your invoice is printed, folded, inserted, stamped and delivered to the postal agency. You can see your letter being processed in the PostalMethods Control Panel Activity table.

    Please Note

    • The email account you are using in order to send the email message to PostalMethods must be defined as an Allowed Email Sender in the PostalMethods Security Settings tab.
    • You can send letters via PostalMethods by using other applications, by using your favorite office application, by using our "Quick Send" web form or by using our advanced Web Services (for developers).
    • You can simulate sending letters for free in order to see how your resulting letter and envelope will look like. There is no charge for these tests. You can view your letters in the PostalMethods control panel. To simulate a letter simply include this string: /Development anywhere in the Subject line of your email and your letter will be simulated instead of being delivered to the postal service.