Pitney Bowes SendPro C Lite User manual

Quick Start Guide
SV63313 Rev G
March 2020
Shipping & Mailing
Postage Meters
SendPro® C Lite, SendPro® C, SendPro®+
Quick Reference Guide
Finding the Product Code Number (PCN) and serial number 3
Navigating the Home screen 3
Printing a shipping label or printing postage on an envelope 6
Creating and printing a shipping label 7
Using cost accounts to charge back shipping label postage costs 12
Adding a Trackable Labels or Shipping Labels cost account 13
Creating an account for printing postage 14
Printing postage on envelopes 15
Feeding envelopes 16
Sending a First-Class letter envelope 17
Sending a large First-Class® envelope 18
Sending Certified Mail 20
Sending an international letter 20
Using USPS special services 21
Updating postal rates or software for printing on envelopes 21
Refilling postage for printing on envelopes 23
Sealing envelopes 24
Filling the moistener tank 25
Installing the ink cartridge 26
Printing a test pattern 27
Adding favorite apps 28
Creating presets for printing postage 28
Selecting a preset for printing postage 29
Ordering supplies from your device 30

Supplies, ink cartridges, and options 32
Pitney Bowes Quick Start Guide March 2020 2

Finding the Product Code Number (PCN) and serial
number
In order to find the correct information for your device, you need to know the model number.
To locate the (1) Product Code Number (PCN) and the (2) 7-digit serial number, check the label on
the rear of the device or under the display cover as shown here. Note that the serial number is blurred out
here for security reasons.
Navigating the Home screen
The Home screen on the SendPro C Lite, SendPro C, SendPro+ SendPro® C Auto machine provides
the starting point for creating either a shipping label or printing postage on an envelope.
Pitney Bowes Quick Start Guide March 2020 3

Creating shipping labels or printing on envelopes
For general purpose envelopes and post cards, print postage by tapping Envelope Printing or Print
on Envelopes. For important large envelopes or packages using USPS, UPS®, or FedEx® start
creating a shipping label by tapping Trackable Labels or Shipping Labels.
Note:Your device may have an earlier version of software where Create Shipping Labels is
Trackable Labels and Printing on Envelopes is Envelope Printing.
Using SendPro Apps
Tap on SendPro Apps to access to a variety of applications to support and enhance your device. For
example, you can check for rates and updates (Rates and Updates), get a history of shipping labels
created (Shipping History), or check the status of your network connection (Network Connection).
Pitney Bowes Quick Start Guide March 2020 4

You can also add your most frequently used apps to a list of favorites appearing along the bottom of the
Home screen.
Getting help on your device
Tap Ask SendPro Care on the Home screen to get information and help for your device. This includes:
lView alerts.
lGet information about your device- your account number, serial number and model number.
lAny error messages on your device, like "Cover open" or "Low Funds".
lA list of the most popular searches.
lAccess to PDF operator guides.
The toolbar
The toolbar located at the top of the Home screen appears at the top of every screen within the Trackable
Labels or Shipping Labels and Envelope Printing or Print on Envelopes applications.
This toolbar allows you to view and change settings and defaults values for your machine and the
Trackable Labels or Shipping Labels and Envelope Printing or Print on Envelopes applications.
(1) Back - Return to the previous screen.
(2) Home - Return to the Home screen from anywhere in Trackable Labels or Shipping Labels or
Envelope Printing or Print on Envelopes.
(3) You can also open the SendPro Care app by tapping on the question mark in the toolbar.
(4) Network - View the current network type (wireless or Ethernet) and status and strength (for wireless
connection). Allows you to turn wireless connection on or off. The icon here represents a wireless
connection.
(5) Settings - View or change your machine and application settings. For your device, this includes
adjusting the screen brightness, setting sound notification levels, and viewing wireless or Ethernet
connection information. For the Envelope Printing or Print on Envelopes this includes setting the default
postage refill amount, installing external scales and performing maintenance on the mail postage printer.
Pitney Bowes Quick Start Guide March 2020 5

For the Trackable Labels or Shipping Labels this includes managing your carrier accounts and setting up
your shipping label printer default values.
(6) Profile - View your profile (name and email for shipping label account), log out, or lock your SendPro
C device.
Printing a shipping label or printing postage on an
envelope
You can create either a shipping label or print postage on an envelope. For a shipping label, tap
Trackable Labels or Shipping Labels on the Home screen. For postage, tap Envelope Printing or
Print on Envelopes on the Home screen.
Use Trackable Labels or Shipping Labels to get the best pricing, free tracking, and detailed delivery
history for USPS package services. You can also send via UPS® or FedEx®. The packaging options
and benefits are almost identical.
Use Trackable Labels or Shipping Labels for the following
Thick envelopes Poly mailers USPS flat rate envelopes
USPS non flat rate envelopes Boxes USPS flat rate boxes
Pitney Bowes Quick Start Guide March 2020 6

USPS non flat rate boxes Tube
Use Envelope Printing or Print on Envelopes forthe following
Standard envelopes and postcards Large envelopes
Creating and printing a shipping label
Use Trackable Labels or Shipping Labels to get the best pricing, free tracking, and detailed delivery
history for USPS package services. You can also send via UPS® or FedEx®. The packaging options
and benefits are almost identical.
1. On the Home screen, tap Envelope Printing or Print on Envelopes.
2. Tap the carrier you wish to use.
Pitney Bowes Quick Start Guide March 2020 7

3. Verify that the sender address is correct. If not, tap on the Sender field and select a new address.
4. If cost accounts are enabled, you must select an account. If an account is already selected, verify
that it is correct. To change or add the account, tap the Cost Account field and select an account.
5. Tap Continue.
Pitney Bowes Quick Start Guide March 2020 8

6. Enter the recipient address manually, or tap the Address book icon to select one from the
address book.
7. Tap Continue.
8. Tap a package type.
Pitney Bowes Quick Start Guide March 2020 9

9. Enter the dimensions and weight of the package:
lTap each dimension and enter a value. Tap the green check mark when done.
lIf you have an attached scale, place the package on the scale and tap the Weight button. Tap
Scale and the weight appears. Tap Apply.
lIf you do not have a scale, tap on the Weight button and enter the weight, then tap Apply.
10. Tap Continue.
11. Tap the service you wish to use.
Pitney Bowes Quick Start Guide March 2020 10

12. To add additional services, tap Add additional services. If you are not adding any extra services,
go to step 14.
13. Select the desired services and tap Apply.
14. To print the label, tap Print.
15. On the Label Options screen, tap Format and select the printer format.
16. (Optional)To print a sample label, tap Print Sample.
Pitney Bowes Quick Start Guide March 2020 11

17. Tap Print again and the label prints.
lIf prompted, enter the Sender and Recipient's phone number (required for some services).
18. The carrier screen reappears.
Using cost accounts to charge back shipping label
postage costs
You can assign the costs for a shipping label to an account when you create the label. In order to use cost
accounts for label postage costs you need to turn on the cost accounts feature.
1. Open the Cost Accounts screen:
lTap Cost Accounts in the application drawer at the bottom of the Home screen, or,
lTap SendPro Apps on the Home screen, then tap Cost Accounts.
2. Tap the Cost Account settings icon in the upper right corner of the Cost Accounts screen.
If cost accounts are not enabled, you will see this screen.
Pitney Bowes Quick Start Guide March 2020 12

3. To enable, tap the slider next to Cost Account and slide it to the right so that it turns blue.
lIf you wish to make sure every label is assigned an account, tap in the check box for Require
cost account for all shipments.
4. Tap Apply.
Once you turn cost accounts on, you will need to have at least 1 cost account to print a shipping label
Adding a Trackable Labels or Shipping Labels cost
account
Enter cost accounts individually in the Cost Accounts application.
1. Open the Cost Accounts screen:
lTap Cost Accounts in the application drawer at the bottom of the Home screen, or,
lTap SendPro Apps on the Home screen, then tap Cost Accounts.
2. Tap Shipping Cost Accounts in the application drawer at the bottom of the Home screen.
3. Tap the plus sign +in the upper left corner of the Cost Accounts screen.
4. Enter the account name, up to 20 characters. Tap the green check mark when done. You can use
lower case letters, upper case letters, numerals and special characters for the account name.
Allowed special characters include:
l- hyphen
l_ dash
l' single quote
l@ at sign
l. Period
land optional description.
5. (Optional) Enter a description of the account, up to 200 characters.
Pitney Bowes Quick Start Guide March 2020 13

6. Tap Enter (green check mark) when done. You can use the same types of characters as for the
account name.
7. Tap on the option button for Active or Inactive, whichever is appropriate for this account.
8. To make this the account that is automatically used for all Trackable Labels or Shipping Labels, tap
the checkbox for Make this my default Cost Account.
9. Tap Apply.
To import or export multiple cost accounts, use SendPro Online. In your web browser, go to
https://login.pitneybowes.com/sendpro and sign in with your SendPro C user ID and password.
Creating an account for printing postage
Accounting is an optional feature. Contact your Pitney Bowes Sales Representative for information
about options and pricing.
1. Tap Envelope Printing or Print on Envelopes
2. Tap Account. A list of all available accounts is displayed.
3. Tap the Preferences icon in the upper right corner of the screen.
4. Tap Manage Accounts.
5. Tap Create new account
6. For a new top level account, tap Create a new account and fill in the required account fields
(Account name and Code) and any optional fields you want.
lThe Code is a unique code that you must assign to identify each account, sub account, and sub
sub account. This helps you locate accounts more easily later.
l(Optional) Enter a Description of the account up to 150 characters.
l(Optional) To create a password for this account, tap in the Password field. Passwords are
case sensitive, can be alphanumeric, and must be four characters in length. You will need to
enter this password to edit or process mail against the account.
7. Tap Active for the Status.
8. When finished, tap anywhere on the screen, but outside of the fields. The Cancel and the OK
buttons appear at the bottom of the screen.
9. Tap OK to save. The name of the new account is displayed.
l(Optional) To create another account, tap Create New Account.
l(Optional) To add a sub account to the account you just created, tap Add a Sub Account to
this account.
lIf you do not need to create any more accounts, tap Done.
10. Press the back arrow at the top of the screen to return to the account list.
Pitney Bowes Quick Start Guide March 2020 14

Printing postage on envelopes
The Envelope Printing or Print on Envelopes screen is the starting point for printing postage on an
envelope or tape. It also allows you to change what you print on the envelope.
To open the Envelope Printing screen, tap Envelope Printing or Print on Envelopes.
On this screen, you can:
1. Tap the weight icon to view the weighing options (enter weight manually or using a scale).
2. View the balance of funds you have remaining in your device.
3. Tap the date to view the date options.
4. View the total postage amount.
5. Preview or add graphics.
6. Tap Start to begin feeding and printing postage on the envelopes loaded on the feed deck. The
Start button is only present on SendPro C models equipped with an automatic feeder.
7. Tap Tape to begin printing postage on tape. To print more than one tape, tap on the number in the
Tape button and enter the number of tapes. The Tape button is only present on SendPro C
models equipped with an automatic feeder.
8. Tap Class to view the class and any extra services.
Pitney Bowes Quick Start Guide March 2020 15

9. Tap Print Mode to access the Print mode screen. This provides you with different printing modes
such as adding graphics to your envelope, adding more postage, or making corrections to the date.
You can also choose to only seal envelopes without printing any postage.
10. Scroll down to view additional options.
11. Tap the mode you wish to select:
lCertificate of Mailing
lDate and Time Stamp
lDate Correction
lGraphic Only
lPostage Correction
lPostage Printing - Printing postage on an envelope is the default mode.
lSeal Only- Bypass all printing.
lTest Print - Check the quality of postage imprint.
Feeding envelopes
When feeding mail:
Pitney Bowes Quick Start Guide March 2020 16

1. For your first envelope, hold the far edge of the envelope against the back wall of the feeder.
2. Slide the envelope into the feeder until you feel it touch the rollers. You will hear the feeder motor
begin. Do not release the envelope until the feeder grabs it to pull it through the machine.
3. You will hear the feeder motor continue to run for about 5 seconds once it prints postage on the
envelope on the first envelope.
4. Continue to feed envelopes, one at a time, simultaneously pressing the edge of each envelope
against the back wall of the feeder and into the feeder until it touches the rollers.
lMake sure the envelopes fully exit the feeder and do not pile up on the edge of the feeder. If
you are using a stacker, you may need to extend the stacker tray so that the envelopes exit the
feeder completely.
What to avoid when feeding mail:
lIf you don't hold the envelope against the back wall it can feed in crooked or skewed. A skewed
envelope can either exit the machine with no postage applied or cause a jam. The message Clear
Paper Jam appears in the display.
Even a minor skew that may be difficult to see can cause a jam.
1. To clear the jam turn the paper jam lever clockwise and remove the envelope.
2. Turn the jam lever back to the locked position.
3. Continue printing, sliding the first envelope in until it touches the rollers and you hear the motor
start.
lMake sure that once the feeder grabs the envelope, you do not try to remove it and then re-
feed it as this will result in a Clear Paper Jam message.
Preventive action:
To prevent envelopes from getting stuck in the transport deck:
lUse a can of non-flammable compressed air and blow on the feed deck on the left side and work
toward the transport deck on the right side. Make sure and remove all the dust and debris.
Sending a First-Class letter envelope
First class mail is an economical way to send mailpieces through the USPS. You can send standard
postcards, letters and large envelopes and small packages up to 15.99 ounces.
1. On the Home screen, tap Envelope Printing or Print on Envelopes.
2. If you have the accounting feature enabled, tap Account and select an account.If your device's
model number is 8H00 or 9H00 and if you have only a single account, once you select that account
the device will remember that account the next time you start Envelope Printing or Print on
Envelopes.
3. Tap Class.
4. Tap Start Over to display a list of all the available classes.
5. Tap First-Class Retail Metered for a First-Class mail envelope.
Pitney Bowes Quick Start Guide March 2020 17

6. Tap Letter.
7. Select any special services you wish to use.
8. Tap Apply.
9. Place the envelope on the scale. The weight appears in the weight button on the screen.
10. Place the envelope or envelopes on the feed deck. Depending on the SendPro C model you have,
feed the envelopes manually or tap Start to feed the envelopes.
Note: If you have previously printed any envelopes, you may get a message that transactions are
being uploaded. Once the upload completes, you see the message "Transaction upload status, Upload
success" with a check mark. Tap the check mark.
Sending a large First-Class® envelope
Before you select a rate for a large envelope or flat, you need to determine whether the mailpiece you are
sending is classified as a letter or flat (large envelope) according to the USPS.
If your mailpiece weighs more than 3.5 oz, the device automatically sets the class to Large Envelope
regardless of the dimensions. If the mailpiece weighs less than 3.5 oz but has the dimensions of a flat,
you need to manually select Large Envelope when you choose the class.
To determine if your mailpiece meets all of the criteria for a flat (dimensions and weight), use the Postal
Advisor app.
To open the Postal Advisor:
lTap Postal Advisor in the application drawer at the bottom of the Home screen, or,
lTap SendPro Apps on the Home screen, then tap USPS Postal Advisor.
The Postal Advisor also provides information for multiple types and classes of mailpieces, including
postcards, letters, and parcels.
Weigh the mailpiece and measure the dimensions
1. Tap Envelope Printing or Print on Envelopes on the Home screen to open the Envelope
Printing screen.
2. If you have the accounting feature enabled, tap Account and select an account.
If your device's model number is 8H00 or 9H00 and if you have only a single account, once you
select that account the device will remember that account the next time you start Envelope Printing
or Print on Envelopes.
Pitney Bowes Quick Start Guide March 2020 18

3. Place the mailpiece on the scale. The weight is displayed in the weight button on the screen. You
can also weigh the mailpiece using any external postal scale.
4. Measure and record the dimensions of the mailpiece.
5. Tap the Home icon on the toolbar to return to the Home screen.
6. Tap the double-headed arrow on the right side of the application drawer at the bottom of the
screen.
7. Tap the Postal Advisor icon.
8. Tap Flats.
9. Tap the Physical Characteristics tab and see if your mailpiece is within the weight and size
limits.
If the mailpiece is less than 3.5 oz, but has the dimensions of a flat:
1. Tap the Home icon in the toolbar.
2. Tap Envelope Printing or Print on Envelopes.
3. If you have the accounting feature enabled, tap Account and select an account.
4. Tap Class.
5. Tap Start Over to display a list of all the available classes.
6. Tap First-Class Retail Metered for a First-Class mail envelope.
7. Tap Large Envelope.
8. Select any special services required.
9. Tap Apply.
10. Place the envelope or envelopes on the feed deck. Depending on the SendPro C model you have,
feed the envelopes manually or tap Start to feed the envelopes.
If the envelope is too thick to go through the feeder, print the postage on a tape and apply the tape
to the large envelope or flat.
Pitney Bowes Quick Start Guide March 2020 19

Sending Certified Mail
Certified Mail is a USPS service that provides you with proof of mailing by sending you a receipt once
your mailpiece arrives at its destination.
Not all extra services like Certified Mail are available for all classes and only certain services can be
combined.
To find out more about Certified Mail, open Postal Advisor:
lTap Postal Advisor in the application drawer at the bottom of the Home screen, or,
lTap SendPro Apps on the Home screen, then tap USPS Postal Advisor.
To send Certified Mail:
1. Tap Envelope Printing or Print on Envelopes on the Home screen.
2. If you have the accounting feature enabled, tap Account and select an account.If your device's
model number is 8H00 or 9H00 and if you have only a single account, once you select that account
the device will remember that account the next time you start Envelope Printing or Print on
Envelopes.
3. Tap Class.
4. Tap Start Over to display a list of the available classes.
5. Tap a class that can be combined with Certified Mail (for example, First Class or Priority Mail).
6. Tap the mailpiece type (for example, letter or large envelope).
7. Select Certified and tap Apply.
8. Depending on the type class and type of mailpiece:
lEnter the destination ZIPCode and tap Apply
lIf you're using E-Certified, enter the Mailer ID and tap Apply.
9. Enter the barcode from the label and tap Apply.
10. Place the envelope or envelopes on the feed deck. Depending on the SendPro C model you have,
feed the envelopes manually or tap Start to feed the envelopes.
11. Place the green Certified Mail label (USPS Label 3800-N) on the mailpiece.
Sending an international letter
Use this process if you need to send mail from the United States to a different country.
1. On the Home screen, tap Envelope Printing or Print on Envelopes.
2. If you have the accounting feature enabled, tap Account and select an account.
If your device's model number is 8H00 or 9H00 and if you have only a single account, once you
select that account the device will remember that account the next time you start Envelope Printing
or Print on Envelopes.
3. Tap Class.
Pitney Bowes Quick Start Guide March 2020 20