Editing An Account; Making An Account Inactive; Deleting An Account - Pitney Bowes SendPro C Auto User Manual

Editing an account

Edit an account when you want to change the account name, code, description, status or password.
Important: Once you charge postage to an account, you cannot change the account name or code.
1. Tap Manage Accounts on the Home screen.
2. Tap Edit account.
3. Tap the account you want to edit.
4. Select OK.
5. Make your changes, such as edit the account name, code, description, status or password.
6. Tap OK to return to the Accounts screen.
7. Tap the back arrow to return to the Home screen.

Making an account inactive

Setting the account status to inactive prevents anyone from charging postage against it.
1. Tap Manage Accounts.
2. Tap Edit account.
3. Tap the account you want to make inactive.
4. Select OK.
5. Tap Inactive.
6. Tap OK to return to the Accounts screen.
7. Tap the back arrow to return to the Home screen.

Deleting an account

You can delete an account, sub account, or sub sub account through the Envelope Printing app.
If you apply postage to an account, you cannot delete the account. You can only make the account
inactive.
1. Tap Manage Accounts.
2. Tap Delete account. The list of available accounts appears.
3. Tap the account you want to delete.
4. Tap OK.
5. Tap Yes, delete account to confirm.
Pitney Bowes User Guide March 2023
4 • Accounting
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