How to Pay for CRM Hub Mailings in Click2Mail

Introduction

Click2Mail offers flexible payment options to accommodate businesses of all sizes for CRM Hub mailings. This guide provides clear instructions on the two available payment methods—User Credit and Invoice Payment—to ensure smooth processing of your mailings.

Payment Options for CRM Hub Mailings

Option 1: User Credit

1. What is User Credit?
   User Credit is the default payment method for CRM Hub mailings. It allows you to add funds to your Click2Mail account, which can then be used to pay for your mailings as they are processed.

2. How to Add Funds:

   • Log in to your Click2Mail account.

   • Navigate to Account Settings and select Add Funds.

   • Follow the prompts to add credit using your preferred payment method.

3. Why Choose User Credit?

   • Easy and quick setup.

   • Ideal for small- to medium-sized businesses.

   • No additional application process required.

Option 2: Invoice Payment

1. What is Invoice Payment?
   Invoice Payment is available for qualified businesses that prefer to receive an invoice for mailings rather than prepaying with credit.

2. Eligibility Criteria:
   To qualify for Invoice Payment, your business must:

   • Be located in the United States.

   • Possess an Employer Identification Number (EIN).

   • Provide financial institution references to verify creditworthiness.

3. How to Apply for Invoice Payment:

   • Visit Click2Mail Invoice Payment Application.

   • Complete and submit the application form with all required details.

   • Wait for approval, which typically takes a few business days.

4. Why Choose Invoice Payment?

   • Convenient for large-volume mailers.

   • Allows for consolidated billing and improved cash flow management.

Notes and Best Practices

• Monitor Your Balance:

  • If using User Credit, ensure your account has sufficient funds before initiating a mailing.

  • CRM Hub mailings will fail if the account balance is insufficient.

• Invoice Application Approval:

  • Approval for Invoice Payment depends on meeting all eligibility requirements.

  • For faster processing, provide accurate and complete information in the application form.

• Switching Between Payment Methods:

  • You can switch from User Credit to Invoice Payment once your invoice application is approved.

  • Contact Click2Mail Support if you need assistance transitioning between payment options.

Conclusion

Paying for CRM Hub mailings is simple with Click2Mail’s flexible options. Whether you choose the ease of User Credit or the convenience of Invoice Payment, Click2Mail ensures a smooth payment process tailored to your business needs. For additional assistance, visit our Payment Options Support Page.