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How to create a Client Service Case

UPDATED: 02 June 2016

Follow these steps to create a case for questions or assistance with your account, such as changing your company information, issues with billing, or general client service.

  1. Sign In and on the main screen, scroll to the section for Support Cases and select the link: Create a Case
  2. On the next screen you will be asked the type of issue or inquiry. Select the Client Service radio button, then select Next.
  3. Fill out the New Case screen. The 'Required' information in the Description section is indicated with a red line in front of the field. Provide the following:
    • How can we help? : Select the issue from the menu
    • This relates to...: Select an option from the menu
    • Subject: Type a subject line for your Case
    • Description: Enter as much information as possible for this inquiry
  4. Then select Next.
  5.  TIP:  change account. Next
  6. When finished entering your Case information, select Submit
  7. Your Case has been entered into the system and you instantly receive a Case number.
  • How can we help? : Select the issue from the menu
  • This relates to...: Select an option from the menu
  • Subject: Type a subject line for your Case
  • Description: Enter as much information as possible for this inquiry

 TIP: Sign In to your account to track the status of your open cases.