Adding a cost account in SendPro Online

Cost accounts can help you keep track of how you are spending your money on postage by allowing you to assign a trackable cost category to shipping labels and postage refills. Only Admins and Location Admins can enable, add, edit, import, export, and deactivate cost accounts.
Products affected: SendPro® Online

Cost accounts can help you track how you spend your postage funds by allowing you to assign shipping labels and postage refills to an account.

Only Admins and Location Admins can enable, add, edit, import, export, and deactivate cost accounts. Admins can choose whether Location Admins can access the Cost Account settings.

Select your version of SendPro Online

There are currently two versions of SendPro Online. Click on the image that matches your SendPro Online Home screen to view the instructions for your version.

SendPro Online classic version Home screenSendPro Online Home screen

 

SendPro Online (classic) SendPro Online classic Home screen

Watch this video or follow the steps below to learn how to add a cost account.

  1. Select Settings > Cost Accounts.
  2. Select + (Add New).
  3. Enter the Account name (maximum 20 characters) and Description (optional). Leave the Status set to Active.
  4. (Optional) To make this your default cost account, select Make this my default Cost Account.
  5. Select Add Account.

 

SendPro Online (new) SendPro Online Home screen thumbnail

  1. Select Settings > Cost Accounts.
  2. Select + Add Account.
    SendPro Online add cost account
  3. Enter the Account Name (maximum 50 characters) and Description (optional, maximum 200 characters). Leave the Status set to Active.
    SendPro OnlineAdd Cost Account screen
  4. (Optional) To make this your default cost account, select Make this my default Cost Account.
  5. Select Save.

UPDATED: October 27, 2021

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