Description

This explains what steps you need to complete in order to send out CASS-sorted bills.

Context

In order to maintain CASS certification with the U.S. Postal Service, you must update your billing addresses every 90 days.

Steps to follow

1. Click Billing > Bill and Print > CASS Control > Update Billing Addresses, then click OK.
2. If you want to directly debit your checking account $75.00 for the update, enter your routing number and account number. If you would rather not debit your account immediately, you can proceed and have Trash Flow bill you $90.00 for the service. Towards the bottom of the window, check Do you agree to pay for this service.
3. Click OK to complete the certification.
4. Once you have certified your addresses, you can run an error report to get a list of addresses that could not be certified.

In addition to certifying your addresses you need a Mailer ID and a Customer Registration ID from usps.com. (Most businesses that handle bulk mailing already have a business customer account with the post office; contact Trash Flow at the number below if you have trouble creating an account.) If you have not yet purchased a bulk mailing permit you will need to visit your local post office to acquire one. Finally, you will need to know the ZIP code of the post office from which the bills will be sent.

When you're done

Once you have the information above you are ready to send out CASS-sorted bills. If desired you can go to System > Setup > USPS Permit and enter some information ahead of time.

Further resources

Sorting CASS Mail

Understanding CASS