3.4 Funding + managing your account (Equifax & Experian Only)

All right. So in this quick video, I’m going to show you how to fund your LetterStream of account. At this point, you can just click continue to hit the payment. I clicked out of it in the previous video, and then I still have the ability to add funds to prepay your balance. So this is another option. So if you want to do that, you would just select this and then you can just prepay your balance with whatever you wanted to pay your balance with. So I’m going to go ahead and just prepay mine with like 30 bucks, you know, and just in case, you know, I have something saved so hit continue to payment, and then once you just pay your $30 or whatever you want your payment to be I’ve already used LetterStream obviously, so it’s going to be there. You’ll now have this receipt and then you can click where it says, go to my jobs or go to my account.

You would select go to my jobs. And at this point, you’ll see that these jobs are still requiring payment. And the reason why they’re still requiring the payment is because I chose to fund my account versus completing payment. So now I have those funds on my account. So now all I would do is click on here, where it says edit. And then I would hit view/modify inserts, and then just hit view recipient list, continue to payment. And then at this point I would just hit, charge selected jobs to my account. Now this is assuming you did not complete your payment. So once you do select charge jobs to my account, it’s going to go ahead and charge you. So I’m going to go ahead and charge this, even though this is a dummy account, I don’t want these to go out because I just really just made this stuff up.

But once you hit charge selected jobs to my account, you can go ahead and hit this, and then you can now hit go to my jobs, and now you’ll see that your jobs are going to show on or before hold. So these will be mailed on or before 5/15. And it’s telling me when they’re going to be mailed, right? So there, that’s it. So I’m going to go ahead and hit edit, and I’m going to delete these jobs only because I don’t need to mail fake stuff. So I’m gonna go ahead and delete, hit okay. And this is really powerful too, that I’m showing you this because if you need to delete the job, you’re more than welcome to do that because, and then the money will just stay in your account. So I’m gonna go ahead and finish deleting these, just like this and boom, it’s all deleted.

And one other cool thing I want to show you too is if you want to edit the job before you have the cutoff time, you can change, you can change in job name right here. You want to modify the stuff that you inserted. You can do that right here. If you want to change the schedule date, you can do that too. So if only want to change the date and say, hey, look, I want to mail this out in two weeks as opposed to now I can just type in a new future date, and then let’s say I wanted this, I wanted go out on the 30th of the month. I would just type that right there and then hit, where you can’t, it’s not going to let you do on a Saturday. So make sure you’ve got a calendar pulled up.

So I’m going to type in the 29th. Okay. If I typed in the 29th right there and hit submit changes, now this job is scheduled. So that’s another cool thing. And I’ll get into this schedule tactic later on, but I just wanted to show you that since I was there, but I’m going to go ahead and hit, delete this job, hit okay. And then now I can go over here to billing information, and then I’ll just see that I have a current balance of $30. So really, really powerful stuff. That’s how that works. I will see you in the next video.