Online Business Account allows you to place orders, manage invoices and access lots of other useful account information, all online and in one place. Sign up to Online Business Account.

The narrative below explains how easy it is to create orders, view reports, pay and query invoices. Alternatively, view our interactive demonstration on how to use Online Business Account. 

Select 'create a new order' before searching for and choosing a product from the search results. By selecting the 'update order' button you will be put through to a screen where you can fill in the order details. Confirming the sales order will produce a summary page that you can print for your collection.

Did you know you can also:

• Create a single order for multiple products
• Add order references to help manage your mailings
• Save and return to orders at your convenience

By selecting 'create a new order using an existing template', you will be able to open an existing order template. Select 'details' within the product description to add the order details. On accepting and confirming your order details you will get a summary page that you can print out for your collection.

Did you know you can also:

• Save time by creating order templates for repeat use
• Choose how you want to name and save templates for easy retrieval
• Reduce risk of errors by creating templates 

Select the 'invoices' tab at the top of the page to view the list of invoices. Choose the invoice and select the order you want to view in detail. You can print a hard copy for your reference.

Did you know you can also

• Access all your invoices online for up to 18 months
• Use references to quickly match orders with invoices
• Cross reference billed amounts with actual mail spend

Identify the invoice you wish to query by selecting the query icon for that invoice. Choose the reason for your query using the list from the drop down menu. You can add your comments in the text box before sending your query. A document icon will appear next to the query icon to indicate that you a have received a response to your query. Select the document icon to view the response.

Did you know you can also:

• Query your invoice at the touch of a button
• Receive response to invoice query online
• Keep records of all your queries and responses

On the invoices page, tick the checkbox against the invoice you want to pay. Tick the credit checkbox if you want to net your invoiced amount. Once you have confirmed your selection you can pay the invoice and print the confirmation page for your records.

Did you know you can also:

• View real time status of invoice payments
• View paid and invoices due for payment at the touch of a button
• Pay with Online Business Account electronic direct debit

Select the Reporting tab at the top of the page. You will then be able to choose your date range to view report summaries by account, product, volume and value. Navigate through to see reports on sales orders, trend analysis and invoices. You can also download the reports as CSV or Microsoft Excel files.

Did you know you can also:

• Tailor report information to suit your needs
• Check mail volumes by department in your company
• Identify patterns, manage spend and control costs
• Download reports for use in excel

Let us know you're interested and we'll get in touch to set up an account. If you have a query about Online Business Account, you can ask your Business Customer Service Manager, or call us on 08457 950 950.