Invoice Delivery

Print-to-mail FAQ'S

DocuSend Frequent Asked Questions

If you haven't paid yet, just return to the shopping cart. You can click on the Review PDF file under the ID column and make modifications to the Job Specs. Or under the Action column, click on Remove and that file will be deleted from your shopping cart. Once you click on Pay Now, the action is not reversible. Your order has been submitted for processing and cannot be retrieved, modified or deleted. We urge you to verify that the correct files are uploaded before completing payment.
With DocuSend, you can upload files on any schedule you want – daily, weekly, monthly or any other time schedule. Every time a file is received and processed, we submit the charge for services to your selected payment method.
Word documents are acceptable as long as they fit the template and have been saved as a PDF. It's important that both the return address and mailing address are in specific locations to meet DocuSend specifications.
First time users can click the DocuSend button "USE IT NOW" on the DocuSend websitehttp://www.docusend.biz/. Returning users can login to the DocuSend Portal at https://portal.docusend.biz/ and click the button to upload your file. You'll be prompted for specifications regarding your mailing to get pricing. Then you can upload your file, review it and proceed to checkout. If you are a returning user, your specifications are pre−loaded but easy to modify if needed.
Your accounting software program, like QuickBooks has a batch function. QBO instructions
Programs like Adobe Acrobat, CutePDF, doPDF and other services offer this function.
No, your emailed and mailed documents can be uploaded in one file. For emailed documents, the email address must be on the first line of the mail to address in place of the customer's name. If for example, you're using QuickBooks, you would only check the box "to be mailed". Do not check the box to email the document from QuickBooks.
DocuSend is for US Domestic Mail only. Addresses must be valid Domestic US addresses. If you have documents that need to be mailed to foreign addresses, please contact MTI at customersupport@docusend.biz and we'll work with you on a solution to get them mailed.
DocuSend is supported by new browsers, so older versions, such as Explorer 8, won't work with the DocuSend features. Upgrade your browser to a newer version and then you'll be able to use DocuSend.
We strongly advise against this. The review screen will only show you the first document in your file upload. For this reason, we recommend uploading each document type or template as a separate file. You can then adjust and approve each template before you release it to be mailed. However, if all of your individual templates contain the return address and addressee in the exact same position, it is safe to upload as one file.
Yes, you may upload files that contain color images, but it may increase your upload time. Under job specifications, you can choose to print in black or in color.
Yes. Use our Flyer measurement guide. Your Return Address and Mailing address go in the top left, leaving the rest of the page for your message. Create your flyer, do your mail merge, print the file to PDF and upload to DocuSend. They'll go out the next business day.
DocuSend is the perfect solution for mailing your customer invoices from any accounting software. For QuickBooks Desktop, print your invoice to PDF and upload to www.docusend.biz and we'll take it from there. If you are a QuickBooks Online user, just launch our DocuSend app from the Intuit app store. https://apps.intuit.com/app-b7ruc3wgxt
Yes, you can select an optional remittance envelope and use it with either plain or perforated paper. Just check the addressee and remit to address placements using our handy measurement guide
Yes, as long as your return address and mail to address are in the top left of the document. We also have a free invoice templates that works with QuickBooks and other accounting software. Use our QuickBooks template or use our measurement guide to create your own template.
No, there are no added service fees, monthly minimums, programming charges or contracts to sign. DocuSend charges one all-inclusive rate that includes printing, folding, inserting and mailing with first class postage. You also get access to a dashboard on the DocuSend Portal for tracking of all your mail activity as well six months of document image access in the Image Bank for viewing, reprinting and distribution.
For QBO and desktop users, process your invoices and check "To be printed" for each invoice that needs to be sent. Save and close each invoice. When ready to "print" your invoices, go to the print function. Select File. Print Forms. Choose Invoices. Select all the invoices you want to upload to DocuSend. Print to PDF. Upload that PDF file to DocuSend and your invoices will be mailed by the next business day.


For QuickBooks Online users, prepare your invoices as normal. Launch the DocuSend app in the Intuit app store https://apps.intuit.com/app-b7ruc3wgxt. Select mail options. Review your listing of documents in your shopping cart. Pay via credit card or Pay Pal. DocuSend does the rest. It's that easy!

  • A. With certified mail, you'll have proof that you sent it. You'll also see when it was delivered or that a delivery attempt was made.
  • B. Certified Mail provides proof of mailing and a record of delivery. Any First-Class Mail or Priority Mail piece can be sent Certified Mail and is only available for addresses within the Unites States.
  • C. Although anyone can use Certified Mail, many companies use it to enable proof of mailing, secure delivery, as well as archival proof of delivery.
  • D. When the recipient has to physically sign for Certified Mail, it creates a sense of urgency to open and read the documents. Certified Mail also makes the documents more official and less likely to thrown away.
  • Tracking keeps the sender informed of the mail piece delivery route. The USPS records the acceptance date and time the mail piece was sent and is scanned in-route to record when it enters and leaves each sorting facility.
To send certified mail online, you must use a third-party site. Some require contracts or minimums, but DocuSend does not. It provides an easy and cost-effective solution. Upload the PDF documents, click the “Review Individual Documents” button, then just select Certified in the Special Handling drop down menu and click Save Changes.
Sending your invoice certified adds $7.05 per envelope to the cost of using DocuSend. To send certified mail with DocuSend: When you upload the PDF documents, click the “Review Individual Documents” button, then just select Certified in the Special Handling drop down menu and click Save Changes.
Yes, as with any USPS product, delivery can be refused. Attempted delivery will be recorded.
Sending your invoice certified adds $7.05 per envelope to the cost. Select Certified in the Special Handling menu in the DocuSend shopping cart. Pricing
No, you do not have to go to the post office to send certified mail. You can send online using a third-party site, and DocuSend is one such site with no contracts or minimums. It's simple to use, cost effective and secure.
No. All reports are tied to User IDs so no one else can view your company's activity. You can log in from the DocuSend.biz or go2mti.com home pages. Some find it easier to bookmark portal.docusend.biz
Report Portal gives you access to the management reports that include file dates, quantity mailed, cost per file, etc. Image Bank is electronic storage of customer documents for viewing, re-printing and e-mailing.
DocuSend is a stand alone product. Reports are designed for the most commonly used data. Contact MTI at customersupport@docusend.biz to discuss the package you are in. If your package allows for customization, we will work with you to design a custom report. If you are not in a customized package, we will discuss options with you.
DocuSend is a pay as you go service. Each time you upload a file, you are charged via your selected payment method. You can access the Report Portal to view the historical charges for your account.
Login to the DocuSend Portal and select the Admin tab. You will be able to add, delete or modify user information and determine their level of access. Click submit when done.
The User ID is your email address. A password is randomly assigned to you after you have successfully uploaded your first file for processing.
Login with your User and Password and select Admin. Select Modify User and enter the employee name and email addresses. Select the appropriate level of access. When done, click submit. An email will be sent to each employee with their user login and password.
Yes. Login to the DocuSend Portal and select the Admin function. Make sure your user is only checked for Image Bank. They will not be able to access the Report Portal. Or check if you select Report Portal only they won't be able to access Image Bank.
There is no additional monthly or per person cost to store and access images. Your images remain in the Image Bank for 6 months. This is an added free benefit of your DocuSend service.
Contact MTI at customersupport@docusend.biz to discuss your options.
Typically, six months of statements are stored. However, if you need them to be accessible in the Image Bank for a longer time frame, contact MTI at customersupport@docusend.biz and we'd be happy to discuss your options.
Manage access through the DocuSend portal through the Admin function.
As many people as you'd like can be granted access. Just manage permissions through the DocuSend Portal Admin function.
Report Portal gives you access to the daily reports including: file dates, quantity mailed, cost per file, etc... Image Bank is electronic storage of your documents for viewing, printing,saving and e-mailing. You can do this directly from the Image Bank screen.
Yes. In the DocuSend Portal, select Admin and make sure your user is only checked for Image Bank. They will not be able to access the Report Portal or Admin functions.
Double check the correct listing of the customer name and re-key it into the Image Bank. If there is still no history, check your file to make sure the customer was actually included in the file originally uploaded to DocuSend and that they should be receiving documents. If you find them in your file but not in the Image Bank, please call MTI Customer Service to research.
Go to Image Bank and enter customer name and click View Documents. Select and open the document from the list. You'll see a button to print the images. Print to your local printer and mail out to customer or save as a pdf and send as an email attachment.
After you add your file to the shopping cart, select the Quick Pay option. It will take you to the page where you can click on the blue "Manage my payment information" button under the gold "Pay Now" button. From there you can update your credit card info, delete a card or add a new credit card.
DocuSend is a pay as you go service. If you are in our DocuSend package service, you must pay via Credit Card or Pay Pal. Customized services are available. Contact MTI at customersupport@docusend.biz for additional information. If you opt out of the DocuSend package, you will need to complete the on line Credit Application and go through the approval process before the change can be made. Other applicable charges will apply, including a change in your processing costs. And you'll also have to provide postage in advance of each mailing.
In order to provide our DocuSend one low price DocuSend packages are pay as you go only. If you'd like a different payment plan, please contact MTI at customersupport@docusend.biz to discuss custom options that fall outside of the DocuSend value price point.
DocuSend is a pay as you go service. Each time you upload a file, you are charged via Credit Card or Pay Pal. You can access the DocuSend Portal to see what your charges are per mailing. You can also select a date range to get a total of quantity processed and costs.
A $0.50 Upload Batch fee applies to each shopping cart purchase. This fee allows us to keep our costs low and maintain a no minimum document policy. It covers all documents (no limit) uploaded in your shopping cart.
Yes, you'll save both time and money by using DocuSend to mail your invoices and letters from foreign countries. As a rule, mail sent from outside the USA to for delivery within US borders is subject to inspection by the US Customers and Border Protection before being sent to a USPS sorting facility. That can mean a delivery delay of two to three weeks. DocuSend’s print-to-mail online document delivery service gets your invoices or letters to a USPS facility by the next business day.
DocuSend can be used to send mail to foreign countries. You must have a valid foreign address that includes no more than 5 lines:
  • Addressee's name
  • Street address or P.O. box number
  • City, province, state, or county, and postal code.
  • Country name
✅ Please be sure that the last line of the address is the proper Country Name.
Documents are out the door within 1 business day from the time you upload your file, approve it and select your payment method.
Documents are processed and mailed Monday through Friday, except on Postal Holidays.
You can control your mailing dates by managing when you upload files to the DocuSend portal. Upload your file the business day prior to the day you want it to be mailed.
You can add generic letter-size flyers, announcements, advertisements, coupons or notices to your DocuSend Mailings. Click on the green Upload a PDF Insert button in the package options section. Your insert can be printed in black or color on 8.5" x 11" paper and it gets placed as the last page in each envelope. PDF insert pricing starts at $0.10/page black or $0.17 color. Pricing based on ink coverage.
Login to the DocuSend protal and access your Image Bank. Enter customer name and click View Documents. Select, open and save the document to your computer. You'll then be able to attach it to an email to your customer.
Login to the DocuSend Portal. Access your Image Bank. Enter customer name and click View Documents. The most recent mailings for that customer are listed there. Select the document in question to review with the customer. Verify his mailing address or email address. You'll be able to tell by the file date when the invoice was mailed. You can then either reprint the statement for mailing, or email it to the customer.
DocuSend options include printing in black or color on white paper. All are inserted into white window envelopes. If you would like a different color or type of paper, please contact customersupport@docusend.biz and we'd be happy to provide you a quote for a customized package.
Go to your Image Bank and enter the customer name and click View Documents. Select and open the statement from the list. You'll see a button to print the image. From there you can: print to a local printer, save as a pdf or e-mail it to the addresses.
Place the recipient's email address in the first line of the mail to address block. Update your customer contact record with their email address on the first line.
Check the box to mail later. All your documents, whether they are to be mailed or emailed, will then be in one file. MTI will separate out your emailed and physically mailed documents by looking for the email address on the first line of the mail to address.
Yes, DocuSendcan place up to 65 pages in one envelope, as long as each page is for the same customer at the same address and is in sequential order. We know how important it is that your clients receive the correct documents. A state-of-the-art inserter is programmed to place the correct pages into the envelopes, eliminating human error.
Documents are posted to the portal once they've been processed, which is typically the next business day.
Emails go out immediately after you have completed your transaction.
Your User ID (email address) and temporary password will be assigned after you have uploaded and approved your first file. This information will appear on the final transaction page. You can log in to the portal and change your password as well as add additional users.
Initially, one User ID log-in and password is assigned to the email address listed when providing your payment information. You can add users in the DocuSend Portal.
Login to the DocuSend Portal using your User ID and password that we provided to you. Click on Admin and then click on Change Password. Enter the current password and then a new password. Re-enter the new password and click Change Password Now.
Yes. Just launch the app and you're ready to go. It has a similar look and feel to QuickBooks Online.
No, there are no monthly minimums or contracts to sign. DocuSend charges one all-inclusive rate that includes printing, folding, inserting and mailing with first class postage. You also get access to a dashboard on the DocuSend Portal for tracking of all your mail activity as well six months of document image access in the Image Bank for viewing, reprinting and distribution.
All documents are printed and mailed by the next business day. Just log in to your personalized DocuSend Dashboard. It's included at no extra cost.
Yes, you can add a generic letter-size flyer, announcement, advertisement, coupon or notice to your DocuSend mailing. It's a cost-effective way to get important information out to your customers. Just click the "Upload a PDF Insert" button.