1. First – please make sure you have your return address setup. 
  2. Follow these instructions to invoice the customer for the package cost via our shipping integration:
    • After you ‘Accept’ a claim, click the red ‘Schedule for Shipping’ button at the top of the claim. This will take you to the ‘Create Shipment’ page.
    • Select your return address in the dropdown under “From Address.” If you only have one address setup, it will automatically choose that. If you have multiple and the one you want to ship from is not selected, click the drop down and choose the correct one. 
    • Next, choose the number of items in the package.
      • The default is 1 unless you merged claims that were attached to items, then it will automatically update to include all items. 
      • If you are putting more items in the package without merging claims/items, update the number manually.
    • You will need to provide descriptions for each item, if the item has a description provided in the item details, it will integrate automatically. If it has no description, you can manually add. 
      • Note: These descriptions are important if the claimant uses an international address for shipping for customs forms purposes so be accurate. 
    • Select the provider you will use to ship. If you are able to provide multiple, you can click each box and give the claimant options. If you want to only provide one option, click the corresponding checkbox. 
    • When you check a provider, more options will appear. You will need to select the package size from the dropdown. 
      • It defaults to ‘Custom package size,’ but if you click the dropdown you will be provided with more options. 
      • When able, using the carrier’s flat rate/provided boxes is easier. 
      • If you use the carrier’s box, select the corresponding box from the drop down. You will then just have to input the package weight (in pounds). Be as accurate as possible, this weight is necessary for international shipping. 
      • If you use a custom box, you will need to input the measurements (in inches) and weight (in pounds). 
      • Below the package information, there will be a list of services. All services are automatically checked, but if you do not want to allow for certain options, simply uncheck the boxes. 
        1. Note – some options may not be familiar but just because they are checked does not mean they will be provided to the claimant. They will only be given options that correspond with the other shipment details. 
        2. For example: if you select USPS ‘Flat Rate Medium Box’ they will be given priority shipment and express shipment options.
    • When all looks accurate, click the blue ‘Save Changes’ button to send the shipment payment email to the claimant.
      • Next to the ‘Save Changes’ button you will see a checkbox to ‘Save Default Shipping Options.’ This will make the options you chose the default. We do not recommend doing this unless all shipments are the same.
    • The claim will remain in ‘Awaiting Information’ until the claimant fills out the form and makes payment. 
    • Once complete, it will appear in ‘Ready for Shipping.’
    • When ready to ship, package up the item according to the details selected. 
      • If you are not sure what the details selected were, you can see the box/carrier selected by clicking ‘Shipment Details’ and scrolling to the bottom where the grey box called ‘Parcel Info’ is. This will show the carrier and package information. Click the blue ‘Back to Claim’ button at the top to return to the claim
    • To print the label, click the red ‘Print Label’ button. This will open a new window with the shipping label to print and adhere to the shipment. 
    • Once you click that button, an email with tracking information will be emailed to the claimant. 
    • Return to the claim and click the grey ‘Complete Shipping’ button to archive the claim so the team knows it is complete and does not try to ship an item that has already been sent out.
      • This will also add the tracking link to the top of the claim for your reference.