Invoice Delivery

Cloud-Based Mailroom FAQ's

A mailpiece is deemed undeliverable if the mailing address is missing, incomplete or invalid. A valid mailing address contains a recipient name, street address and city, state and zip code. The address must be 3 to 5 lines. For foreign addresses, the proper country must be listed on the line directly below the city, state, zip line.

Yes, with our undeliverable feature, you'll be able to view and edit any documents that have an incomplete or invalid address in the Job Summary table. You'll be able to correct on screen so we can mail it for you.

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.

Yes, we are HIPPA compliant and have many medical companies that use DocuSend to print and mail their billing statements and other patient communications. We use PDF technology to print and mail your medical documents. However, unlike with our regular DocuSend customers, we do not store any of your document images in your portal for HIPAA customers. Just be sure to check the box for HIPAA customers on the upload page.

Yes, we do offer perforated paper. After you upload your file, you'll see a box on the right side of the screen. Click on the dropdown menu for paper type and you can select Perforated. Then we remember your choice, and on your next upload, it will already say Perforated, but you can change it at any time. The perforation is for the top stub so your customers can easily tear it off and mail it back.

DocuSend first-class delivery standard through the USPS is 1-3 days.

Yes. We automate our DocuSend first-class mail by placing a USPS bar code under the recipient's mailing address, which can expedite delivery.

We can't print on the envelope as we use a #10 envelope with a large window. One option for messaging would be to place a message between your return address and mailing address on your PDF template and it would show through the envelope window. You could use bold type or colored font if you like so it pops even more. Our suggestion is to add that message to your template.

The easiest way to see if your documents have been mailed is to log in to your DocuSend portal. In the Reports tab, you can see the Date Mailed column. From there you can click on the number under the Mailed column and you’ll see the listing of all documents mailed from that file. Documents are mailed by the next business day after your file has been uploaded. For actual confirmation of delivery, you can send your documents via certified mail.
Follow these instructions to send certified mail with DocuSend:

  • Upload the PDF documents
  • Click the Review Individual Documents button
  • Select Certified in the Special Handling dropdown menu
  • Click Save Changes
  • Create a cover sheet page with a valid US mailing address.
  • Upload the PDF file at https://docusend.biz/UploadPDF.php
  • Attach the file you want to mail as a flyer (supported file formats: PDF, PNG, JPEG, JPG).
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.

DocuSend is a fully automated printing and mailing process. We know how important it is that your clients receive the correct documents. Our proprietary software is able to determine whether a document is a single page or has multiple pages to be inserted in the same envelope. A state-of-the-art inserter is programmed to place the correct pages into the envelopes, eliminating human error.
To verify, after you upload your file, click on Review Individual Documents, and you’ll be able to see what pages are inserted into the same envelope.

DocuSend makes mailing super easy! Batch all files you need to send via US mail from QBO and upload to DocuSend. See instructions about how to batch documents on QBO here QuickBooks Online app.
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. DocuSend 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, DocuSend can 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.

DocuSend is simple, straightforward and built to accommodate your business needs Pricing