Connect the provider used by Orders
If Account → Shipping Integration is available for your account, connect EasyPost or Shippo there. In EasyPost, use a production key beginning EZAK for real postage or a test key beginning EZTK for testing. In Shippo, use a live token beginning shippo_live_ for real postage or a test token beginning shippo_test_. Paste the intended credential and choose Verify.
EZFormz can retain credentials for both providers, but the current Orders workflow uses one preferred integration rather than a separate active-provider switch. Any stored Shippo row currently takes precedence, even when it is unverified or stale, and can mask a valid EasyPost row. Disconnect Shippo when you need the EasyPost workflow to be active; deleting one connection does not erase the other's credential. Always confirm the provider shown before buying postage.
The saved API key is encrypted at rest and is not returned to the browser. Enter it only on Account Shipping Integration. Never place it in a form, order note, support message, screenshot, email, or Help document. A production key can authorize real purchases, and even a test key is a secret.
Set the return address and packages
Save the return address that should be sent to the carrier and printed on labels. Street, city, state, and ZIP are required; name or company, phone, and email are optional. The current Account screen creates US return addresses.
Add account-wide package presets for dimensions and weight. A custom package needs weight, length, width, and height. Carrier predefined packages can be saved, but Shippo can translate only the supported mapped USPS, UPS, and FedEx flat-rate or express package names. If a saved carrier package cannot be mapped for Shippo, use a custom package with its real dimensions instead.
Package presets are shared account settings, not checkout shipping prices. Mark one default only when it is a safe starting point for the orders that will use it.
Buy one label
- Open the form's Received orders page and expand an eligible order.
- Choose Ship and confirm the recipient address.
- Choose a package preset or enter complete package values.
- Load live rates, select a carrier service, and review the provider and price.
- Choose Buy Label once.
The Orders Ship button is shown while an unlabeled order is Pending, Confirmed, or Ordered. It requires a usable recipient address and package weight; a custom package also requires all three dimensions. The EasyPost batch route can also process otherwise eligible On hold and Packing orders.
The selected carrier rate is purchased against your EasyPost or Shippo account. Provider rates, adjustments, refunds, account terms, and carrier availability control the final postage cost; EZFormz does not guarantee a particular service or savings. EZFormz records the selected postage and supported insurance cost for reporting.
When purchase succeeds, EZFormz saves the provider shipment and label, adds tracking, moves an eligible order to Shipped, synchronizes connected order destinations, and sends tracking when the buyer's email preference allows it. Refresh the order before retrying an uncertain purchase.
Handle insurance and uncertain Shippo purchases
If a selected checkout shipping row is labeled as insurance, EasyPost can include the order value as label insurance when you choose that option. Shippo does not currently support the EZFormz insurance add-on. Uncheck insurance for a Shippo label or use EasyPost.
EasyPost purchases use retry protection for the same label attempt. Shippo can leave a transaction pending even when the browser does not receive a final label. Check the Shippo dashboard before retrying so you do not buy duplicate postage. EZFormz can resume a completed Shippo transaction; if it did not complete, cancel the local pending attempt and retry only after confirming the provider state.
Batch Ship with EasyPost
Batch Ship is an EasyPost-only workflow. Shippo labels must be purchased one order at a time.
The planner skips orders that are cancelled, already have a label, have no usable address, have no checkout shipping method, or used quote-after-order shipping. Eligible orders are grouped by their checkout method so you can process all groups or one group.
Choose one package preset for the batch and review any detected insurance. A carrier or service preference narrows the rate search, but availability differs by destination. When a requested match is unavailable, the workflow can fall back to the cheapest other available rate and purchase it.
Batch Ship confirms the order count and preset, not each order's carrier rate, and its completion summary reports success or failure without the postage amount. Check final per-order postage in P&L or the EasyPost dashboard. Orders run individually, so some can succeed while others fail.
Batch Ship currently does not send tracking-added emails and does not run the immediate Google Sheets tracking/status update used by a single-label purchase. Verify the saved order results and update a connected Sheet when needed; connected Airtable auto-sync is scheduled for successful orders.
After purchase, use the offered combined print for the successful labels. The combined document accepts up to 100 selected labeled orders and skips missing or unreadable label files.
Reprint or cancel a label
When Print Labels is shown, select previously labeled orders to render their saved labels. Reprinting is read-only and does not purchase postage again. A missing cached label can still require provider access or a new download.
Cancelling a label removes the local shipment and saved label, then requests any available provider refund. If the order is still Shipped or Direct Vendor Shipped, EZFormz clears tracking and returns it to Confirmed; Completed, Cancelled, and other states are not moved backward. Refund eligibility, timing, and final outcome are provider and carrier decisions, so read the returned result and confirm it in the provider dashboard. A pending Shippo transaction without a completed label may need local cancellation rather than a postage refund.
For manual tracking, split shipments, provider tracking updates, and status-email exceptions, continue to Add tracking and reprint labels.