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866-723-9729
Knowledge base
Frequently Asked Questions
General FAQ's
17
What is My EzPay and QB EzPay?
Is My EzPay and QB EzPay easy to use?
Do I need a merchant account to use My EzPay and QB EzPay?
Does My EzPay or QB EzPay work with any Gateway account?
Does My EzPay / QB EzPay offer any discounts on the software?
View all 17
MyEzPay Desktop
FAQs
10
Does the MyEzPay Product work with any version of QuickBooks?
Can I try the QB EzPay software before purchasing?
Will QB EzPay work on my MAC?
How many users can I have on my QB EzPay account?
How do I Add Additional Users to my Account?
View all 10
Getting Started
4
How do I Download my Free Trial of QB EzPay?
Where do I Download an Authorize.Net Sandbox Account?
How do I Change my Company/Contact Settings?
How do I Set My Default QuickBooks Accounts?
EzInvoice
5
How do I Charge a Credit Card against an Invoice?
How do I Process an ACH/eCheck against an Invoice?
How do I take a Partial Payment against an Invoice?
How do I take a Payment to Multiple Invoices?
How do I Add, Delete, or Edit Customer Messages?
EzReceipt
4
How do I Void a Transaction?
How do I Refund a Customer? (Payment came through EzPay)
How do I Refund a Customer? (Payment came through Authorize.Net)
How do I Add a New Tax Type?
EzCustomer
7
How do I Delete a Stored Payment Method?
How do I Add a Credit Card to an Existing Customer?
How do I add an ACH Payment Method to an Existing Customer?
How do I set a Default Payment Method?
How do I Delete all Payment Records for a Client?
View all 7
EzSchedule
8
Creating a New Recurring Subscription in QB EzPay
How do I Schedule a Future One Time Payment in QB EzPay?
How do I Create a Scheduled Payment Plan in QB EzPay?
Deleting a Recurring Billing Instance in QB EzPay
Can I Run a Report on Expiring Credit Cards in QB EzPay?
View all 8
EzBatchImport
1
How do I import more than one batched transaction?
MyEzPay Online
FAQ's
4
How many users can I have on my EzPay account?
How do I Add an Additional User?
How do I Re-Authenticate to MyEzPay Online?
Can I try MyEzPay Online in a Test Environment?
Getting Started
4
Company Wizard
Invite New Users to MyEzPay
Accepting an Invitation to Join MyEzPay
How Do I Download MyEzPay Online to my PC?
My Members
10
How do I Delete a Stored Payment Method?
How do I Add a Credit Card to an Existing Customer?
How do I add an ACH Payment Method to an Existing Customer?
How do I set a Default Payment Method?
How do I Delete a Payment Record for a Client?
View all 10
Take Payments
7
How do I Charge a Credit Card against an Invoice?
How do I Create a New Sales Receipt in My EzPay?
How do I Process an ACH/eCheck against an Invoice?
How do I take a Partial Payment against an Invoice?
How do I take a Payment to Multiple Invoices?
View all 7
Scheduled
9
Creating a New Recurring Subscription in My EzPay
Deleting a Recurring Billing Instance in My EzPay
Can I Run a Report on Expiring Cards in My EzPay?
How Do I Find What Subscriptions are Ending this Month?
Viewing Expiring Credit Cards for Subscriptions
View all 9
Refunds
3
How do I Void a Transaction?
How do I Refund a Customer? (Payment came through EzPay)
How do I Refund a Customer (Payment came through Authorize.Net)
Reporting
3
How Do I Find a Transaction that Processed Today?
How Do I Find Previous Transaction?
How do I Batch my Fuel Charges in MyEzPay?
Tools
2
How Do I Open QuickBooks from MyEzPay?
How Do I Open My Authorize.Net Account from MyEzPay?
Notifications
0
General Questions
6
How do I Add a New Tax Type in My EzPay?
How Do I Delete a User in MyEzPay Online?
How Do I Switch to a Different Company?
Adjusting Authorize.Net Fraud Settings
Add or Modify Payment Types in QuickBooks Online
View all 6
Electronic Billing
1
What is the Electronic Billing feature in EzPay?
Quick Bill
1
What is Quick Bill in MyEzPay?
MyEzPayment
What is MyEzPayment?
1
How to I Create a new Electronic Bill in MyEzPay Online?
Authorize.Net
Authorize.Net FAQs
31
How do I Change my Authorize.Net Gateway Settings?
How to obtain your Authorize.Net API Login and Transaction Key
How do I Import a Payment Method and Create a Subsciption from a Transaction?
Can my Customers receive an automated email receipt for successful transactions?
Why was my transaction declined?
View all 31
Pricing and Billing
Standard and Bundled Pricing
3
Monthly Subscription Fee for QB EzPay (Software Only)
Monthly Subscription Fee for Gateway Bundle
Monthly Subscription Fee for Merchant Account Bundle
Support Pricing
2
Premium Support
Standard Desktop Support
General Billing Questions
3
How does EzPay bill me?
When does EzPay bill me?
Is there a contract to sign for either My EzPay or the QB EzPay software?
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