Help Desk

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?

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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?

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EzBatchImport 1

• How do I import more than one batched transaction?