Help Desk

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?

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?