• Create an Invoice in QuickBooks for your customers monthly membership total.

           

• Memorize the QuickBooks Invoice

           

• In the Memorized Transactions window, Select the following:            
  •      Automate Transaction Entry
  •      How often?  Click on the Drop Down and select Monthly
  •      Next Date?  If you have already taken the first payment, then you need to move the payment date out for the related interval (click on         the calendar button to select).  If not, then select the date you want to run the first payment and the system will run it on that day.          

           

• Open up QB EzPay and Click on EzSchedule

           

• Click on Create a Scheduled Payment

           

• Select the Customer you would like to start a subscription for:

           

• Select the preferred Payment Method to associate with this recurring billing

           

• Select the invoice you want to reference

           

• Select the Schedule Option.  *Note – For regular recurring billing, please select the first option, Schedule Future Ongoing Payments.

           

• Select the total number of payment you want to charge.

           

• Select the date you want to start the subscription on.  *Note – If you have already taken the first monthly recurring payment, you’ll need to set the date out for one month as not to duplicate payment.

           

• Select how often you want to charge the customer.

           

• If needed, you can edit the Subscription Name in this window to accommodate things like Company Names, etc.

           

• Your Subscription is complete.