• Create an Invoice in QuickBooks for the customers total.


           

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  •  Open up QB EzPay and Click on EzSchedule


           

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  • Click on Create a Scheduled Payment


           

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


           

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


           

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  • Select the invoice you want to reference


           

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  • Select on Create Scheduled Payment Plan.  


           

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  • Select the Number of Payments you want to split the total into.


            * Please note - The first payment may be higher depending on if the balance due cannot be spread out equally over the number                 of payments.


    

   

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  • Select the Payment Interval


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  • Select your Start Date


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  • Click on Finish to Complete.