1. From the Home Screen > Select EzInvoice
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2. Select the Customer you want to take payment from.
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3. Select the invoice (or invoices) you want to take payment for.
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4. Choose your Payment Options. You can either take payment for one invoice or multiple invoices.
- For One Invoice: Check 'Apply to Selected Invoice Above'
- For Multiple Invoices: check 'Apply Payment to Multiple Checked Invoices Above. Click in checkboxes provided once enabled.
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5. Choose your Payment Options.
*Note - Only previous transactions that have been used before will appear under Saved Payment Methods and Previous Authorizations
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6. Click on Process Payment to continue.
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7. Choose your Authorize.Net Options (Email Transaction Receipt / Change email) as well as your QuickBooks Options
(Accounts Receivable Account, To be Printed/Emailed, Customer Message)
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8. Click on Process Payment to Continue.
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9. Swipe the Credit Card or Manually Enter the Credit Card Information
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10. Once information has been filled in, Click on Process Charge
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11. This transaction will now process through the AuthNet gateway and either Approve or Decline.
Click on 'Close' to Complete.
