Help Desk

** Please remember that you must have ACH/eCheck enabled in your Authorize.Net gateway to process these types of transactions **

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 check boxes provided once enabled.

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5. Choose your Payment Method - ACH/eCheck

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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. Fill in all fields with correct banking information.  When complete, click on 'Process ACH/eCheck' to process.

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10. Once approved, Click on the 'Close' button to finish transaction.