Help Desk

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. Click on the 'Amount to Apply' and change amount to new total.  Hit 'ENTER' to advance

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5.  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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6. 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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7. Click on Process Payment to continue.

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8. 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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9. Click on Process Payment to Continue.

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10. Swipe the Credit Card or Manually Enter the Credit Card Information

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11. 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.