1. From the MyEzPay Home Screen > Click on the 'Add Button' > Then New Subscription
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2. Select either one of two options to choose the Customer/Member that you want to set the Recurring Payment up for:
- Start Typing in the name under Member Search to have EzPay start auto-fill
- (or) Click on the Drop Down Arrow to select your Customer/Member from your QuickBooks Customers List
Click on the 'Continue' Button accept
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3. Click on the 'Get Started' button to begin the Payment Wizard
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4. Select one of two Subscription Options to get started:
- EzPay Managed Subscription - Managed Subscriptions are recommended for payment tracking and statements. If you use the MyEzPay API, then they are required to support ARB Updates. If you use the Authorize.Net WebHook feature, payments tied to invoices can be automatically posted. Subscriptions will be saved with selected Invoice, linked to this QuickBooks Customer and CIM Profile, and API Enabed to Allow a Customer to manage their own Payment Methods.
(Webhooks require additional set up. Please contact EzPay for access to the API)
- OR -
- Standard/Unmanaged Subscription - Standard Subscriptions are linked to a Customer Record and payments can be imported once they Settle. Customers will not be able to update their Payment Methods themselves.
Optional - Recommended for payment tracking and statements. If you use the Authorize.Net WebHook feature, payments tied to invoices can be automatically posted.
Click on the 'Next' Button to Continue
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5. Select your Subscription Interval.
You can select various Monthly Intervals by using the Drop Down Menu as below:
- OR -
Select Daily Payments using the Drop Down Menu. * Please Note * There is a Minimum of 7 Days and a Maximum of 365 Days to choose from.
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6. Select your Subscription Start Date. To Activate Calendar Selection, click inside date window (red arrow)
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7. Choose your Subscription End Date or Total Number of Payments.
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8. Trial Payments - In this Step, you can enter Trial Payments if needed. Click on the 'Include Trial Payments' Check Box to Activate.
* Example of Trial Payments * A new client/member has signed up for your services and their monthly membership moving forward is $350 a month. You have a new sign up special where they get a $150 discount for the first three months. Once the Trial Payments are done, the billing will go back to $350 a month moving forward.
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9. Select the Preferred Payment Method on File for this Customer.
By Clicking on the Drop Down Menu, all Saved Payment Methods on file will appear. If the Customer/Member does not have one on file, the Drop Down Menu will be disabled and you will have to Add a Credit Card or Bank Account by clicking on one of the two options below.
Click on the 'Next' Button to Continue
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10. Click on the 'Complete Wizard' Button to Finalize
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11. Your Subscription is now Complete. If you need to View or Edit, Click on the Scheduled Payments Section (left side) and select the View Schedule or Drop Down Menu for different options.
