1. From any screen within My EzPay, click on the 'Add Record' button at the top right of the screen
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2. Select New Sales Receipt
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3. You can either start to type the client/members name into Member Search (will autofill), or click on the Drop Down arrow under Member Select to see a list of current clients within QuickBooks.
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4. Select Add Line Item to Enter your Products or Services to be Charged.
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5. Select the Item you want to Add from the Drop Down Menu. Then, click on the 'Add Item' button.
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6. Adjust the Quantity and Price by using the ( - / + ) keys. Once Adjusted, click on the 'Add Item' button
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7. If you need to Add Additional Line Items, click on the 'Add Line Item' button and repeat Steps 5 and 6. Repeat as often as necessary.
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8. If your transaction is complete, Click on the Process Payment Button to continue.
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9. Select the Payment method you want to use. You can choose Credit Card, eCheck/ACH, or Select a Stored Payment Method.
* For this example, we'll use a Credit Card
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10. Enter the Credit Card Account Information. This includes Account Number, Expiration Date, and CVV / Card Security Code.
* Note - If you want to save this Payment Method for Future Use, leave the checkbox next to 'Securely Store this Credit Card for Future Use' checked.
Click on the 'Add Credit Card' button when complete.
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11. Click on the 'Process Payment' button to complete the transaction.
