Help Desk

You can import Customer and Payment Profiles into MyEzPay from two different reports:

    > If a transaction happened today and has not batched, please select 'Today's Transactions'

    > If the transaction has already been batched, click on 'Batch Lists', Select the Batch Date, and then the Transaction

FOR THE BELOW EXAMPLE, WE'LL USE A TRANSACTION THAT HAS ALREADY BEEN BATCHED

1. From the MyEzPay Dashboard > Click on Batch Lists

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2. Click anywhere on the Batch you want to open

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3.  Scroll down and Click on the Customer you want to import

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4.  Click on the Drop Down Menu next to Void Transaction and Select 'Import Member'

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5.  Edit Member Details and Contact Information as Needed.  

    ** Please Remember that Customers must have a Valid Email on file to receive receipts.

Also Note - To also Save Customers Payment Information along with their Contact Information, please make sure that the Check Box next to 'Save Payment Method' is checked

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6.  To Complete, Click on the Add New Member Button in the Lower Right of the Screen