1. From the EzPay Dashboard, Click on 'New eInvoice' under the Add Record Tab at the top of the screen.
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2. Select the Customer or Member that you want to send the invoice to:
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3. Select the Invoice:
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4. Select your Billing Options. These options include:
> Allowing Partial Payments. If this is option is not selected, the Customer will be required to pay the full amount or the transaction will not process.
> MyEzPay generates an invoice for you but if you would like to include the original from QuickBooks, please select this option.
> Use this Option If you're looking to run an Authorization on a Customers Credit Card. This will allow you to see if a Customer has sufficient funds to cover the cost of invoice/transaction.
> You can Require a Customers Signature for this Transaction as well. If selected, the transaction will not process without a signature.
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5. Select your Messaging Options:
** Please note that everything within this section can be edited with the exception of:
- Customer Message (from Invoice) **
- Signature **
These items get pulled directly from your QuickBooks Company File. If you need to Edit, you'll have to login to QuickBooks and Edit your Message Settings.
All remaining sections pull from your QuickBooks File (with the exception of Email Message) and you can add/edit within the below section.
The Default Email Message can be changed within your MyEzPayment Admin section at anytime.
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6. Click on the 'Send Invoice' button to complete.
Visit the EzPay Help Desk to see how you can track your Electronic Invoices!