- Go into QB EzPay > Quick Tools > Unsettled Transactions
- Select the Customer you want to import into QB EzPay (double click)
- Click on the Import Customer button
- Verify/Edit Customer Information. Keep checkbox in lower left checked (Import Payment Method) to migrate payment method into QB EzPay. Click on Create Customer.
- Generate Invoice in QuickBooks to match invoice total. If the initial membership payment and first months membership dues are in the same total from Sales Optima, please generate two separate invoices for each.
- Memorize the QuickBooks Invoice for future recurring billing
- In the Memorized Transactions window, Select the following:
- Automate Transaction Entry
- How often? Click on the Drop Down and select Monthly
- Next Date? If you have already taken payment for the first month, then you need to move the payment date out one month (click on the calendar button to select). If not, then select the date you want to run the first payment and the system will run it on that day.
- Open QB EzPay and Click on EzSchedule
- Click on Create a Scheduled Payment
- Select the Customer you would like to start a subscription for:
- Select the preferred Payment Method to associate with this recurring billing. This is where the 2nd invoice for the monthly membership was generated.
- Select the invoice you want to reference
- Select the Schedule Option. *Note – For Monthly recurring billing, please select the first option, Schedule Future Ongoing Payments.
- Select the total number of payment you want to charge.
- Select the date you want to start the subscription on. *Note – If you have already taken the first monthly recurring payment, you’ll need to set the date out for one month as not to duplicate payment.
- Select how often you want to charge the member.
- If needed, you can edit the Subscription Name in this window to accommodate things like Company Names, etc.
- Click on Finish
- Your Subscription is complete.