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
