How do I Create a Scheduled Payment Plan in QB EzPay?

• Create an Invoice in QuickBooks for the customers total.

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•  Open up QB EzPay and Click on EzSchedule

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• Click on Create a Scheduled Payment

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• Select the Customer you would like to start a subscription for:

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• Select the preferred Payment Method to associate with this recurring billing

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• Select the invoice you want to reference

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• Select on Create Scheduled Payment Plan.  

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• Select the Number of Payments you want to split the total into.

            * Please note - The first payment may be higher depending on if the balance due cannot be spread out equally over the number                 of payments.

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• Select the Payment Interval

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• Select your Start Date

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• Click on Finish to Complete.