Importing New Member into QuickBooks/ Setting up Initial Invoice (Franchise Only)

                     ** For Franchises that use QuickBooks/EzPay Online **

1. Open EzPay – From the Home Screen > Go to Reporting and Select:
   1. Today’s Transaction – Transactions that have processed today
   2. Batch Reporting – Transactions older that today
2. Find and Click on the Transaction that you want to import the new member Information from
3. Once Open, click on the Drop-Down Menu next to the VOID/REFUND button and Select ‘Import Customer’
4. **PLEASE NOTE**  Unselect the 'Save Payment Methods' button as the payment Methods for this member were saved into the V2 Payments Portal at the time the Contract was executed.
5. Add/Edit new Member information as needed.  Click on ‘Add New Customer’ to complete
6. Open QuickBooks and click on the ‘New’ button at the top left – Select Invoice
   1. Select the newly added Member
   2. Select the Line item(s)
   3. Invoice Date, etc.
   4. Click on 'Make Recurring' at the bottom and fill out needed information.
   5. Click on the ‘Save Template'
7. From MyEzPay, open up 'Scheduled' from the left hand menu.
   1. Find the subscription that was just created for the new member and open
   2. Select Assign to QuickBooks Member under UnManaged.  This will now connect the newly created QuickBooks Customer Record to the newly created subscription tht was generated at the time the Sales Optima contract was executed,

Contact the EzPay support Desk if you have any additional questions on the above notes:  support@qbezpay.com