How do I Batch my Fuel Charges in MyEzPay?

1.  To begin, click on the 'Batch Lists' link under the Reporting Tab.

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2.  From the batch list, find the batch you want to edit, and click anywhere on the line to open.

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3.  Click on the Start Batch Import button to continue.

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4. Click on the 'Step 1 - Transaction Check' button

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5.  Click on the 'Step 2 - Batch Analysis' button

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6.  Once the analysis is done, scroll down to the Batch Transactions - Analysis Results, and click on Create a Group.

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7.  Choose the Dock Location you want to batch the fuel.

**  Please Note ** If you don't have a dock location in the system, you'll need to add one by clicking on the blue 'Add Filter' button as seen above.  Enter the dock name and the 'DS-' number in the form below.  When complete, click on the 'Save Filter' button

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8.  Under QuickBooks Options, select the second option - 'Apply Payment to an Invoice'

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9.  Select the Member Name you want to generate the invoice under.

**  Please Note **  It's recommended that you generate the specific dock name under your QuickBooks Members/Customers List to help reference.

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10.  Click on the 'Add New Invoice' button to create a new invoice for the dock transactions.  

**  Note **  You can get the total on the fuel for the day by referrencing the filtered amount highlighted under the transactions.

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11.  Select the newly created invoice from the Drop Down list.

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12.  Finish by clicking on the 'Create Group' button.