works on pro – premier – enterprise 2005 & newer does not work on free - pos – basic –...
Post on 28-Mar-2015
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Works on PRO – PREMIER – ENTERPRISE2005 & Newer
Does not Work onFREE - POS – Basic – WebOr with Vista Home Premium
ePNPlugIn for QuickBooks
Trademarks are property of their respective trademark ownersd
TWO TYPES OF BUSINESSES…
1. For The Business that Uses The Invoicing Inside QB
2. For The Business that Simply Uses QB to Keep The Books
• Immediately apply against invoices• Download transactions to apply against existing
invoices• Apply card on file payments from within QuickBooks
• Run Sales Against Sales Receipts During Payment • We Can Also Integrate ALL Activity into QuickBooks For
Reconciliation
ePNPlugIn
Start QB… From the “Customers” Drop Down Menu…
Choose “ePNPlugIn” and “Receive Payment”
Business Uses Invoicing
1
2
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4
1. Allows for ‘on the fly’ invoice creation.
2. Ability to perform ‘card on file’ transactions from within QuickBooks – yet, not stored on merchants computer (data pulled from our server)
3. Allows for payments against ‘Sales Receipts’
4. Business owner/manager can generate email receipts to customers automatically.
1. Transaction results will be shown
2. Payment is posted to the ‘Payments to Deposit’ Window
Business owner/manager reconciles when they receive their bank statement. The “Make Deposits” Dialog Box Will Appear With The Chosen Item(s) to deposit in QB
Easily Integrate Transactions From OTHER Devices / Sources: online payments, recurring payments, and in-office/in-store payments
Keep Their BooksePNPlugIn
ePNPlugIn
Start QB… From the “Customers” Drop Down Menu…
Choose “ePNPlugIn” and “Download Transactions”
Business Uses The Invoicing
1. Download new transactions for specific time period
2. Download all new transactions on Server
2
1
ePNPlugInBusiness Uses QB for Keeping The Books
1. Apply to an existing invoice or create a new one
2. Once applied (if so desired), the business owner/manager would ‘Record Downloaded Transactions’
1
2
Business owner/manager reconciles when they receive their bank statement. The “Make Deposits” Dialog Box Will Appear With The Chosen Item(s) to deposit in QB
ePNPlugInSummary
Sales Receipts on DemandFrom Receive Pmt window, create a new sales receipt for an existing customer
Invoice on DemandFrom Receive Pmt window, create a new invoice for an existing customer
Email ReceiptsGives the option for emailing a customer’s receipt
ePNPlugInSummary
Download ReturnsDownload refunds/returns (at the same time as sales transactions) and create credit memo and refund in QB
Search OptionsBusinesses can now search for a specific invoice by either customer name or invoice number
Card On FileFrom Receive Pmt window, merchants can opt to find a customer record on ePN’s server for rebilling purposes
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