![Page 1: Works on PRO – PREMIER – ENTERPRISE 2005 & Newer Does not Work on FREE - POS – Basic – Web Or with Vista Home Premium e PNPlugIn for QuickBooks Trademarks](https://reader038.vdocument.in/reader038/viewer/2022110303/551654fc550346c6758b5b50/html5/thumbnails/1.jpg)
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
![Page 2: Works on PRO – PREMIER – ENTERPRISE 2005 & Newer Does not Work on FREE - POS – Basic – Web Or with Vista Home Premium e PNPlugIn for QuickBooks Trademarks](https://reader038.vdocument.in/reader038/viewer/2022110303/551654fc550346c6758b5b50/html5/thumbnails/2.jpg)
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
![Page 3: Works on PRO – PREMIER – ENTERPRISE 2005 & Newer Does not Work on FREE - POS – Basic – Web Or with Vista Home Premium e PNPlugIn for QuickBooks Trademarks](https://reader038.vdocument.in/reader038/viewer/2022110303/551654fc550346c6758b5b50/html5/thumbnails/3.jpg)
ePNPlugIn
Start QB… From the “Customers” Drop Down Menu…
Choose “ePNPlugIn” and “Receive Payment”
Business Uses Invoicing
![Page 4: Works on PRO – PREMIER – ENTERPRISE 2005 & Newer Does not Work on FREE - POS – Basic – Web Or with Vista Home Premium e PNPlugIn for QuickBooks Trademarks](https://reader038.vdocument.in/reader038/viewer/2022110303/551654fc550346c6758b5b50/html5/thumbnails/4.jpg)
1
2
3
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.
![Page 5: Works on PRO – PREMIER – ENTERPRISE 2005 & Newer Does not Work on FREE - POS – Basic – Web Or with Vista Home Premium e PNPlugIn for QuickBooks Trademarks](https://reader038.vdocument.in/reader038/viewer/2022110303/551654fc550346c6758b5b50/html5/thumbnails/5.jpg)
1. Transaction results will be shown
2. Payment is posted to the ‘Payments to Deposit’ Window
![Page 6: Works on PRO – PREMIER – ENTERPRISE 2005 & Newer Does not Work on FREE - POS – Basic – Web Or with Vista Home Premium e PNPlugIn for QuickBooks Trademarks](https://reader038.vdocument.in/reader038/viewer/2022110303/551654fc550346c6758b5b50/html5/thumbnails/6.jpg)
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
![Page 7: Works on PRO – PREMIER – ENTERPRISE 2005 & Newer Does not Work on FREE - POS – Basic – Web Or with Vista Home Premium e PNPlugIn for QuickBooks Trademarks](https://reader038.vdocument.in/reader038/viewer/2022110303/551654fc550346c6758b5b50/html5/thumbnails/7.jpg)
Easily Integrate Transactions From OTHER Devices / Sources: online payments, recurring payments, and in-office/in-store payments
Keep Their BooksePNPlugIn
![Page 8: Works on PRO – PREMIER – ENTERPRISE 2005 & Newer Does not Work on FREE - POS – Basic – Web Or with Vista Home Premium e PNPlugIn for QuickBooks Trademarks](https://reader038.vdocument.in/reader038/viewer/2022110303/551654fc550346c6758b5b50/html5/thumbnails/8.jpg)
ePNPlugIn
Start QB… From the “Customers” Drop Down Menu…
Choose “ePNPlugIn” and “Download Transactions”
Business Uses The Invoicing
![Page 9: Works on PRO – PREMIER – ENTERPRISE 2005 & Newer Does not Work on FREE - POS – Basic – Web Or with Vista Home Premium e PNPlugIn for QuickBooks Trademarks](https://reader038.vdocument.in/reader038/viewer/2022110303/551654fc550346c6758b5b50/html5/thumbnails/9.jpg)
1. Download new transactions for specific time period
2. Download all new transactions on Server
2
1
![Page 10: Works on PRO – PREMIER – ENTERPRISE 2005 & Newer Does not Work on FREE - POS – Basic – Web Or with Vista Home Premium e PNPlugIn for QuickBooks Trademarks](https://reader038.vdocument.in/reader038/viewer/2022110303/551654fc550346c6758b5b50/html5/thumbnails/10.jpg)
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
![Page 11: Works on PRO – PREMIER – ENTERPRISE 2005 & Newer Does not Work on FREE - POS – Basic – Web Or with Vista Home Premium e PNPlugIn for QuickBooks Trademarks](https://reader038.vdocument.in/reader038/viewer/2022110303/551654fc550346c6758b5b50/html5/thumbnails/11.jpg)
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
![Page 12: Works on PRO – PREMIER – ENTERPRISE 2005 & Newer Does not Work on FREE - POS – Basic – Web Or with Vista Home Premium e PNPlugIn for QuickBooks Trademarks](https://reader038.vdocument.in/reader038/viewer/2022110303/551654fc550346c6758b5b50/html5/thumbnails/12.jpg)
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
![Page 13: Works on PRO – PREMIER – ENTERPRISE 2005 & Newer Does not Work on FREE - POS – Basic – Web Or with Vista Home Premium e PNPlugIn for QuickBooks Trademarks](https://reader038.vdocument.in/reader038/viewer/2022110303/551654fc550346c6758b5b50/html5/thumbnails/13.jpg)
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