Billing

The Billing tab is broken into 4 sections (if you use Electronic Fund Transfer (coming soon to EZFacility 4.0) you will have a 5^th section).

1.  Billing Details: This section allows you to enter your customer’s basic credit card information.  This information must match the information on their credit card.  Any piece of information that is the same as what is on the personal tab can be left blank.

2.  Credit Card Details:  Enter your customer’s credit card number and expiration date.  You are not required to have credit card information entered.  You also have a radio button that say “Use for Auto Pay”, click on that radio button if you want to charge this customers auto payments to their credit card as opposed to their EFT bank account.

3.  Direct Debit Account (only if you use EFT):  Enter the customer’s bank account information to use for fund transfers.  Make sure you click on the Verify button.  You are not required to have banking information entered.  You also have a radio button that say “Use for Auto Pay”, click on that radio button if you want to charge this customers auto payments to their EFT bank account as opposed to their credit card.

4.  Billing Transactions:  This section shows a list of the customer’s invoices. 

•      Use the Show drop-down menu to select what invoices to view, you can choose between Open Invoices (invoices that have a balance), All Invoices (all invoices with a balance and all invoices paid for), and Voided Invoices (invoices that have been deleted).

•      For each invoice you will see the invoice number, the category the invoice falls under, invoice date, invoice total, amount paid to the invoice, balance due on this invoice, and its due date.

•      You can click on the due date of a particular invoice to create a payment schedule for that invoice, see Payment Schedule.

•      You can click on the View link to view the invoice.

•      Under Auto you will be able to see if the invoice has auto pay enabled or disabled.  If the button is green auto pay is enabled if it is gray auto pay is disabled.  Click on the button to enable/disable auto pay.  You will only see this section if you have a merchant account associated with your EZFacility 4.0 account.  A merchant account allows you to process credit cards through your EZFacility system.  For more information on merchant accounts please contact your sales representative in your region using the number located at the top right hand corner of the Help and Support center.

•Click on the dollar sign to submit a payment to the associated invoice.

•Click on the pencil to edit the associated invoice.

•Click on the bin to delete the associated invoice.

5.Point-of-Sale Transactions: This section shows all the POS transactions that were assigned to this customer. This section will only appear if you have the Point Of Sale module. For more information on the Point Of Sale module please contact your sales representative in your region using the number located at the top right hand corner of the Help and Support center.

•Use the Show drop-down menu to select to past months transactions or complete history.

•For each transaction you will see its order number, order date, amount paid, amount refunded (if any), net amount received, and the cashier who ran that transaction.

•You can click on the order number or the date of a particular transaction where you will be sent to the POS order look up page. See also Order Lookup.