Allows the creation of a quick B2B (Business to Business) credit sale type transaction when you authorise your customer to pay, after an invoice has been issued.
With EZEinvoice you can now offer payment via customer credit card or direct online banking as a means to receive payment. This removes the risk of non-payment before releasing the goods.
In addition, EZEinvoice completes all of the administration and sends a paid receipt automatically to your customer once they have paid.
EZEinvoice includes the unique feature of enabling an invoice to be sent to either a single person or to multiple people, all with the same value but all with different invoice numbers. Alternatively, you can send that single invoice split over a number of customer/recipients, split on a percentage basis where each recipient is able to see the full value plus their share.
There are two ways to access EZEinvoice:
1. Click the EZEinvoice icon (1) below on the Home page
2. Select the TASK menu (2) and scroll down to EZEinvoice
When opened there are three different types of invoice transactions you can perform in EZEinvoice:
1. New - Is a simple new invoice that can be created on a line by line basis.
2. Duplicate - Is where you want to copy a previous invoice, give it a new date and invoice number and the same goods or service or make some small amendments before sending. (Under development)
3. Existing - This feature allows you to send an invoice for a value of an original invoice that gets attached. This is handy if you wish to make use of the debt collection reminders and to allow the customer to pay by credit card where previously you could not offer your customer that payment option.
Follow the sequence of numbers below, adding the required fields indicated by a red asterisk *.
Points to note about Fields 4 and 5. By clicking in Field 4, the code field will take you out to your Item List. Double clicking on an item, will bring it into your invoice.
Alternatively, if you click straight into the Description Field (5) you can type in a description and the system will then allow you to enter a code that does not exist in your Item List.
If you need to alter the GST rate for the likes of rest homes, or add a discount, then click on the small cog showing as number 6 above.
The "Pre-set Allocation of Charges for Invoices - Change as Required" is an optional facility. These settings can be pre-set at the time of Registration to apportion the merchant and processing fees, but they can also be modified on an invoice by invoice basis. This unique feature is designed to allow the Account Holder the opportunity to apply all these processing fees onto the customer or elect to share all or some of those fees, depending on the type of sale and customer.
Here are two examples, but any variation on these themes can be made.
Finally, it's time to add the recipient details whether it is for a single client or multiple people.
The customer will be given a choice of payment options. There are currently two options; pay by credit card or gain access to online banking. It's your customers choice and you can hand them your mobile phone to complete the transaction.
Once payment has been acknowledged, transaction proceeds will appear on your bank statement, less any fees you have applied to the transaction.
As a result of the transaction appearing on your bank statement, all information can then be downloaded. Your accountants, using their very cost-effective office software, will save you time and money when completing your compliance accounting, which may include GST, if required.
Making you work smarter not harder.
EZEshop is your simple and easy combined B2B (Business to Business) and B2C (Business to Consumer) ready-made online e-commerce platform.
Unlike other platforms that can cost a fixed monthly fee of hundreds of dollars a month, plus other charges like website hosting and social media, EZEshop makes life a whole easier without the overheads. How is that possible?
The founders of EZE have learnt from experience that it takes time, effort and sometimes tears to get a business started. They also understand that quite a number of small businesses are seasonal and ongoing costs when there is no income coming in, or life might suddenly be interrupted by a major pestilence.
That being the case, EZE service works on a simple No Sale, No Fee basis.
In other words when a sale is made, a fee is charged to cover the payment of gateway fees, plus a small processing fee which covers data storage and software development.
However, EZEshop allows you the flexibility to either charge these fees to the customer, to yourself, or for them to be shared.
In essence, you can create your own simple drop shipping business, (drop?) without having to hold any stock. Let's get started.
There are two ways you can access EZEshop's wizard to help you create your online promotion:
1. Click the EZEpay icon above or on the Home page
2. Select the TASK menu and scroll down to EZEshop
In the Wizard this is Stage 1. This is an optional step in the process but it allows you to attach a flyer or some form of notice to your promotion. If you need assistance to create a flyer for your business, do not hesitate to contact email@example.com.
Once the flyer has been created save it to your desktop or some other location you are familiar with. To add the flyer into your promotion, select the CHOOSE FILE button and add it into the Wizard.
Number 2 in the wizard is where you will want to add the number of items you want to include as part of your promotion. If unsure how to do this please refer to the adding new items under the List Instructions.
Once the items have been added it is time to put your creative skills into action and create your customers’ Landing Page. This is what your customer will view when opening your promotional email. Think about your landing page as if you are going to be window dressing in a traditional ‘bricks and mortar’ store. You want to make your online display as attractive as you can, to entice customers.
The next stage is to select the customers/client/members you want to send your promotion to. Select either your whole Master List of clients, or a special list of people or businesses you want to send the promotion to.
The following step gives you three options:
1. Billing only - That simply means the customer will have access to your shopping cart and will pay for the selected items only.
2. Billing & Shipping - This allows the addition of freight extra's as well as normal billing.
3. Billing & Shipping not required - This option would be of use if goods or services are being offered free of charge or are being used to simply promote products prior to them coming into stock. This can also be applied to indent orders i.e. when a customer places quantity orders and then gets invoiced when the goods become available.
At stage 5 is also where you can set up freight rates (1 below) and also change the default allocation of credit card charges and EZE's processing fee (2 below).
The default allocations should have been set up under the Entity Details section at registration time if fully completed. If the default settings do not appear, look for the down arrow at the top of the Home Page.
Press the small down arrow and choose Entity Details
Proceed down to Pre-set Allocation of Charges for Invoices - Change as required.
The thinking behind this matrix, is that it can be used to set a threshold when charges are to be allocated to you as the merchant or to your clients.
Even though these pre-set allocations will be applied to all invoices, please be very aware that each invoice or promotion can have the pre-set allocations changed.
Stage 6 involves preparing the covering email that will include the Landing Page link which will be embedded in the email.
If you wish to have your shopping cart linked to one of your social media sites, then Stage 7 will provide you with a unique link to copy into your web site or media site.
Stage 8 brings you to the point where you can now send out your promotion.
Please remember that what you have just created can be re-used by merely making any necessary changes required for each individual promotions.