All you need to know to get started

Lists

Introduction

Items are anything you can charge a customer for. Items can be products, services or other charges, such as freight.
To make invoicing faster and to allow you to keep track of items on hand, it will be necessary to create a list of items you have to sell. The items can be added one by one, or imported in bulk from an Excel spreadsheet if you have them loaded onto one. If you need assistance with this, do not hesitate to contact admin@eze.business (depending on the amount of time involved there may be a charge for this service).
Once items have been added they can also be exported. If you hold a sizeable quantity of stock on hand, this can be a convenient way to send information to your accountant for stock valuation purposes again, if you need help please email admin@eze.business.
Step 1
To set up a database of items go to the LISTS menu and select ITEMS.

Step 2
This will open the first page of the Item Menu. It is possible to create multiple lists, but all items will be recorded in the MASTER LIST.
The purpose for creating more than one list is for those occasions when you want to run a promotion and you only want to select a few items to be available for that promotion.
Step 3
To create your master list initially OPEN the Master List.

Step 4
Here you have two options:
1. Add Items individually
2. Import Items from an Excel spreadsheet

Step 4/1
+ ADD ITEM screen will enable you to ADD items One by One and also facilitates the inclusion of additional information and a graphic of the item you are adding.
Graphics can be either dragged from another location such as your desktop or, by clicking on the Click Here line, you can find and open the graphic to upload it into your items list.

Step 4/2

To ADD ITEMS in Bulk, use the IMPORT button and this screen will open.

Simply follow the Wizard to access a copy of the items template.

1. To download a copy of the Excel Items template. When you press the Download Template you will see the download process happening in the bottom left hand corner of your screen. When it stops, if you select the small up arrow (1) this will open a menu to either, Open (2) the spreadsheet or (3) show in folder.

2. Enter all the details to create the completed List of Items you want to import, then save the completed spreadsheet to a location on your computer that will be easily found for the import process.

3. To import the completed List of Items from the spreadsheet, press the CHOOSE FILE button and locate your completed spreadsheet.

4. To import the completed list of items from the spreadsheet press the IMPORT button.
Step 5
This step will enable you to create a new List for Promotional purposes. This includes the ability to add special item/s that do not exist in the Master List or select certain items from your existing Master List.

a. To create new list press the CREATE NEW LIST button.
Step 6
This window will pop up. Give the new List a meaningful name. A note can also be added describing the purpose for the new list. If adding items either manually or you want to choose items from the Master List, choose the Add Manually option. If you want to create a whole new List of Items in an Excel spreadsheet then choose the second option. Follow any of these actions by pressing the SAVE List button. This will prompt a message confirming the success of creating the new Lists. So, press the DONE button once this message appears.
Step 7
Saving your list will open this screen and the new List will appear below the Master List. Click on the Open button.
Step 8
Select the ADD ITEMS button.
Step 9

Here you have the option to add an Individual Item in the Open tab by remaining on Tab 1.

To select items from the Master List, go to Tab 2 as indicated.
Step 10
To select from the Master List, press the ADD TO LIST button to add items to the newly created List.

Introduction

The menu heading Clients covers any contact you want to add to a customer database. Therefore, clients can include customers, members, pupils, parents, funders; in fact, any person or organisation that you want to maintain a record of or be required to invoice in the future.
Similar to ITEMs you can add CLIENTS one by one or bulk import an existing database from an EXCEL spreadsheet.
Once clients have been added they can also be exported.
Step 1
To set up a database of customers go to the LISTS menu and select CLIENTS.
Step 2
This will open the first page of the Client's Menu. It is possible to create multiple Client Lists, but all clients will be in the MASTER LIST. For example, you might want to separate your client list by Region, Customer type or if in a Club, by Teams.
This separation then allows correspondence or offers to be made to different types of client/customer or member groups with a common offer.
To add a new list, say if you were the Club Secretary for a Tennis Club and you wanted to have a list of the Senior Players because for instance, they pay a higher subscription to the Juniors, (a) list of the Seniors could be created by pressing the CREATE NEW LIST button.
Step 3
After pressing the Create New List button this window will appear. It looks the same as Adding a New Item List. Give the New Client List a name and if you want, add a description which describes the purpose.
Then select either Add clients manually or the Import option. Press the SAVE LIST button.

Step 4
On the right of the above screen you will note an OPEN button. Press this to allow the addition of new clients one at a time or select them from the existing Master List.
Press the Add Client button.
Step 5
Option 1 to add new clients one at a time or Option 2 to select from the Master Client List of existing clients.

Save and Close. You are ready to start selling!
Next, select one of the following tasks.

Tasks

Introduction

Allows the creation of a quick B2C (Business to Customer) cash sale type transaction when a customer walks through the door or when out on the job. This option is ideal if you don't have credit card or POLi pay options available for your customers.

Step 1

There are three ways you can access EZEpay:

1. Click the EZEpay icon below on the Home page
2. Select the TASK menu from the menu bar and scroll down to EZEpay
3. The mobile phone displayed on the Home Screen displays an EZEpay button. Select this button.
Step 2
Simply fill in the required fields; Invoice Date, Amount (GST Incl.). All other fields are optional, including the Description which can be overtyped. There are two options; one for a narrative type invoice and the other for a line by line invoice.
Step 3
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.

Example 1:

Example 2:

Press Next
Step 4
You now have the option to bypass this screen if in a hurry, by simply pressing NEXT.

Alternatively, if you want to record the customer names and details tick the "Show Buyer Details" box and the screen will extend to allow the customer to enter their own details.
Step 5
The customer is now given the choice of payment options. There are currently two options: (1) by credit card or (2) by gaining access to online banking. It's your customers’ choice and it’s possible this can be achieved by using your mobile phone to complete the transaction.
Step 6
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 software, will save you time and money when completing your compliance accounting, which may include GST, if required.
Making you work smarter not harder!

Introduction

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.
Step 1

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
Step 2

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.
Step 3
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.
Step 4
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.

Example 1:

Example 2:
Step 5
Finally, it's time to add the recipient details whether it is for a single client or multiple people.
Step 6
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.
Step 7
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.

Introduction

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.

Step 1
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
Step 2
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 admin@eze.business.
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.
Step 3
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.
Step 4
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.
Step 5
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.
Step 6

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.
Step 7
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.
Step 8
Stage 6 involves preparing the covering email that will include the Landing Page link which will be embedded in the email.
Step 9
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.
Step 10
Please remember that what you have just created can be re-used by merely making any necessary changes required for each individual promotions.