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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.

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Presentation on theme: "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."— Presentation transcript:

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 are property of their respective trademark ownersd

2 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

3 ePN PlugIn Start QB… From the Customers Drop Down Menu… Choose ePNPlugIn and Receive Payment Business Uses Invoicing

4 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 receipts to customers automatically.

5 1.Transaction results will be shown 2.Payment is posted to the Payments to Deposit Window

6 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

7 Easily Integrate Transactions From OTHER Devices / Sources: online payments, recurring payments, and in-office/in-store payments Keep Their Books ePN PlugIn

8 Start QB… From the Customers Drop Down Menu… Choose ePNPlugIn and Download Transactions Business Uses The Invoicing

9 1.Download new transactions for specific time period 2.Download all new transactions on Server 2 1

10 e PNPlugIn Business 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

11 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

12 e PNPlugIn Summary Sales Receipts on Demand From Receive Pmt window, create a new sales receipt for an existing customer Invoice on Demand From Receive Pmt window, create a new invoice for an existing customer Receipts Gives the option for ing a customers receipt

13 e PNPlugIn Summary Download Returns Download refunds/returns (at the same time as sales transactions) and create credit memo and refund in QB Search Options Businesses can now search for a specific invoice by either customer name or invoice number Card On File From Receive Pmt window, merchants can opt to find a customer record on ePNs server for rebilling purposes

14 Questions? (615) or VISA


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