THE HOW-TO OF SETTING UP EZYPAY ACCOUNTS

So you want to know all about setting up Ezypay accounts for your business?
Here is what you need to do to set up an account in a few easy steps.

1

FILLING IN THE EZYPAY APPLICATION FORM

Supporting documents for your application

Please attach the requested documents to your application form. These include:

  • A copy of a form of identification such as a passport photo page, or the back and front of your driver’s license.
  • A bank statement, which includes your bank account details.
  • A document showing your physical address, such as an electricity or phone bill.
setting up Ezypay
2
setting up Ezypay

PROCESSING YOUR EZYPAY APPLICATION

It takes about 48 hours to process an Ezypay account

Once you have submitted an Ezypay application and supplied the relevant supporting documentation, your application is accessed by our risk department. On the approval of your application, it is passed over to our account set up team. Once your account is set up you will receive an email with login details and a password. Please login and access your account to proceed.

3

USING YOUR EZYPAY ACCOUNT

Free training available

A member of our service team will contact you to help with any first login issues. If you haven’t heard from us and would like help in setting up new users, using our payment plans or adding a customer for the first time, please contact our customer service team as free training is available.

setting up Ezypay

HOW TO USE YOUR NEW EZYPAY ACCOUNT

Check out these useful Ezypay features

setting up Ezypay

CREATE A USER

Set up a user in your new account and choose which areas of the system they can use by giving them specific permissions. This creates greater security and you can track who does what in your Ezypay account.

setting up Ezypay

CREATE A PAYMENT PLAN

This is a simple, yet very useful action to take. Access the payment plan area and create payment plans that reflect your most common subscriptions, memberships or payments. This will then save you time when entering new customer details in the future. In addition, you will create a unique URL dedicated to your payment plan. This is the URL which you can use in emails or on your website for online sales of your memberships or subscriptions.

setting up Ezypay

ADD A CUSTOMER

You can get your customers to fill in a form and then go back into the Ezypay system at a later date to load their information. However if you have created a payment plan, you won’t have to perform this step. Instead, you can direct your customers to the unique URL and get them to load themselves into the system. Alternatively, if you are with your customers when the sale is being made, you can load them directly into the system yourself. We recommend both paperless options for adding a customer onto Ezypay.

Other things you can do in your account include:
 
 

setting up Ezypay

Editing a payment

setting up Ezypay

Suspending a payment

setting up Ezypay

Changing a payment amount

setting up Ezypay

Viewing reports

setting up Ezypay

Updating account details

 

Please go to this page on using Ezypay for more information
or contact a customer service person if you have any questions.