Works on PRO – PREMIER – ENTERPRISE 2005 & Newer

1. ePNPlugIn for QuickBooks Works on PRO – PREMIER – ENTERPRISE 2005 & Newer Does not Work on FREE -POS –Basic -Web

2. TWO TYPES OF MERCHANTS… • For The Merchant Who Uses The Invoicing Inside QB • 2. For The Merchant Who Simply Uses QB to Keep Their 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. ePNPlugIn Uses The Invoicing Start QB… From the “Customers” Drop Down Menu… Choose “ePNPlugIn” and “Receive Payment”

4. Allows for ‘on the fly’ invoice creation. • Ability to perform ‘card on file’ transactions from within QuickBooks – yet, not stored on merchants computer (data pulled from our server) • Allows for payments against ‘Sales Receipts’ • Merchants can generate email receipts to customers automatically. 1 2 3 4

5. Card On File Transactions • Search by Customer Name, Company Name, or Transaction ID • Search Results • Selected transaction 1 2 3 Allows merchants to charge previous customers without re-entering all the transaction data

6. Transaction results will be shown • Payment is posted to the ‘Payments to Deposit’ Window

7. Merchants reconcile when they receive their bank statement. The “Make Deposits” Dialog Box Will Appear With The Chosen Item(s) to deposit in QB’s

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

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

10. ePNPlugInKeep Their Books 2 • Apply to an existing invoice or create a new one • Once applied (if so desired), the merchant would ‘Record Downloaded Transactions’ 1

11. Merchants reconcile when they receive their bank statement. The “Make Deposits” Dialog Box Will Appear With The Chosen Item(s) to deposit in QB’s

12. ePNPlugInSummary 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 Email Receipts Gives the option for emailing a customer’s receipt

13. ePNPlugInSummary Download Returns Download refunds/returns (at the same time as sales transactions) and creates credit memo and refund in QB Search Options Merchants 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 ePN’s server for rebilling purposes