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Crystal Reports 2008 Runtime SP1 - Error 1935
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ECommerce with XML/SOAP
ECommerce with XML/SOAP
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
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YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
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How to manually uninstall Easify V3
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System Requirements & Installation
System Requirements
Installing Easify
Installing Easify for the first time
Installing the Easify Client on a New Computer
Upgrading Easify
Getting Started
Running Easify for the First Time
Evaluation Window
Installing your License
Initial Setup
Setting the Administrator Password
Login Window
Selecting your VAT status
Easify Main Window
Adding Products and Services
About Adding Products
Adding Manufacturers
Adding Suppliers
Creating Product Categories and Subcategories
Configuring Options
Configuring Options
Customers
Phone Dialing
Customer Types
Postcode Lookup
Advanced Options
Finance
Payment Routing
Payment Terms Options
YesPay
Regional Settings
Orders & Quotes
Order Statuses
Order Types Options
Advanced Options
Point of Sale
Receipt Printer
Advanced POS Print Options
Pole Display
Advanced POS Options
Products
Product Options
Default Margins Options
Product Info
Advanced Options
Purchases
Purchasing Options
Advanced Options
General
Document Management
Email Notifications Options
Updates
Advanced Server Settings
Help System
VAT Settings
VAT Settings
You're Ready to Go!
Products and Services
Products
Product Sales History
Adding a New Product
Adding a New Product
Product Details
Product Pricing
Product Stock Levels
Product Notes
Product Info
Editing Multiple Products
Designing & Printing Product Labels
Printing Product Labels
Importing Products into Easify
Importing Products into Easify
Supported Import File Types
Doing a Product Import
Customers
Customers
Orders & Quotes
Orders & Quotes Main Window
Order Status Explained
Working With Orders
Raising a New Order
Working With Products
Product Status
Internal Notes
Document Management
Scheduling
Assigning Users to Jobs
Keeping Track of Hours
Billing
Taking Payments for Orders
Purchasing
Purchasing
Raising a New Purchase
Adding Notes for Your Supplier
Purchase Internal Notes
Document Management
Scheduling Purchases
Recording and Searching Serial Numbers
Paying for Purchases
Paperwork Designer
Overview
Working with Text
Working with Pictures
Working with Boxes and Lines
Working with Data
Working with Sections
Section Editor
Menu Editor
Formula Editor
Advanced Field Formatting
Document Security
Toolbar Reference
Point of Sale
Electronic Point of Sale (EPOS)
Raising a Sale
Cancelling a Sale
Changing Product Quantities
Adding Comments to a Product
Selecting a Customer for a Sale
Creating a New Customer for a Sale
Discounting a Sale
Loading and Saving EPOS Sales
Printing Receipts & Other Paperwork
Taking Payments
Returns and Refunds
Setting the Float
Cashing Up
Knowledgebase
Knowledgebase Overview
Knowledgebase Article Editor
Users & Security
Security
Users
User Permissions
Finance
Finance
Accounts
Accounts
Cashbook
Cashbook
Bulk Invoicing
Troubleshooting
Installation Problems
Installation Error Codes Explained
MSXML6 Setup Failed
The SQL Server service failed to start
Could not load file or assembly when loading reports
Crystal Reports 2008 Runtime SP1 - Error 1935
Easify Advanced Server Upgrade
Easify Advanced Server (EASU)
Getting Started with EASU
EASU Installation Guide
Easify Advanced Server Manager
Running Multiple Companies in Easify
Running Multiple Companies in Easify
Installing an Additional Company
Installing EASU for a New Company
Scheduled Orders, Purchases & Backups
Scheduling Overview
Scheduling Recurring Orders
Scheduling Recurring Purchases
Scheduled Backups
Creating Scheduled Tasks
Viewing & Editing Scheduled Tasks
ECommerce with XML/SOAP
ECommerce with XML/SOAP
Easify Connector for WordPress / WooCommerce
Easify Connector for WordPress / WooCommerce
Installation Guide
Setup Options
Orders Options
Customers Options
Shipping Options
Payment Options
Logging Options
YesPay
YesPay Card Payment Processing Overview
What You Will Need
Setting up YesPay
Taking Payment with Chip & PIN
Taking Cardholder not Present Payments
Guides
How to move Easify V3 to another computer
How to manually uninstall Easify V3
Easify V3 is no longer supported.
For continued support and to get the latest features we recommend that you
upgrade from V3 to V4
as soon as possible.
CLICK HERE TO LEARN MORE ABOUT UPGRADING TO EASIFY VERSION 4
NOTE:
This help article refers to Easify Version 3 which is
no longer supported
.
Click here if you are looking for Easify Version 4 help articles
.
YesPay Card Payment Processing Overview
Please note that since YesPay was bought out by WorldPay, we only support YesPay as a legacy solution. We are no longer able to assist with setting up new YesPay accounts.
Easify supports YesPay card payment processing, allowing you to process credit and debit cards via mail order or telephone (MOTO) or using a Chip & PIN pin pad for cardholder present transactions from directly within Easify.
Mail Order / Telephone (MOTO) Card Processing
If you need to process card payments via telephone or by mail order, Easify with YesPay gives you the ability to do so without leaving Easify.
You simply go to take a card payment in Easify as usual, select cardholder not present as the payment method when prompted. You then enter your customers card details directly into the on-screen prompts. When you submit the payment to YesPay, the transaction is processed securely via the internet.
Chip & PIN Card Processing
Easify with YesPay installed can also be used for Chip & PIN card transactions.
With this mode of operation you purchase and connect a USB Chip & Pinpad (PED) to your Easify computer, and Easify will then allow you to process cardholder present card payments.
When you go to take a card payment in Easify, the amount due from the customer will be automatically sent to the PED, and the customer will be prompted to insert their card and enter their PIN. The transaction will be processed securely over the internet, and the results of the transaction will be automatically recorded in the Easify cashbook.
PCI-DSS Compliance
Easify and YesPay provides you with everything you need to easily achieve PCI-DSS compliance without the need for expensive and time consuming audits and network penetration tests.
YesPay is a fully PCI-DSS pre-accredited payment solution, and they have arrangements for PCI-DSS pre-accreditation with all the major banks such as Lloyds, Barclays, NatWest etc... By choosing YesPay as a payment gateway provider you can let them take care of the digital security that is required to be PCI-DSS compliant.
Because all sensitive card processing data is handled entirely by YesPay, and no sensitive card data is stored or even read by Easify you can achieve PCI-DSS compliance with a minimum of effort and expense.
YesPay Internet Based Credit Card Processing
Because YesPay securely processes card payments via the internet, you do not need to provide and pay for a separate PSTN telephone line as would be the case with a traditional rented PDQ machine. As long as the PC that you run Easify/YesPay on has an internet connection YesPay will be able to connect to the payment gateway on the internet and process card transactions.
Visit the Easify website for
more information about getting setup with YesPay
.