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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
.
What You Will Need
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.
In order to be able to use YesPay with Easify you will need the following:
Easify version 3.52.1.22 or later version
Merchant account with your bank
YesPay Account
Chip & PIN Pinpad (PED) if using cardholder present transactions
Easify version 3.52.1.22 or later version
YesPay integration was introduced with Easify version 3.52.1.22 (Feature Pack 6).
If you are running an earlier version of Easify you can upgrade to the latest version for free by
downloading the latest version from our website
.
Merchant account with your bank
There are three accounts that you will need in order to be able to take card payments, these are the payment gateway account (YesPay), the merchant account and your business current account.
Card payments you receive flow from the payment gateway to the merchant account to the current account.
You will no doubt already have a business current account, or if you are a startup company you will probably be in the process of setting this up. We will discuss the YesPay account in a short while.
You will need to setup the merchant account with your bank, they will be able to guide you through this process and make the necessary arrangements. Typically there are three types of merchant account (though exact terminology and account types can vary between banks):
Retail Merchant Account
Used for processing card payments taken at the point of sale i.e. Chip & PIN transactions.
If you are using a Chip & PIN PED you will need this type of merchant account.
MOTO Merchant account
M
ail
O
rder/
T
elephone
O
rder - used when you take payments where the cardholder is not present (CNP).
If you only process card transactions over the telephone or mail order when the card holder is not physically present you will need this type of merchant account.
Internet Merchant Account
Used for processing payments that originate on the internet i.e. online shop or ecommerce system.
You will
NOT
need this type of account for an Easify/YesPay chip and pin or MOTO solution.
Note:
If your bank suggests this type of merchant account, this is usually an indication that the person at the bank you are dealing with has mis-understood what type of merchant account you need. This can happen if they are not personally familiar with YesPay and are mistaken in thinking that YesPay is an online (eCommerce) payment solution, where in fact YesPay just uses the internet to connect to the card processing servers instead of a phone line.
YesPay Account
Once you have your merchant account in place you can apply for a YesPay account.
To apply for your YesPay account,
download the application form here
, complete it and return it to us
sales@easify.co.uk
. Alternately you can post it to the following address:
Easify Ltd
YesPay New Accounts
Lynch Lane Offices
Weymouth
Dorset DT4 9EU
Please contact us if you need any assistance in filling out the forms.
Alternatively you can send the completed forms to
YesPay
at the following address:
Sales Department
YESpay International Limited
Checknet House
153 East Barnet Road
Barnet
Hertfordshire EN4 8QZ
Chip & PIN Pinpad (PED)
If you want to use Easify/YesPay for processing cardholder present transactions you will need a Chip & PIN PinPad (PED).
Traditional PDQ machines for taking card payments are usually rented for a monthly fee. With Easify/YesPay you purchase your own PED which means that you don;t need to rent a PDQ. You still need to pay monthly YesPay account fees, but purchasing your own PED typically equates to a cost saving over time.
More information on purchasing a PED can be found in our online shop
.