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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
.
Setting up YesPay
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.
Ok, so you've setup your Merchant account with your bank and just received the confirmation from YesPay that your application is complete and you are ready to install and configure YesPay to work with Easify...
You will have received several numbers from YesPay, namely your MID and TID. These stand for Merchant ID and Terminal ID. The Merchant ID is a number which uniquely identifies your organisation, the Terminal ID is a number that uniquely identifies the computer that you will be running YesPay on. Typically you will have one MID, but you may have multiple TID's if you are running multiple terminals to process YesPay payments. You will need these numbers shortly so make sure you have them to hand.
We will also assume that if you are using a USB Chip & PIN pinpad (PED) that you have installed it in Windows, and that you have a note of which virtual Com Port the device has been assigned.
Pre-requisites
Before you start the installation process there are a few pre-requisites that you will need to take care of.
Windows Updates
We recommend that you run Windows Update to make sure that your computer has all the latest Microsoft critical updates and service packs installed.
Install MSXML4
For Windows XP SP2 you will need to install MSXML4
Installing YesPay
First you will need to download the YesPay EasyVTerminal installation program. This is available to
download from our website here
.
Run the YesPay installation program EasyVTerminal-Version-2.2.4.1 on the computer that you want to process card payments on.
The installation process is fairly straight forward, just accept the defaults for the installer and make sure you leave the installation folder as
C:\YESEFT\
The installer will run for a minute or two before it completes.
When the installer has finished you will have a new folder C:\YESFT - browse to this folder in Windows Explorer.
In the C:\YESEFT folder locate and run EMBOSS-Setup.bat, when prompted enter 0 to use the default instance and press Enter.
Next you will be asked for your Merchant ID. Enter the merchant ID that you received from YesPay.
Note this is
NOT
the merchant number of your bank merchant account, make sure you use the YesPay issued MID.
Finally you will be asked for your Terminal ID. Enter the terminal ID you were given by YesPay, if you are setting up multiple terminals you will need to enter a different TID for each computer that will be acting as a YesPay terminal.
When done, press any key to exit Emboss setup.
At this stage you need to
reboot your computer
. No really, please reboot your computer at this point as it will ensure that the installation process completes smoothly.
After your computer has rebooted return to the C:\YESEFT folder and run
YESEFTConfig
Login with User ID:
Administrator
and Password:
admin12
Note the capital 'A' in Administrator - the User ID is case sensitive.
On the
General
tab of the
Instance Properties
select the
Pinpad
model that you are using (Verifone Vx810) ans select the
COM Port
that the pinpad is installed on. If the com port isn't listed in the drop down list simply type it in.
If you are not using a pinpad and are only using YesPay for cardholder not present transactions select
No Card Reader
from the list.
Next select the
Receipt
tab.
Make sure you tick the
Send Receipt to Socket
tick box otherwise you will be unable to print card receipts from Easify.
Click OK when done to exit config.
Launch YesPay by double clicking
YESeftInterface
this loads the YesPay card processing application that easify will communicate with when processing card payments.
Note:
You will want to drag a shortcut to YESeftInterface to your start menu to ensure that YesPay loads when Windows starts.
That completes the YesPay setup, you do not need to alter any other settings.
Enable YesPay in Easify
All that remains is to enable YesPay in Easify Options. Launch Easify and go to the
Tools->Options
menu.
Browse to the
Finance->YesPay
tab and tick
Enable YesPay
.
If you are using a PinPad tick the
Enable Chip and Pin Pinpad
tick box.
Leave all the other settings as defaults.
Troubleshooting
Com port error loading YESeftInterface
If you receive a COM Port error when launching YESeftInterface, make sure TCP Port 8443 outbound is open on your local firewall. You should not open this port on your main internet router firewall only on the local PC firewall.
Graphical corruption of YesPay card payment screens
If you experience graphical corruption of the on screen prompts when processing a card payment, such as missing graphics you may need to upgrade your graphics card drivers. Also make sure your graphics card settings are set to use application defined anti-aliasing and anisotropic filtering.
Buttons render blank in on screen prompts when processing a card payment
If buttons render blank in EVT you may need to change YESeftInterface.exe compatibility settings to Windows XP SP2 and to always run as administrator.
Card Transactions Process in USD and not GBP
Add the following line:
en.currency.826=GBP
to the following file: C:/YESEFT/properties/language.properties.