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Installation Error Codes Explained
MSXML6 Setup Failed
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Crystal Reports 2008 Runtime SP1 - Error 1935
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Getting Started with EASU
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Running Multiple Companies in Easify
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Scheduled Orders, Purchases & Backups
Scheduling Overview
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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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What You Will Need
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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
.
Payment Routing
When you take payments for sales in Easify, you can choose which accounts the money is routed to depending on the method used to take payment, and also whether the payment was taken via the back office on a computer, or via a till using
Point of Sale
.
For example you might want
cash
payments to be routed to your Easify cashbox account, whereas you may want
card
payments to be routed to your Easify current account.
You can use
Payment Routing
options to configure which Easify account each Easify enabled computer on your network routes its payments to.
Here you can see a list of the Easify computers (and tills) on your network that have had payment routing configured for them.
Easify will prompt you to configure payment routing the first time you attempt to take payment for a sale via the Order Details of an order, or when you launch the
Point of Sale
for the first time.
Alternatively you can manually setup payment routing for your Easify computers by clicking the Add button.
Adding Payment Routing for a New Computer
If you want to take payments for sales via the Order details Window (accessible by double clicking orders in the main Orders & Quotes Window), any payments you enter will be routed according to the payment routing configured for that computer.
To setup payment routing for a new computer, click the
Add
button.
For
Computer Name
, enter the name of the computer as it appears in Windows.
You can find the name of your computer in Windows by right clicking 'Computer' and selecting 'Properties'.
For
Description
enter a meaningful description of the computer you are configuring.
Under
Payment Routing
you can select the destination account for each payment method that Easify accepts (Cash, Card, Cheque and Other).
Here we have accepted the default settings whereby cash and cheques are routed to the cashbox account, and cards and other payments are routed to the current account.
The
Use this computer as a till
option will be discussed in the next paragraph.
Click the
OK
button to accept your settings.
Adding a New Till
The payment routing for a till (Point of Sale) works differently to the payment routing for a computer (that isn't used as a till). When you take payment for an order via the Easify back office system on a computer, the payments will be routed straight to the destination account specified in the computers payment routing. For a till, all payments are routed into a special till account, and are then transferred to their destination accounts at the end of the shift when you cash up the till.
If you use the
Point of Sale
on a computer, you will need to configure the computer as a till. You can either launch
Point of Sale
on the computer in question, in which case you will be prompted to configure the till settings at that time. Alternatively you can setup the till via the
Payment Routing
options window.
To add a new till click the
Add
button.
When the
Configure Payment Routing for New Computer
Window opens, tick the
Use this computer as a till
checkbox, the window will change to the
Configure Payment Routing for New Till
Window.
As usual the
Computer Name
should be set to the name of the computer that will be used as a till.
You will notice that the
Description
has already been generated for you. When you create a till in Easify, a new till account is automatically created for you and the name of the till account is used for the description. You are free to change the description if you wish, for example it might be more meaningful for you to rename
Till 1
to
Trade Counter Till
.
The drop down lists where you choose payment routing for each payment method now refer to where payments will be routed
after cashing up
. For a plain old computer (not configured as a till) these drop down lists tell Easify where to route money when you take payment via the back office, however for a till all payments are routed straight to the till account and are only routed to these destinations after you cash up the till.
The
Route till payments to the
xxx
account
drop down list allows you to choose where payments taken on the till are routed to during the working period.
Transfer float from...
allows you to specify where the till takes its float from at the start of a working period.