FREQUENTLY ASKED QUESTIONS

ACCOUNT SET UP
I’d like to subscribe to EQPay

Welcome! It is simple and FREE to sign up and start receiving the benefits of EQPay. To start simply follow these simple few steps:

  1. Click this link Create New Account
  2. Enter all the appropriate details
  3. Select the Create My Account button at the bottom
  4. Wait to receive a Welcome email. This can take up to 2 hours for your new account to be processed.

For any other issues with signing up for a FREE EQPay account, contact our support staff:

Email: support@EQPay.com

Phone: 1300037729

Simply click on the chat widget below.

How do I log in?

Go to EQPay website

Select Log In from website menu banner at top of screen.

Input your registered Email address.

Input your Password.

Select Stay Logged In if required.

Select Log In.

OR

Go direct to Log In page by clicking HERE

Input your registered Email address.

Input your Password.

Select Stay Logged In if required.

Select Log In.

How do I view my personal details?

Go to EQPay website and Log In with Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

In the left hand menu select Account.

In the right hand menu select Profile.

Your personal details, including opportunity to update your Password and change your Security Question, will present.

How do I change account details?

Go to EQPay website and Log In using Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

In the left hand menu select Account.

In right hand menu select Settings.

Select Remove button in centre of screen.

When confirmation of action screen presents, select OK.

Enter new account details.

In right hand menu select Save Settings.

Update Success notification will present.

A member has not received their email of invitation to register with EQPay.

If a member has not received their email of invitation you will need to check:

  • Has the email issued to their Junk mail by mistake? If so, click Allow emails from this sender.

Confirm the correct Email address has been entered to issue the invitation to register. EQPay is unable to recognise undelivered mail, so there is no notification that an incorrect email address has been used.

How do I add another entity?

Go to EQPay website and Log In using Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

In the left side menu select Portfolio.

In the right hand menu select Add.

Select Yes on the screen to confirm you are adding a new entity.

Input details of the entity.

Select Add.

How do I add an owner?

Go to EQPay website and Log In using Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

In the left side menu select Portfolio.

In the right hand menu, select Add.

Select Owner in the dropdown list.

When the Search screen presents, input the owner’s email address.

If the Owner is already registered with EQPay their name will present. So select Add.

If the Owner is not registered with EQPay enter Email details in the Send box.

Select Send and an invitation will be sent to the Email address inviting the owner to register with EQPay.

Repeat Add Owner for each owner.

Once all owners are added, select Edit Share and input the percentage of the stake for each owner. Please note you cannot continue if the percentage does not equal 100%.

Select Save.

How do I remove an owner?

Go to EQPay website and Log In with Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

From the left hand menu Select Portfolio.

Double click the entity you want to remove the owner from.

The owner listing will present.

Select the tab under the column titled Remove against the owner to be removed.

Hover your mouse over the tab against the owner to be removed and it will turn red. Check this is the owner you want to remove and click on it.

A confirmation screen that you want to remove this owner will present.

Select the Yes tab.

You will be automatically returned to the list of owners.

You will be required to Edit Share of the remaining owners to make up the 100% ownership. (See FAQ: How do I make changes to ownership shares?)

OR

You will need to add a new owner for the outstanding percentage stake. (See FAQ How do I add an owner?)

How do I make changes to ownership shares?

Go to EQPay website and Log In using Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

Select Portfolio in left hand menu.

Double click the entity for which you would like to adjust the ownership share percentage.

When the Owners listing presents, select Edit Share in the right hand menu.

When the Edit Share screen presents, amend the share percentages and select Save.

The entity will now present as Suspended.

The registered owner whose share has been adjusted will have a Pending note against them.

This is because registered owners will need to acknowledge the change to their share of ownership via an email issued to them.

Once the registered owners have accepted the changes, the entity that is owned will resume Active status (so long as the shares add up to 100%).

Log out and back in so the updates are recorded.

How do I add a service provider to a profile?

Go to EQPay website and Log In using Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

Ensure you have updated your User Type to include Service Provider (See FAQ – Update User Type for instructions on how to do this.)

In the top of the left hand menu select the Service Provider tab.

Fill out the details required.

Select Save Settings.

Note: the Service Provider Tab in the left top corner will have a 1 indicating there is a notification to action.

In the left hand menu select the Service Provider tab to access the notification screen.

In the right hand menu select the tick to accept the Service Provider assignment or a cross to decline.

Once actioned, the notification will be deleted.

Check the list of entities the service provider services by selecting Portfolio in the left hand menu.

How do I update User Type?

Go to EQPay website and Log In using Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

In the left hand menu select Account.

In the right hand menu select Profile.

Under User Type select the relevant option.

In the right hand menu select Save Settings.

How do I email owners?

Go to EQPay website and Log In with Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

In the left hand menu select Portfolio. 

Double click the entity whose owners are to be emailed.

In the top right hand corner select the Email Owners grey tab.

When the Email template presents, input subject and message and select Send.

Your Email will issue to all owners of this particular entity.

How do I email all owners?

Go to EQPay website and Log In with Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

In the left menu select Portfolio.

In the right hand menu select Email All Owners.

When the Email template presents, input the subject line and message in body and select Send.

A Successful notification will present with a summary of Email addresses of the recipients.

Select X in top right corner to dismiss.

How do I view notes, images and videos?

Go to EQPay website and Log In using Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

In the left hand menu select My Entity (owners) or Portfolio (managers).

Your list of entities will present.

In the right hand menu select View.

In the right hand menu select Notes, Images or Videos.

INVOICING
How do I create an invoice?

Access your account via your Log In screen with your Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

In the left hand menu select Invoices.

In the right hand menu select +New Invoice. 

When your invoicing screen presents, input your invoice number.

Click in the Select box for drop down options and choose the active entity you want to invoice.

Input your Item number.

Click in the Invoice item box and type in the name of the item to be charged.

Once the item name has been typed, select the replicated name next to Add that has been produced underneath the item box. This will add the item to a drop down list for future selection.

Input the rate of charge (exclusive of GST.)

Input the quantity to be charged to the rate.

The system will automatically apply the Item Value.

Select the red +ADD ITEM bar.

You can now add further items following the same steps ensuring after the final item you select +ADD ITEM bar to add the final item to the invoice.

Our invoicing will auto distribute the shareholder percentage of costs to each Owner member.  You can select not to charge an Owner by selecting the ticked box that will remove the charges for this invoice for the chosen Owner.

Terms will automatically present as 7 days.

There is a box at the bottom of the invoice screen to add any relevant Notes required. These notes will present on each invoice.

Once the invoice details have been completed, select the Create Invoice bar at the bottom of the screen.

This invoice will automatically be distributed via an email to Owner members with a PDF attachment of the invoice.

How do I remind owner members a payment is due?

Go to EQPay website.  Log In to your account with your Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

In the left hand menu select Invoices. 

Click on the Invoice the reminder is to be sent for

In the right hand menu select the Send Reminder blue tab.

A reminder notice is sent instantly via email to all Owner members with an outstanding balance on that invoice.

A notification screen presents to advise that the reminder has been issued successfully.

In the top right hand corner click on the cross to dismiss.

You will notice that the invoice that has had a reminder issued now has a Reminder Icon attached to the status.

How do I issue a credit or adjust a payment on an invoice?

Go to EQPay website and Log In to your account with your Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

Select Invoices on left hand menu and select Credit Note on right hand menu.

When the Credit Note screen presents, select Credit To from the drop down list.

Selecting All Owners will automatically insert all owner members and the percentage of their stake in the entity.

Selecting an individual owner will automatically credit that individual for the percentage of their stake in the entity.

Input the description of item for credit.

Input the whole credit amount including GST portion. The EQPay system will automatically distribute the percentage of credit to each Owner member.

Credit Note Icon now appears alongside the details of the invoice.

How can I generate a statement of my invoices?

Go to EQPay website and Log In with Username and Password.

When the landing screen presents, select in the top right corner to dismiss.

In the left hand menu select Invoices.

In the right hand menu select Email Statement.

Send email of statement confirmation screen will present.

Select Send Statement.

Successful notification screen will present.

Select X in top right corner to dismiss.

You will receive an email with a PDF attachment with your statement of invoices.

How do I view an invoice?

Go to EQPay website and Log In with your Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

In the left hand menu select Invoices. 

Click on the invoice you wish to view.

All relevant details and options for that invoice will present in the right-hand window.

How do I withdraw funds?

Go to EQPay website and Log In using Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

In the left hand menu select Account.

Input the amount you wish to withdraw in the white Withdrawal box in the right hand menu.

Then select the blue tab Withdrawal in the right hand menu.

Successful Withdrawal notification will present.

The Balance in the left hand menu will update to reflect the new balance.

How do I batch upload invoices?

Go to EQPay website and Log In with Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

In the left hand menu select Portfolio.

Note the ID numbers of the entities that are to be invoiced.

In the left hand menu select Invoices.

In the right hand menu select Batch Upload.

Select Template CSV.

Open the worksheet that presents as an Excel spread sheet with columns pre-titled.

If you are invoicing from a single invoice with multiple items, all items will be input on the one line with that invoice number recorded.

If you are invoicing from several invoices, each invoice will need to be recorded individually.

Save the worksheet and close.

Return to your EQPay account and select the Choose File tab.

Select the saved worksheet and the title of the document will present beside the Choose File tab.

Select Submit.

The invoicing information from the worksheet will present on the screen.

To issue All invoices select the grey button top left under the Submit tab.

To issue specific invoices, individually select the grey button beside the relevant invoice under Import.

On the right hand side above the table select the blue tab Create Selected Invoices.

Successful notification will present confirming the number of invoices created and the number of invoices that failed.

Select X top right corner to dismiss notification.

In the left hand menu select Invoices to see new invoices listing.

An email will issue to Owner members advising of the new invoice with a PDF attachment of the invoice.

How do I view payment history?

Go to EQPay website and Log In with Username and Password.

When the landing screen presents, select X in the top right corner to dismiss.

In the left hand menu select Account

In the right hand menu select History

A log of payments will present

How do I adjust my balance and top-up amounts?

Go to the EQPay website and Log In using your username and password

Landing screen presents, select X in the top right corner to dismiss

In the left hand menu select Owner tab.

In the left hand menu select Accounts.

In the right hand menu select Settings.

To change the Balance, overtype the default amount with the new amount.

To change the Top Up amount, overtype the default amount with the amount you wish to change to.

Input your account details if not already completed.

In the right hand menu select Save Settings.

The Direct Debit Request will present.

Read and tick agreement to the Terms and Conditions.

Select Next.

Direct Debit Request Authority will present.

Read and tick the Acknowledgement.

Select Submit.

Update Success notification will present.

An email will be issued when you change your auto Top Up settings confirming the new balances.

An email will be issued with your Direct Debit Request Agreement including two PDF documents.