THE ONLY TRUE DYNAMIC REAL-TIME QUICKBOOKS INTEGRATION!
To manage the stored credit cards you have on file, please log in to the Instant Accept web portal. Then on the left side go to Acquiring side of the menu, click on Token manager. Token Manager is where you can update or remove stored cards for your customers.
Saving Customer Stored Profiles for Recurring Payments and Much More Customers are the life blood of all businesses. Many businesses have a customer base that pay for products and services on a monthly or regular basis. Securely saving and storing the customer’s credit card information for future use benefits both parties. Instant Accept refers to […]
Instant Accept Hierarchy > Merchant > Stations tab – Export to PDF and CSV stops workingHierarchy > Merchant > Users tab – Edit user redirects to invalid URL if sorting is applied Token Manager > Grid sorting distorts the grid Left menu visibility on few pages First Data Provisioning MID validation Add/ Edit Merchant window […]
To create a stored profile, open the Virtual Terminal. 1. click on the “save profile” box in the virtual terminal when processing a transaction. 2. An additional details field will pop-up where you can fill in the customer information.
Process Transactions Directly Within Instant Accept Through EMV certified CardPointe Integrated Terminals Instant Accept (IA) and its proprietary accounting plugin solution that enables the only true dynamic accounting program integration for creating and paying invoices has completed its integration for CardConnect’s CardPointe Integrated terminals platform. Making integrations with CardPointe’s EMV certified CardPointe Integrated terminals even […]
From the Virtual Terminal, Click “go to send the transaction to the bolt terminal”, Enter the card to complete the transaction. Learn More About the CardPointe Integrated Terminals Integration Contact us to find out how Integrating CardPointe’s EMV Certified Terminals with Instant Accept can help your business. Lean More Schedule a Demo Want to see […]
Recurring Billing and Invoicing in Instant Accept Recurring billing and invoices can be useful in several scenarios that occur regularly in many types of businesses. In this blog we will explore two ways a business would use recurring invoicing and receive recurring payments for their products and services. Benefit from Recurring Billing and Invoices on […]
Instant Accept What’s New Convenience Fee implementation on Hosted Payment page Added Switch Account feature for multiple concurrent logins Updates and Changes Removed ACH section from Convenience Fee settings because convenience fee is charged for Credit Card form of payment and not standard form of payment and ACH is standard form of payment Hierarchy > […]
To set-up a convenience fee, simply log into the , Instant Accept gateway. Go to Hierarchy Click on the “Convenience Fee” tab. You can select what type and how much of a convenience fee you would like to set-up and save. Want to see more tips and tricks to help you find ways to speed […]
Adding a Convenience Fee to their invoice may be a way to help merchants recoup the high costs of accepting credit cards. Using a Convenience Fee to Offset Credit Card Fees Credit card processing fees can really add up over the course of the months and year. Instant Accept provides a method for merchants to […]
