Integrations Archives - Page 4 of 10

Bug Fixes for September 17, 2020

Instant AcceptSeptember 17, 2020Bug Fixes, Deposits, Instant Accept, QuickBooks Integration, Support, UpdatesCSV, Edit Merchant, First Data, Hierarchy, Instant Accept Financial, Instant Accept Online, Instant Accept Plugin, Instant Accept POS, Invoice, Invoices, Make a Sale, Merchant, MID Validation, PDF, Provisioning Updates, QuickBooks, QuickBooks Financial, QuickBooks Online, Recurring, Stations, Stored Profiles, Token Manager, Users, Virtual Terminal3 Comments

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 […]

Features and Enhancements for September 17, 2020

Instant AcceptSeptember 17, 2020Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Integration, Support, UpdatesCustom 404 Page, Instant Accept Plugin, Instant Accept POS, Instant Accept Settings, Invoices, Payment Links, QuickBooks, Receipts, Stored Profile, Token Manager, tokenization, Virtual Terminal2 Comments

Instant Accept Updates and Changes Updated the 404 page layout and theme based on PLG Updated the Tokenization (Token Manager and Stored Profile panel in VT) access and visibility through permission and service Instant Accept SaaS and Plugin What’s New Added an ability to turn off IA receipt from IA Settings for IA POS plugin […]

Integrate CardPointe’s EMV Certified Terminals with Instant Accept

Instant AcceptSeptember 10, 2020Features, Hardware, Instant Accept, Instant Accept Point of Sale, Integrations, Point of SaleCardPoint, CardPointe Integrated Terminals, EMV1 Comment

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 […]

Features and Enhancements for September 03, 2020

Instant AcceptSeptember 3, 2020Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Support, UpdatesAccount Holder Type, ACH, Create Invoice, Create Profile, Customer Credit, Instant Accept Installer, Instant Accept Plugin, Instant Accept SaaS, Merchant, Partner, Pay Invoices, QuickBooks, QuickBooks Financial, QuickBooks POS, QuickBooks Service, Receive Payment, Reseller, SaaS, SEC Codes, Virtual Terminal1 Comment

Instant Accept What’s New Added SEC code options in station provisioning for ACH Added an ability to always auto store Card and ACH profiles from Virtual Terminal and removed the manual ‘Create Profile’ option from Virtual Terminal. Added an ability to set GHS from Partner/Reseller/Merchant grids and when user navigates, the subsequent behavior correctly corresponds […]

Bug Fixes for September 03, 2020

Instant AcceptSeptember 3, 2020Bug Fixes, Instant Accept, QuickBooks Integration, UpdatesACH, ACH Profiles, Create Profile, QuickBooks, SEC Codes, Virtual Terminal3 Comments

Instant Accept Merchant Signup Link opens with an error if IA product is disabled IA Merchant Signup Form – Auto Capitalize the first letters of First Name and Last Name Sales Reps – Export PDF or CSV is not working Bug fixes in Switch Account feature Token Manager > Add / Edit Profile – The […]

Features and Enhancements for August 15, 2020

Instant AcceptAugust 15, 2020Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Integration, Support, UpdatesACH, Billing Reports, Create Recurring, Credit Card, Customer Record, Hierarchy, Instant Accept Plugin, Instant Accept Settings, Invoices, Provisioning Updates, QuickBooks, Sign Up LinksNo Comments

Instant Accept What’s New New Instant Accept Signup Link Updates and Changes Instant Accept Signup enhancements ACH Billing Reports improvements Hierarchy UI – Main action buttons in solid filled color Station Provisioning UI and functional changes Renamed unclear entity and entity user permission names Removed old style GHS drop-down list Instant Accept SaaS and Plugin […]

Bug Fixes for August 15, 2020

Instant AcceptAugust 15, 2020Bug Fixes, Instant Accept, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Support, UpdatesBilling Information, Create Invoice, Create Login, Customer Information, Customer Potal, Edit Customer Information, Edit Invoice, Email Invoice, Gateway Sync, Instant Accept Installer, Instant Accept Plugin, Instant Accept POS, Instant Accept SaaS, Invoices, Make a Sale, QuickBooks, QuickBooks Financial, QuickBooks Online, Saas QuickBooks Desktop, SaaS QuickBooks Financial, Stored Profile, Transactions, Unpaid Invoices, Virtual Terminal1 Comment

Instant Accept 1.74.15 installer – Checking the status of background service throws an error IA SaaS QB Desktop – Email Invoice to Customer > Create Login – Error: Specified Cast is not valid Gateway Sync > Create Invoice to merge the transaction – UX bugs Instant Accept SaaS and Plugin Billing Information and CustomerName:Job is […]

QuickBooks Desktop and Instant Accept Demo

Instant AcceptAugust 12, 2020Demos, How Tos, Instant Accept, Instant Accept Demos, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Tips, VideosCustomer Record, Email Invoice, Email Receipts, Instant Accept Demo, Instant Accept Settings, Instant Accept Videos, Instant Accept Walkthroughs, Invoices, Pay Invoices, Process Payments, QuickBooks Desktop, QuickBooks Profile, Sales Tax, tokenization, Transaction Receipts, Unpaid Invoices, Void InvoiceNo Comments

https://youtu.be/oKhuGAfvoZw Link to video on YouTube. QuickBooks Desktop and Instant Accept Demo Video Transcription: Hello, and welcome to the instant accept installation video for QuickBooks Desktop. In this video, we will go over how to set up your instant accept account with QuickBooks. We will walk through how to sync your instant accept account with […]

CardPointe Integrated Terminal Transactions Through Virtual Terminal

Instant AcceptAugust 10, 2020Features, Hardware, Instant Accept, Integrations, Tips, Tips & Tricks, Transactions, Virtual TerminalCardPointe Integrated Terminals, Complete Transaction, Newsletter, Send Transaction, Virtual TerminalNo Comments

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 […]

Features and Enhancements for July 23, 2020

Instant AcceptJuly 23, 2020Features and Enhancements, Instant Accept, QuickBooks Integration, Support, UpdatesGrid, Invoices, Order Manager, QuickBooks, Unsettled Transactions3 Comments

Instant Accept Updates and Changes Made improvements in Unsettled Transactions grid response time Made improvements in Order Manager grid response time Instant Accept SaaS Updates and Changes Invoices – Improved paging Release Version: 1.74.15 Other Updates This Month July 23, 2020 – Bug Fixes – Release Version 1.74.15July 07, 2020 – Enhancements – Release Version […]