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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 > […]
Instant Accept Going to Virtual Terminal when merchant is selected in GHS should pull the selected merchant’s stations only in GHS popup window Token Manager > Card Updater Tokens Report – GHS window to choose Merchant from does not pop up Delete profile bug in Token Manager Hierarchy > Merchants > Users tab – Resend […]
May 2020 Tips and Tricks for Instant Accept and QuickBooks Verifying Your Connection In your system tray, you can right click on the Instant Accept service icon and check the status to verify you are connected. Want to see more tips and tricks to help you find ways to speed up your bookkeeping and payment […]
Instant Accept What’s New New ‘Fees Report’ added Updates and Changes Added tool tips to all products in Product & Services tab Station provisioning UI and functional changes – phase 1 Added ‘Print Receipt’ option in add / edit terminal from Terminal Manager and Station Instant Accept SaaS and Plugin Batch email should pick the […]
Instant Accept UX bugs in Notifications tab under Hierarchy The hosted payment config page is duplicating https in the UI causing issues when saving Token Manager – Deleting the token throws dependency error Instant Accept SaaS and Plugin When Deposit To Account setting does not reset when accounting package is switched and when IA try […]
Creating Invoices and Updating QuickBooks Many businesses have salespeople and outside service people that take orders and payments remotely. These new orders and payments then need to be manually entered into the business’s QuickBooks® accounting package. This can be time-consuming and increases the possibility of entry errors. Instant Accept offers a solution to this problem. […]
What is PCI Compliance? Small Business 101 Every time a business swipes, inserts or collects a customer’s credit card; a massive amount of sensitive data is exchanged. PCI compliance and security standards are the safeguard that maintain and protect this data exchange. Instant Accepts POS Gateway makes PCI compliance easy and straightforward for small business […]
Instant Accept Miscellaneous bugs fixes and UI fixes in Recurring Manager Auto format the Mobile Number field to US format (000)-000-0000 in all forms. Boarding merchant with ACH billing produces object reference error. Miscellaneous UI bugs in Hierarchy and Virtual Terminal. The dashboard and hierarchy views come up blank in IE browser Hierarchy view – […]
Instant Accept Report Scheduler not send reports Saving billing info for free trial merchant produces an error Left Menus visibility based on the page being loaded Sorting, Filtering and Exporting on Batch Summary report Instant Accept SaaS and Plugin Instant Accept QuickBooks Service – Saving login credentials produces an error “An unexpected error occurred. Please […]