Instant Accept Archives - Page 5 of 13

Bug Fixes for November 19, 2020

Instant AcceptNovember 19, 2020Bug Fixes, Instant Accept, QuickBooks Integration, Support, UpdatesGateway Sync, Hierarchy, Order Manager, Provisioning Updates, QuickBooks, SEC Codes, Transaction ID3 Comments

Consistent toaster messages Gateway Sync – Transaction ID that is showing in QuickBooks (notes field) doesn’t match with Order Manager Transaction ID Hierarchy Edit User Bugs Provisioning – SEC Codes do not load properly Release Version: 1.74.18.15 Other Updates This Month November 19, 2020 – Enhancements – Release Version 1.74.18.15November 04, 2020 – Bug Fixes […]

Bug Fixes for November 04, 2020

Instant AcceptNovember 4, 2020Bug Fixes, Instant Accept, QuickBooks Integration, Support, UpdatesEdit Merchant, Hierarchy, Internet Explorer, QuickBooks3 Comments

Hierarchy broken in IE Edit Merchant – The warning pop up (close without save) appears after window closes Release Version: 1.74.18.14 Other Updates This Month November 04, 2020 – Enhancements – Release Version 1.74.18.14November 19, 2020 – Bug Fixes – Release Version 1.74.18.15November 19, 2020 – Enhancements – Release Version 1.74.18.15

Features and Enhancements for November 04, 2020

Instant AcceptNovember 4, 2020Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Integration, Support, UpdatesAdmin, PDF, PO Number, Products, QuickBooks3 Comments

What’s New Global Admin – Impersonate User Connecting Products to Permissions Bring PO Number to Emailed PDF Release Version: 1.74.18.14 Other Updates This Month November 04, 2020 – Bug Fixes – Release Version 1.74.18.14 November 19, 2020 – Enhancements – Release Version 1.74.18.15 November 19, 2020 – Bug Fixes – Release Version 1.74.18.15

Bug Fixes for October 06, 2020

Instant AcceptOctober 6, 2020Bug Fixes, Instant Accept, QuickBooks Integration, UpdatesACH, ACH Transactions, CardConnect, Create Invoice, Customer Invoice, Edit Merchant, Email Receipts, Gateway Sync, Instant Accept Desktop, Instant Accept Installer, Invoice, Invoices, Merchant Boarding, Opening Invoices, Order Manager, Permissions, QuickBooks, QuickBooks Desktop, Recurring, Recurring Manager, Report Scheduler, Saas QuickBooks Desktop, Transaction ReceiptsNo Comments

Instant Accept Bugs in ACH transaction receipt Email transaction receipt – Authorization response doesn’t display in correct format for CardConnect. Bug in type-ahead auto complete address filling for merchant boarding Bug in Permissions to show/hide tabs under Edit Merchant Bug in Order Manager for ACH transactions Report Scheduler is not sending reports Recurring Manager – […]

Saving Stored Profile Within Instant Accept

Instant AcceptSeptember 23, 2020Features, Instant Accept, QuickBooks Integration, Stored ProfilesRecurring Billing, Recurring Invoices, Recurring Payments, Saved Customer Profiles, Stored Profiles1 Comment

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 […]

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 […]

Managing Stored Profiles

Instant AcceptSeptember 10, 2020Features, Instant Accept, Stored Profiles, Tips, Tips & TricksCustomer Record, Newsletter, Stored Profiles, Virtual TerminalNo Comments

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.

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 […]