Instant Accept Archives - Page 6 of 13

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 […]

Bug Fixes for July 23, 2020

Instant AcceptJuly 23, 2020Bug Fixes, Instant Accept, QuickBooks Integration, Support, UpdatesCards Expired, Filters, Instant Accept Plugin, Print Receipts, QuickBooks, QuickBooks Desktop, Recurring Manager, Virtual Terminal, Wells Fargo3 Comments

Instant Accept Recurring Manager – Bug fixes in Cards Expired filer Virtual Terminal – Print Receipt stops working. “Cannot read property: ToString” Wells Fargo Link Issues Instant Accept SaaS and Plugin IA QB Desktop Plugin – VT crashes when paying more than 15 invoices at a time If the merchant changes the password from merchant […]

Features and Enhancements for July 07, 2020

Instant AcceptJuly 7, 2020Features and Enhancements, Instant Accept, QuickBooks Integration, Support, UpdatesACH Profiles, Convenience Fees, Gateway Sync, Instant Accept SaaS, Instant Accept Settings, Invoice Details, Logins, Print Receipts, QuickBooks, QuickBooks Online3 Comments

Instant Accept Updates and Changes UX changes in multiple concurrent Instant Accept Logins Instant Accept SaaS and Plugin What’s New Convenience Fee support in Invoices and Sales receipts Ability to store multiple CC / ACH profiles for a Customer Updates and Changes Added new setting in IA Settings for ‘Convenience Fee Income Account’ which will […]

Bug Fixes for July 07, 2020

Instant AcceptJuly 7, 2020Bug Fixes, Instant Accept, QuickBooks Integration, Support, UpdatesACH, ACH Transactions, CardConnect, Customer Invoice, Edit Merchant, Edit Recurring, Gateway Sync, Grid, Instant Accept Installer, Instant Accept Plugin, Instant Accept SaaS, Invoices, Merchant Boarding, QuickBooks, QuickBooks Desktop, Receipts, Recurring Manager, Report Scheduler, Transaction Receipts, Transactions3 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 – […]

Increase Profits with Recurring Billing and Instant Accept

Instant AcceptJune 29, 2020Features, Instant Accept, QuickBooks Integration, Recurring ManagerImprove Revenue, QuickBooks, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Financial, QuickBooks Online, QuickBooks POS, QuickBooks Premiere, QuickBooks Pro, Recurring Billing, Recurring InvoicesNo Comments

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 […]