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Refund Transactions Option 2 The following steps will walk you through one option to be able to refund transactions. Click the “Make a Sale” icon in the center top of your QuickBooks POS screen. NOTE: To utilize this option you will need to contact the Instant Accept support team at (855) 220-2840. They can then […]
Part A: Voiding Transaction in Instant Accept POS Follow these steps for voiding transaction in Instant Accept POS and QuickBooks POS. Click on the ‘Sales History’ icon is the center top of your QuickBooks Point of Sale screen. Search by customer name or receipt number. Choose the receipt that you would like to void in […]
How to Make a Sale Video Demo This video will walk you through the steps to make a sale within Instant Accept Point of Sale and QuickBooks. https://youtu.be/cr10CMQQLJI Transcript to Video of How to Make a Sale in Instant Accept Point of Sale Welcome to our How To Make a Sale within InstantAccept Point of […]
Applying Payments to Layaway After you create your layaway in QuickBooks POS, you will then follow the next steps: Click the “Green Drop Down” button, in the top left corner, that says ‘I Want to’, Select ‘IA Layaways Order’ from the drop down area Click the last name of the customer, on the right side […]
Pay Invoice Within Instant Accept and QuickBooks Online This walk through shows you how to pay invoice within Instant Accept Online and syncs with your QuickBooks data. Quickly and easily apply payments to invoices by following these simple steps. When payments are applied to invoices, the information automatically syncs with your QuickBooks in the background. […]
QuickBooks Point of Sale and Instant Accept Point of Sale Demo Video Hello Everyone, I am here to tell you a little bit about InstantAccept and give you a demo of how it works with QuickBooks Point of Sale in this InstantAccept Point of Sale video. This version is InstantAccept Point of Sale, we are […]
How to Make a Sale in Instant Accept Point of Sale Click on the ‘Make a Sale’ button on the left side of the screen in your QuickBooks POS. Select the item being purchased. Choose your customers payment type. Then click the “Process” Button. Note: If you are using a card reader, click swipe before […]
How to Make a Deposit on a Sales Order After you create your Sales Order in QuickBooks POS you will click the drop down option that says ‘I Want to’ and choose IA Sales Orders. Select the Sales Orders you would like to take a deposit on (A). Then click ‘Take Deposit’ (B). Type in […]
Depositing Funds to a Work Order Within Instant Accept and QuickBooks Point of Sale After you create your Work Orders in QuickBooks Point of Sale you will click the drop down option that says ‘I Want to’ and choose ‘IA Work Order’. Select the Work Orders you would like to take a deposit on (A). […]