March 2018

Edit Signature Line on Receipts

How to Edit Signature Line Receipt

Follow these steps to edit signature line of your QuickBooks and InstantAccept Receipts.

  • Go to your POS home screen then select I Want to<IA POS Settings<Receipt Print
  • If you have a logo you would like to upload, simply click on the “Logo” box and upload your png formatted picture.
  • Enter your Merchant Info (Business name/Address/Phone/Website etc.) in the space provided.

Edit Signature Screenshot

(Optional) If you would like to resize/restructure your signature line receipt then select “Receipt Print Editor”.

Receipt Signature Preview

From here you can move/resize whatever field you like. Once finished press Save.

 

If this walk through does not help you try walking through the steps again or contact our technical support team or call (855) 220-2840.

Processing Card Transactions

Processing Card Transactions in InstantAccept Desktop Tips

This is a common misstep when processing card transactions within this InstantAccept Desktop.  When you’re done entering the card holders information (screen below) some merchants think they should click “process”, but if you notice, “process” is faded out in gray.

This walk through is for QuickBooks Pro, Premiere & Enterprise Users.

 

This is actually the “save” screen:

Card Processing Transactions Screen

 

After you click “save”, you will then be prompted to the process screen.

 

Should you continue to have issues please contact Technical Support.

Print Receipts Within QuickBooks

Print Receipts For Your Transactions

Print Receipts From QuickBooksSometimes as we are working through the day and accepting transactions we forget to print a receipt or the customer asks for their receipt. If you missed the chance to print your receipts for your transactions within your Quickbooks integration then you have another option.  This walk through will help QuickBooks Pro, Premiere & Enterprise users to retrieve their previous transactions to print their receipts.

First, you will need to exit out completely from your Quickbooks program and access the desktop version of InstantAccept.

Once open, you will see the dashboard. Click the “Transactions” icon.  This will allow you to see all payments processed within InstantAccept.  Filter in the dates then choose your desired transaction and to the far right, click print or email.

 

If this walk through does not resolve your issue contact our technical support team or call (855) 220-2840.