Tina Root

Increase Profits with Recurring Billing and Instant Accept

Recurring Billing and Invoicing in Instant Accept

How Can It Benefit You

Recurring Invoicing and Billing Setup in Instant AcceptRecurring 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.

In the first scenario a business creates one large invoice for their product or service and then takes periodic payments against it until the invoice is paid. An example would be a business that sells a product, service or membership and records the full sale as income at the time of the sale.

However, to make it easier for customers to afford, they give the customer the opportunity to pay it off over a specific time period. The merchant might even offer a discount if the customer is able to pay the entire amount at the time of purchase.

Instant Accept’s integration into QuickBooks allows for the payments to be charged automatically at a preset interval (weekly, monthly, quarterly etc.). Assuming the payment is successful, the QuickBooks invoice is updated in real-time. Here is a link to a short video on recurring billing that shows how Instant Accept is setup to handle this type of transaction.

Options for Using Recurring Invoices within QuickBooks®

In the second scenario a business sells a product or service on a SaaS (Software as a Service) model. Obviously, as the name implies this is immensely popular with software companies but is becoming increasingly more popular in other industries as well.

An example of this type of business would be a Point of Sale (POS) company that bundles the hardware, software, and support all into one monthly payment. In this case, the customer would most likely be required to agree to a two- or three-year contract. Thus, allowing the business to recoup the initial expense of the system. The business records the payments as monthly revenue as opposed to one big sale as in the first scenario.

QuickBooks has the functionality to auto-create monthly invoices that are a copy of an original invoice. In the example above the business is going to charge a certain amount each month at a minimum. They may update the copied invoice with extra charges in any given month, but the basic invoice remains the same.

Here is a short video of recurring invoices in QuickBooks demonstrating how this is best addressed in Instant Accept.


Start Increasing Profits With Recurring Billing and Invoices by Joining Instant Accept Today!

In the videos, Instant Accept is very versatile with how we can take payments and update QuickBooks®. Millions of different businesses use QuickBooks® for their accounting package. Instant Accept can be a money saver for many of them. For more information or to schedule a demonstration please contact us or call 855-220-2840.

Bookkeeping for Small Businesses Simplified

As a small business, accepting payments, managing your bookkeeping and your everyday accounting should be simple. Instant Accept is the only fully integrated payment acceptance product for all versions of Quickbooks, making it easy to manage small business accounting. The Instant Accept cloud-based software provides a seamlessly integrated application that accepts all payment methods either from a terminal or your desktop and records the information in Quickbooks with a simple touch of a button.

InstantAccept Logo ScreensConfident Bookkeeping

As a small business, it is crucial to feeling comfortable and confident with your company’s bookkeeping. If your bookkeeping falls behind, it can pose serious issues when attempting to make crucial strategic business decisions or to assess the prosperity of your business. Successful bookkeeping is not only about tracking where your company has been, but it is also about assessing the direction it is going.

When it comes to managing the finances of a small business, it is important to stay organized. Experts suggest tracking your financial data monthly in order to keep on track with goals and growth projections. If you track this accounting data monthly, it will allow you to view the areas where the company is increasing and the areas of the company that are decreasing. This will allow you to make informed strategic decisions regarding the trajectory of the company.

Bookkeeping Made Easy

Bookkeeping can be a daunting task, and it is crucial to the success of your business. Technology has evolved to aid the business owner in these tasks. Quickbooks provides business owners a quick and easy to use accounting software. Instant Accept enhances this software by allowing the users to perform payment acceptance tasks and seamlessly recording the transactions into any version of Quickbooks (Online, Point of Sale or Enterprise) in one easy step. This revolutionary software will allow you to run your business, without having to worry about re-entering or transferring your transaction data into your Quickbooks accounting program.


Contact Instant Accept directly at (855) 220-2840 for more information, or request a free Instant Accept demo today.

Benefits of Using Instant Accept Point of Sale

Point of Sale – Instant Accept with QuickBooks

The integration between Instant Accept point of sale and QuickBooks is not just another plugin.  It is the only true integrated software that syncs with your payment processing information with your QuickBooks data file. Because of our integration, you will find that you have more time to work on improving your business instead of spending most of your time on re-keying and fixing errors.

What InstantAccept POS Offers

Instant Accept gives you the ability to process payments seamlessly within your QuickBooks with the integration to Instant Accept’s POS.  You will be able to accept all forms of payments from credit cards, debit cards to ACH payments and checks.  It will also give you the ability to apply payments to sales receipts, work orders, sales orders, and lay-a-ways, as well as, easily process voids and refunds.

While Instant Accept offers all of the basic fundamentals of bookkeeping and payment processing with QuickBooks, it also offers additional reporting for your convenience to help improve your business and time management.

Need Gift Cards? We offer our own gift card program that works seamlessly and runs directly through QuickBooks.

Instant Accept POS Demo


Contact Us Now or Call Us Now at (855) 220-2840 and see how we can help you!

Benefits of Using Instant Accept Online With QuickBooks

QuickBooks and Online Payment AcceptanceBenefits of Using QuickBooks and InstantAccept

Instant Accept Online seamlessly integrates with your QuickBooks Online account and gives you the ability to quickly and easily accept payments. While accepting payments your payment processing data and Quick Books sync in the background.  Relieving the stress and worry about re-keying errors or issues.

We give business owners the ability to limit their employees’ access.  You can choose to give full rights to all information within your QuickBooks data or if you have employees that only need limited access you can choose what sections they can access.  This helps alleviate errors and limit issues that come from having access to areas that they otherwise need not be in.

Instant Accept also helps the issues that come from re-keying information.  No more possible duplicate or incorrectly entered data entries for your credit card transactions. Because Instant Accept syncs all transactions directly with QuickBooks data and sync other transactions with Quick Books Online easily with our Gateway Sync feature.

Instant Accept gives you the capability to do the same things you would do in QuickBooks.  For example, you can create new invoices and new customers right in Instant Accept and will sync back with your QuickBooks data.


View a DEMO of Instant Accept Online and Sign up for a FREE Trial Today or Contact Us Today! (855) 220-2840.

Benefits of Using InstantAccept Financial

Benefits of Using InstantAccept with QuickBooks Financial

InstantAccept works within your QuickBooks Financial and gives you the ability to still be able to take payments through your customer payment screen or through the sales receipt screen. InstantAccept Financial also gives you the ability to limit what parts of QuickBooks employees can access.  Because employees work outside of QuickBooks with in the InstantAccept Desktop Point of Sale it gives you more control over how your business is run and what information is viewable to your employees.

With InstantAccept Financial a part of your bookkeeping, you will eliminate re-keying with the Desktop Point of Sale since it. All while syncing automatically in real time to your QuickBooks Financial. You will also have the ability to sync other transactions back to your QuickBooks easily with our Gateway Sync feature. Then you can email invoices out with a Paylink, giving your customers an easy online payment option.

View the Demo of InstantAccept Financials


Find out how to start accepting payments today! Contact us or call us at (855) 220-2840! Do it Today!