How to Make a Sale

Make a Sale in InstantAccept Point of Sale Video

How to Make a Sale Video Demo

This video will walk you through the steps to make a sale within InstantAccept Point of Sale and QuickBooks.

Welcome to our How To Make a Sale within InstantAccept Point of Sale Video,

Today we are going to go over how to make a sale using InstantAccept Point of Sale with QuickBooks Point of Sale.

First you will start on the home screen and click the ‘Make a Sale’ button which will bring you to the Sales Receipt screen.

Now it is time to build out the Sales Receipt.  You can enter your items but typing them in or you can scan them in as well.

Once you have all of the items on your sales receipt you will then click “Credit” at the bottom of your screen and select your card type.

InstantAccept will pop up and this is where you will then key or swipe your credit card.  Once you have all of the information filled out click ‘Process’.  Once the credit card is finished processing you can click ‘Print’ to print a receipt from InstantAccept or click close to go back in to QuickBooks.

InstantAccept will post an authorization code to the bottom of your sales receipt screen and you can save and print or save only to store the transaction.

This concludes our How To Make a Sale Video.

 

If you have any questions or concerns please feel free to reach out to (855)220-2840 or Contact Us.

InstantAccept POS – How to Make a Sale

How to Make a Sale in InstantAccept Point of Sale

Click on the ‘Make a Sale’  button on the left side of the screen in your QuickBooks POS.

Make a Sale Button in QuickBooks Screenshot

Select the item being purchased.

List of Purchased Items Screenshot

 

Choose your customers payment type. Then click the “Process” Button.
Note: If you are using a card reader, click swipe before you swipe the credit card; otherwise, key in the credit card information.

Credit Card Transaction Screen

 

Click the “Print” button to print the Customer Receipt.

Click the “Close” button to go back to your QuickBooks Customer and Items Purchased Screen

Make a Sale Screenshot

 

Please note: On the QuickBooks Customer and Items Purchased Screen, InstantAccept has posted the last four digits of the card number and an authorization code for your reference.

InstantAccept Authorization Code

Click “Save Only” button

Save and Print Screen

 

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.