6 InstantAccept Financials Walkthrus Archives - InstantAccept

InstantAccept Financials Walkthrus

How to View Your Transaction History in Instant Accept Financial

Viewing Transaction History in Instant Accept Financial How To

In order to view your transaction history in Instant Accept Financial, you must open your IA desktop application, login and select “Transactions”.

InstantAccept Financial Dashboard

Next search the date range of the transaction you are trying to look up. After the transactions pull up, you have the option to reprint/email the receipt as well.

InstantAccept Financial Transaction History Example

 

The transactions section of Instant Accept Financial will help you better organize your bookkeeping because you will know exactly what charges your processor will be paying you for.

 

Find out about more benefits that Instant Accept Financial offers you and your business!  Contact Us Today!  (855) 220-2840 or complete the contact us form.

Void Transactions for QuickBooks Financial

How to Void Transactions in Instant Accept for Quickbook Financials

Need to quickly find out how to void transactions in Instant Accept or QuickBooks Financial?  This tutorial will help you walk through the few steps it takes to void your necessary transactions along with a follow through on creating a credit memo afterwards.

  1. Completely close out of your Quickbooks then open your Instant Accept desktop application (IA icon located on your computer’s desktop).
  2. Once you are logged in (using your IA credentials), select Voids/Refunds.

Void Transactions

  1. Select date range, customer name, and/or last 4 digits of the card number.

Transaction List

 

  1. Choose to either refund or void the transaction. If you choose to refund then you will be prompted to create a credit memo for this transaction for your Quickbooks record.

Create a Credit Memo

  1. Fill out the credit memo page with the information for that transaction and select Your refund is complete.

 

Find out about more benefits that Instant Accept Financial offers you and your business!  Contact Us Today!  (855) 220-2840 or complete the contact us form.

Refund Transactions for QuickBooks Financial

Transaction Refunds in Instant Accept for Quickbook Financials

Walk through our easy tutorial for transaction refunds.

  1. Completely close out of the Quickbooks program.
  2. Open Instant Accept Desktop application (IA icon located on your computer’s desktop).
  3. Once logged in (using your IA credentials), select Voids/Refunds icon.InstantAccept Opening Screen
  1. Select date range, customer name, and/or last 4 digits of the card number.Void / Refund Transaction Report Screenshot

 

  1. Choose to refund transaction. When you choose to refund then you will be prompted to create a credit memo for this transaction for your Quickbooks record.Do you want to create a credit memo screenshot
  1. Fill out the credit memo page with the information for that transaction and select Your refund is complete.