6 Point of Sale Archives - InstantAccept

Point of Sale

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, word 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.

InstantAccept POS Demo

 

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

InstantAccept POS Settings

Accessing the InstantAccept POS Settings

InstantAccept POS Settings lets you modify your login credentials, payment processing details and receipt details. For Instance, this is where you can change your company logo, contact information or edit your signature line text. Follow the walk through below to make changes to your settings.

Open InstantAccept, click the ‘I Want to’ drop down and then select IA POS Settings. Then choose the tab you would like to make changes to.

Merchant Login Tab

  • You will be able to update or change your login credentials and then save your default information. Click Save to update your settings.POS Setting Screenshot

Payment Tab

  • The second tab contains the following two sections. Explanation of each item follows each item.
    • Payment Processing
      • Write AVS in comment in sales receipt:
        • Your receipt will reflect address verification is turned on.
      • Process payment on card swipe:
        • InstantAccept automatically processes the payment after swiping the card.
      • Allow credit card to be credited:
        • Process refund without a receipt.
          • See option 2 under the refund section.
        • To fully enable this feature please contact InstantAccept support.
      • Print receipt when transaction completes:
        • InstantAccept receipts print automatically after the transaction is processed.
      • Zip code is required for payment processing:
        • You have the option to enforce typing in the zip code when processing a payment.
  • Payment Method
    • Your processor must approve both of the following options and it must be indicated on your account.
      • Enable Credit Card:
        • Check the box to choose to accept credit cards through InstantAccept.
      • Enable eCheck:
        • This is where you can choose to accept echecks through InstantAccept.
    • Then click “Save”.
      Payment Settings Tab Screenshot

 

Receipt Print

  • You can add your company logo.
  • Update your company name and contact information.
  • Edit your signature and footer text on your receipts.
    • Then click “Save”.
      Receipt Print Tab Settings Screenshot

 

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

Receiving a Deposit on a Layaway

Applying Payments to Layaway

After you create your layaway in QuickBooks POS, you will then follow the next steps:

    1. Click the “Green Drop Down” button, in the top left corner, that says ‘I Want to’Choose ‘IA Layaways Order’ from the drop down area
    2. Click the last name of the customer, on the right side of the screen, of the Layaway you would like to take a deposit on. Then click the grey button, on the left side of the screen, that says  “Take Deposit”.
    3. A popup window opens up ‘Take Deposit’.
      1. Type in the deposit amount.
      2. Once you have verified that the amount was entered correctly, Click “OK”.
      3. Next, the popup window to process a Credit Card, Accept Cash or Accept a Check will open.
      4. At this point you can ‘Swipe or ‘Manually Enter’ in the customers payment information information.
      5. Make sure to ‘Click’ on the Payment Type.
        Note: Once a payment type is chosen the button color will change to blue.
      6. ‘Click’ whether you are Swiping a Card or Manually entering a card.
        Note: The button you choose will change to a darker grey.
      7. ‘Verify’ all information is entered correctly.
      8. Click ‘Process’.
      9. When payment is processed “Successfully”, a green check mark with Completed in the bottom left corner will appear.
      10. Now you can click ‘Print’ to print a receipt or ‘Close’ to close out of the payment window.
      11. Close the Layaway list screen by “Clicking” the red X in the top right corner of the screen.

Depositing Funds on a Sales Order

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.

Sales Order in QuickBooks POS

Select the Sales Orders you would like to take a deposit on (A). Then click ‘Take Deposit’ (B).

Sales Order List

Type in the deposit amount and click ‘OK’

Take a Deposit Screen

Swipe or type in your credit card information.

Click ‘Process’.

Credit Card Transaction Screen

Once the card processes successfully, click ‘Print’ to print a receipt or ‘Close’ to close out of the payment window.

Card Processing Successful or Declined

Close the sales orders list 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.

How to Make a Deposit to a Work Order

Depositing Funds to a Work Order within InstantAccept and QuickBooks

After you create your Work Orders in QuickBooks POS 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). Then click ‘Take Deposit’ (B).

Type in the deposit amount and click ‘OK’.

Swipe or type in your credit card information.

Click ‘Process’.

Once card processes successfully click ‘Print’ to print a receipt or ‘Close’ to close out of the payment window.

InstantAccept Deposit Screen

Close the list screen.

If you have any questions or concerns please feel free to reach out and complete our support form!