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Receive Payments for Work, Sales & Layaway Orders Within InstantAccept Instant Accept Point of Sale User Tips You can continue creating the orders as usual. The only difference is when you’re ready to collect the installments. Follow the steps below: Go to the home page Click I want to Click which order you’re receiving money […]
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. […]
Processing Card Transactions in Instant Accept Desktop Tips In todays walkthrough we are going to learn about processing card transactions and hopefully shed some light on questions or issues merchants may be having when processing your payment cards. This includes credit and debit transactions. This is a common mis-step when processing card transactions within this […]
Print Receipts for Your Transactions Sometimes as we are working through the day and accepting transactions we forget to print receipts or the customer asks for their receipt. There are other options to print a receipt from QuickBooks so if you missed the chance to print your receipts for your transactions within your Quickbooks integration then […]
Accessing the Instant Accept POS Settings Instant Accept 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 Instant Accept, […]
Refund Transactions Option 2 The following steps will walk you through one option to be able to refund transactions. Click the “Make a Sale” icon in the center top of your QuickBooks POS screen. NOTE: To utilize this option you will need to contact the Instant Accept support team at (855) 220-2840. They can then […]
Part A: Voiding Transaction in Instant Accept POS Follow these steps for voiding transaction in Instant Accept POS and QuickBooks POS. Click on the ‘Sales History’ icon is the center top of your QuickBooks Point of Sale screen. Search by customer name or receipt number. Choose the receipt that you would like to void in […]
How to Make a Sale Video Demo This video will walk you through the steps to make a sale within Instant Accept Point of Sale and QuickBooks. https://youtu.be/cr10CMQQLJI Transcript to Video of How to Make a Sale in Instant Accept Point of Sale Welcome to our How To Make a Sale within InstantAccept Point of […]
Applying Payments to Layaway After you create your layaway in QuickBooks POS, you will then follow the next steps: Click the “Green Drop Down” button, in the top left corner, that says ‘I Want to’, Select ‘IA Layaways Order’ from the drop down area Click the last name of the customer, on the right side […]
Pay Invoice Within Instant Accept and QuickBooks Online This walk through shows you how to pay invoice within Instant Accept Online and syncs with your QuickBooks data. Quickly and easily apply payments to invoices by following these simple steps. When payments are applied to invoices, the information automatically syncs with your QuickBooks in the background. […]
