Convenience Fees in Instant Accept Screenshot To enable the convenience fee, simply log in to your Instant Accept portal and on the Acquiring side of the menu, click on Hierarchy. Go to the Products and Services tab to turn on the Convenience fee service, accept the fees to use and save. You will now want […]
Tips & Tricks
Point of Sale Tips for Applying a Down Payment
To take a down payment on a sales order, work order or layaway, you will create the order in QuickBooks and take payment on the order through Instant Accept. In QuickBooks, once the order is created, please go to the: 1. Home Screen a. I want to b. IA Sales Order/IA Work Order/IA […]
Get Started With Your Hosted Payment Page
To setup a hosted payment page for your website, simply login to the portal and 1. Go to Acquiring 2. Then click on Virtual Terminal 3. Click Hosted Payment Page This is also where you can give the API needed for your web development person or department to setup the page for you. Learn More […]
Token Manager
Expanding on last month’s tip for token manager here is a short video to help you walk-through the process. In the Instant Accept Web Portal you can manage your stored cards in the token manager. You will go to Acquiring > Token Manager. This will display the list of your stored cards. You can click the […]
Manage Stored Credit Cards Tip
To manage the stored credit cards you have on file, please log in to the Instant Accept web portal. Then on the left side go to Acquiring side of the menu, click on Token manager. Token Manager is where you can update or remove stored cards for your customers.
Managing Stored Profiles
To create a stored profile, open the Virtual Terminal. 1. click on the “save profile” box in the virtual terminal when processing a transaction. 2. An additional details field will pop-up where you can fill in the customer information.
CardPointe Integrated Terminal Transactions Through Virtual Terminal
From the Virtual Terminal, Click “go to send the transaction to the bolt terminal”, Enter the card to complete the transaction. Learn More About the CardPointe Integrated Terminals Integration Contact us to find out how Integrating CardPointe’s EMV Certified Terminals with Instant Accept can help your business. Lean More Schedule a Demo Want to see […]
Setting Up a Convenience Fee
To set-up a convenience fee, simply log into the Instant Accept gateway, reporting.instantaccept.com 1. Go to Hierarchy 2. Click on the “Convenience Fee” tab. You can select what type and how much of a convenience fee you would like to set-up and save. Want to see more tips and tricks to help you find ways to […]
Verify QuickBooks Connection with Instant Accept
May 2020 Tips and Tricks for Instant Accept and QuickBooks Verifying Your Connection In your system tray, you can right click on the Instant Accept service icon and check the status to verify you are connected. Want to see more tips and tricks to help you find ways to speed up your bookkeeping and payment […]
Issues Viewing QuickBooks Open Invoices
Cannot View My QuickBooks Open Invoices Within InstantAccept Online All QuickBooks open invoices should be viewable within your InstantAccept Online account when you are logged in. If for some reason you are not able to view your open invoices the following steps should help fix the issue. NOTE: Before starting the walkthru process make sure […]