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Instant Accept

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Point of Sale Tips for Applying a Down Payment

Instant Accept and QuickBooks Point of Sale Screenshot

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 layaways
2. The Instant Accept window will load your orders
3. Click “Take Deposit and proceed to process the payment”.

Once the payment is complete, you will see the order balance updated in QuickBooks.

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