Customer Stored Profiles With Instant Accepts QuickBooks Integration

INSTANT ACCEPT FEATURE OF THE MONTH

Instant Accept Offers Customer Stored Profiles

A customers stored profile gives merchants and their customer more options when it comes to payments. With a stored profile merchants have the ability to offer their customers recurring payments such as installment payments, recurring monthly billing.

With the tokenization of these stored profiles merchants and their customers have more security over their personal data.

INSTANT ACCEPT TIPS, TRICKS & TOOLS

Managing Stored Profiles

To create a stored profile, simply click on the “save profile” box in the virtual terminal when processing a transaction. An additional details field will pop-up where you can fill in the customer information.

Criminals Use Pandemic to Device New Method of Fraud

Everyday criminals are coming up with new inventive ways to defraud individuals, organizations, and businesses across the world. Exploiting vulnerabilities are a way of life for most of them and are now going above and beyond the normal fraud that is committed. Banks and lending institutions need to be even more diligent with protecting themselves and their consumers from these new fraud techniques. This new fraud centers around online shopping that would seem to be legitimate. They then take it one step further to work on thee motions of most shoppers by selling under the guise of personal protective equipment but never delivering goods, only collecting consumers personal information and payments.

NEW FEATURES & ENHANCEMENTS

Instant Accept SaaS

Virtual Terminal

create recurring for an invoice from Invoices listing
Added a setting in Customer details to allow
Credit Card or ACH or both for a customer
Added new setting in IA Settings for
‘Convenience Fee Income Account’
Customer details now allows for Credit Card & ACH or both for each customer

Improved unsettled transactions & order
manager response time
Improvements for ACH Billing Reports
UI improvements for ease of use
Email transaction receipt for CardConnect

SMALL BUSINESS TIPS & RESOURCES

ACCOUNTING TIPS

BUSINESS TIPS

What Is Your Small Business Missing?

A Few Things to Consider

Do not be part of the one third of businesses that fail. Entrepreneurship can be riddled with hurdles and roadblocks. Do not let them get in the way of making your business successful. Here are few suggestions that may help along the way or even get you started if you are starting up a new business

Small business owners often find themselves knowing their business but not really knowing how to run their business. Sometimes accepting that things are not exactly perfect can be difficult and overwhelming. Here are some helpful tips to get you going in the right direction to improving your business health and your own piece of mind.