- Tips & Tricks
- Small Business Resources
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.
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FEATURED ARTICLE AND INDUSTRY NEWS
Criminals Use Pandemic to Device New Method of Fraud
Not an Instant Accept customer? Contact us now to find out how we can help you with your small business needs.
NEW FEATURES & ENHANCEMENTS
Instant Accept SaaS
- create recurring for an invoice from Invoices
- 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
Have suggestions or ideas on how we can improve Instant Accept? Drop us a line and let us know or tell us how we are doing. Contact Us
KEY FEATURES OF INSTANT ACCEPT
- Choose ANY Processor
- Accept Multiple Forms of Payments
- Work Within One User Interface
- Gateway Sync
- Multi-store Locations, Websites and Devices
- Create and Email Invoices
- Purchase Card Level 2 & 3
- Recurring Payments
- Convenience Fees
- Protect Core Data
- PCI Level 1 Certified
SMALL BUSINESS TIPS & RESOURCES
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.
HELPFUL LINKS & REFERENCES
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