Account Holder Type

Features and Enhancements for September 03, 2020

Instant AcceptSeptember 3, 2020January 18, 2022Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Support, UpdatesAccount Holder Type, ACH, Create Invoice, Create Profile, Customer Credit, Instant Accept Installer, Instant Accept Plugin, Instant Accept SaaS, Merchant, Partner, Pay Invoices, QuickBooks, QuickBooks Financial, QuickBooks POS, QuickBooks Service, Receive Payment, Reseller, SaaS, SEC Codes, Virtual Terminal1 Comment

Instant Accept What’s New Added SEC code options in station provisioning for ACH Added an ability to always auto store Card and ACH profiles from Virtual Terminal and removed the manual ‘Create Profile’ option from Virtual Terminal. Added an ability to set GHS from Partner/Reseller/Merchant grids and when user navigates, the subsequent behavior correctly corresponds […]

Features and Enhancements for June 17, 2020

Instant AcceptJune 17, 2020January 18, 2022Convenience Fees, Features and Enhancements, Instant Accept, QuickBooks Integration, Support, Updates10+ Invoices, Account Holder Type, Billing Information, Convenience Fees, Email Invoice, Failed Payment Sync, Grid, Hierarchy Updates, Invoice Receipts, Logins, Multiple Logins, QuickBooks, Sales Receipts1 Comment

Instant Accept What’s New Convenience Fee implementation on Hosted Payment page Added Switch Account feature for multiple concurrent logins Updates and Changes Removed ACH section from Convenience Fee settings because convenience fee is charged for Credit Card form of payment and not standard form of payment and ACH is standard form of payment Hierarchy > […]