Create Invoice

Bug Fixes for January 12. 2021

Instant AcceptJanuary 12, 2021Bug Fixes, Instant Accept, QuickBooks Integration, Support, UpdatesAudit Logs, Create Invoice, Merchant Boarding, Provisioning Updates, QuickBooks, SEC Codes2 Comments

Instant Accept Financial – Create Invoice bugs Provisioning – SEC Codes do not load properly Merchant boarding bugs Audit log – displaying Values Release Version: 1.74.18.19 Other Updates This Month January 12, 2021 – Enhancements – Release Version 1.74.18.19 January 20, 2021 – Bug Fixes – Release Version 1.74.19.14 January 20, 2021 – Enhancements – […]

Bug Fixes for October 06, 2020

Instant AcceptOctober 6, 2020Bug Fixes, Instant Accept, QuickBooks Integration, UpdatesACH, ACH Transactions, CardConnect, Create Invoice, Customer Invoice, Edit Merchant, Email Receipts, Gateway Sync, Instant Accept Desktop, Instant Accept Installer, Invoice, Invoices, Merchant Boarding, Opening Invoices, Order Manager, Permissions, QuickBooks, QuickBooks Desktop, Recurring, Recurring Manager, Report Scheduler, Saas QuickBooks Desktop, Transaction ReceiptsNo Comments

Instant Accept Bugs in ACH transaction receipt Email transaction receipt – Authorization response doesn’t display in correct format for CardConnect. Bug in type-ahead auto complete address filling for merchant boarding Bug in Permissions to show/hide tabs under Edit Merchant Bug in Order Manager for ACH transactions Report Scheduler is not sending reports Recurring Manager – […]

Features and Enhancements for September 03, 2020

Instant AcceptSeptember 3, 2020Features 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 […]

Bug Fixes for August 15, 2020

Instant AcceptAugust 15, 2020Bug Fixes, Instant Accept, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Support, UpdatesBilling Information, Create Invoice, Create Login, Customer Information, Customer Potal, Edit Customer Information, Edit Invoice, Email Invoice, Gateway Sync, Instant Accept Installer, Instant Accept Plugin, Instant Accept POS, Instant Accept SaaS, Invoices, Make a Sale, QuickBooks, QuickBooks Financial, QuickBooks Online, Saas QuickBooks Desktop, SaaS QuickBooks Financial, Stored Profile, Transactions, Unpaid Invoices, Virtual Terminal1 Comment

Instant Accept 1.74.15 installer – Checking the status of background service throws an error IA SaaS QB Desktop – Email Invoice to Customer > Create Login – Error: Specified Cast is not valid Gateway Sync > Create Invoice to merge the transaction – UX bugs Instant Accept SaaS and Plugin Billing Information and CustomerName:Job is […]

Bug Fixes for June 17, 2020

Instant AcceptJune 17, 2020Bug Fixes, Instant Accept, QuickBooks Integration, Support, UpdatesACH, ACH Transactions, Create Invoice, Create Sales, Delete Merchant, Edit Template, Email Invoice, GHS, Hierarchy, Instant Accept Installer, Instant Accept Plugin, Merchant, Products & Services, Provisioning Updates, QuickBooks, QuickBooks Desktop, QuickBooks POS, Receipts, Refund Receipts, Standalone Credit, Support, Token Manager, Virtual Terminal1 Comment

Instant Accept Going to Virtual Terminal when merchant is selected in GHS should pull the selected merchant’s stations only in GHS popup window Token Manager > Card Updater Tokens Report – GHS window to choose Merchant from does not pop up Delete profile bug in Token Manager Hierarchy > Merchants > Users tab – Resend […]

Bug Fixes for May 12, 2020

Instant AcceptMay 12, 2020Bug Fixes, Instant Accept, QuickBooks Integration, Support, UpdatesCreate Invoice, Customer Copy, Customer Potal, Delete Token, Deposit To, Failed Payment Sync, Hierarchy, Hosted Payment Page, Instant Accept Icon, Instant Accept Plugin, Instant Accept POS, Instant Accept SaaS, Merchant Copy, Notifications, Print Receipts, QuickBooks, QuickBooks Online, Token Manager, Tokens, Transaction Reports1 Comment

Instant Accept UX bugs in Notifications tab under Hierarchy The hosted payment config page is duplicating https in the UI causing issues when saving Token Manager – Deleting the token throws dependency error Instant Accept SaaS and Plugin When Deposit To Account setting does not reset when accounting package is switched and when IA try […]

Creating Invoices For QuickBooks From Within Instant Accept

Instant AcceptApril 29, 2020Features, Instant Accept, Invoices, Point of Sale, QuickBooks IntegrationCreate Invoice, InvoicesNo Comments

Creating Invoices and Updating QuickBooks Many businesses have salespeople and outside service people that take orders and payments remotely. These new orders and payments then need to be manually entered into the business’s QuickBooks® accounting package. This can be time-consuming and increases the possibility of entry errors. Instant Accept offers a solution to this problem. […]