Invoices

Features and Enhancements for October 20, 2021

Instant AcceptOctober 27, 2021Features and Enhancements, Instant Accept, Instant Accept Desktop, Instant Accept Financials, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Support, UpdatesCompany File, Customer Profile, Instant Accept Desktop, Instant Accept Financial, Invoices, Overpayment, QuickBooks, Saved Customer Profiles1 Comment

What’s New Instant Accept Desktop Financial and QuickBooks Over-Payments Customer is now allowed to overpay by updating the total amount. Instant Accept would then apply what’s needed from the payment to the invoice, and then create a credit in the customers profile in QuickBooks with the remainder. Feature must be turned on in the settings […]

Features and Enhancements for July 06, 2021

Instant AcceptJuly 6, 2021Features and Enhancements, Instant Accept, QuickBooks Integration, Support, UpdatesAPIKey, Instant Accept Invoices, Invoices, Payments, QuickBooks1 Comment

What’s New Instant Accept Invoice Format Update APIKey integration and provisioning Partial and overpayment fix/enhancement Release Version: 1.75.06 Other Updates This Month july 06, 2021 – Bug Fixes – Release Version 1.75.06

Bug Fixes for April 12, 2021

Instant AcceptApril 12, 2021Bug Fixes, Instant Accept, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Support, UpdatesAccounts Receivable, Duplicate Tokens, Invoices, Multiple Invoices, Partner, Payments, QuickBooks, QuickBooks Desktop, SaaS, Saas QuickBooks Desktop, Token Manager1 Comment

Token manager should not allow a duplicate token to be created Resolution: If the token data is the same as whats already on file, we don’t store the duplication. Issue: Instant Accept would allow duplicates to be created. So, essentially, if the same customer kept storing the token over and over, it would show up […]

Features and Enhancements for March 23, 2021

Instant AcceptMarch 23, 2021Features and Enhancements, Instant Accept, Instant Accept Financials, Instant Accept Point of Sale, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, QuickBooks Point of Sale, Support, UpdatesAuto Pay, File Attachments, Instant Accept Financial, Instant Accept POS, Invoices, QuickBooks, QuickBooks Financial, QuickBooks POS, Virtual Terminal1 Comment

What’s New Instant Accept Invoice file attachments Instant Accept Customer Auto Pay Consistent size for VT in Financial and POS Plugins Release Version: 1.75.00 Other Updates This Month March 23, 2021 – Bug Fixes – Release Version 1.75.00

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 – […]

Bug Fixes for September 17, 2020

Instant AcceptSeptember 17, 2020Bug Fixes, Deposits, Instant Accept, QuickBooks Integration, Support, UpdatesCSV, Edit Merchant, First Data, Hierarchy, Instant Accept Financial, Instant Accept Online, Instant Accept Plugin, Instant Accept POS, Invoice, Invoices, Make a Sale, Merchant, MID Validation, PDF, Provisioning Updates, QuickBooks, QuickBooks Financial, QuickBooks Online, Recurring, Stations, Stored Profiles, Token Manager, Users, Virtual Terminal3 Comments

Instant Accept Hierarchy > Merchant > Stations tab – Export to PDF and CSV stops working Hierarchy > Merchant > Users tab – Edit user redirects to invalid URL if sorting is applied Token Manager > Grid sorting distorts the grid Left menu visibility on few pages First Data Provisioning MID validation Add/ Edit Merchant […]

Features and Enhancements for September 17, 2020

Instant AcceptSeptember 17, 2020Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Integration, Support, UpdatesCustom 404 Page, Instant Accept Plugin, Instant Accept POS, Instant Accept Settings, Invoices, Payment Links, QuickBooks, Receipts, Stored Profile, Token Manager, tokenization, Virtual Terminal2 Comments

Instant Accept Updates and Changes Updated the 404 page layout and theme based on PLG Updated the Tokenization (Token Manager and Stored Profile panel in VT) access and visibility through permission and service Instant Accept SaaS and Plugin What’s New Added an ability to turn off IA receipt from IA Settings for IA POS plugin […]

Features and Enhancements for August 15, 2020

Instant AcceptAugust 15, 2020Features and Enhancements, Instant Accept, QuickBooks, QuickBooks Integration, Support, UpdatesACH, Billing Reports, Create Recurring, Credit Card, Customer Record, Hierarchy, Instant Accept Plugin, Instant Accept Settings, Invoices, Provisioning Updates, QuickBooks, Sign Up LinksNo Comments

Instant Accept What’s New New Instant Accept Signup Link Updates and Changes Instant Accept Signup enhancements ACH Billing Reports improvements Hierarchy UI – Main action buttons in solid filled color Station Provisioning UI and functional changes Renamed unclear entity and entity user permission names Removed old style GHS drop-down list Instant Accept SaaS and Plugin […]

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 […]

QuickBooks Desktop and Instant Accept Demo

Instant AcceptAugust 12, 2020Demos, How Tos, Instant Accept, Instant Accept Demos, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Tips, VideosCustomer Record, Email Invoice, Email Receipts, Instant Accept Demo, Instant Accept Settings, Instant Accept Videos, Instant Accept Walkthroughs, Invoices, Pay Invoices, Process Payments, QuickBooks Desktop, QuickBooks Profile, Sales Tax, tokenization, Transaction Receipts, Unpaid Invoices, Void InvoiceNo Comments

Link to video on YouTube. QuickBooks Desktop and Instant Accept Demo Video Transcription: Hello, and welcome to the instant accept installation video for QuickBooks Desktop. In this video, we will go over how to set up your instant accept account with QuickBooks. We will walk through how to sync your instant accept account with your […]