To manage the stored credit cards you have on file, please log in to the Instant Accept web portal. Then on the left side go to Acquiring side of the menu, click on Token manager. Token Manager is where you can update or remove stored cards for your customers.
Find helpful tutorials through walkthroughs and videos to get you through issues or to learn more about QuickBooks and Instant Accept’s integration.
Receive Payments in Point of Sale
Receive Payments for Work, Sales & Layaway Orders Within InstantAccept Instant Accept Point of Sale User Tips You can continue creating the orders as usual. The only difference is when you’re ready to collect the installments. Follow the steps below: Go to the home page Click I want to Click which order you’re receiving money […]
Print Receipts Within QuickBooks
Print Receipts for Your Transactions Sometimes as we are working through the day and accepting transactions we forget to print receipts or the customer asks for their receipt. There are other options to print a receipt from QuickBooks so if you missed the chance to print your receipts for your transactions within your Quickbooks integration then […]
Instant Accept POS – How to Make a Sale
How to Make a Sale in Instant Accept Point of Sale Click on the ‘Make a Sale’ button on the left side of the screen in your QuickBooks POS. Select the item being purchased. Choose your customers payment type. Then click the “Process” Button. Note: If you are using a card reader, click swipe before […]