Saved Customer Profiles

Features and Enhancements for October 20, 2021

By Instant AcceptPosted on October 27, 2021December 3, 2021Posted in Features and Enhancements, Instant Accept, Instant Accept Desktop, Instant Accept Financials, QuickBooks Desktop, QuickBooks Financial, QuickBooks Integration, Support, UpdatesTagged Company 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 […]

Saving Stored Profile Within Instant Accept

By Instant AcceptPosted on September 23, 2020July 13, 2022Posted in Features, Instant Accept, QuickBooks Integration, Stored ProfilesTagged Recurring Billing, Recurring Invoices, Recurring Payments, Saved Customer Profiles, Stored Profiles1 Comment

Saving Customer Stored Profiles for Recurring Payments and Much More Customers are the life blood of all businesses. Many businesses have a customer base that pay for products and services on a monthly or regular basis. Securely saving and storing the customer’s credit card information for future use benefits both parties. Instant Accept refers to […]