Stored Profiles

Bug Fixes for Februrary 24. 2021

Instant AcceptFebruary 24, 2021Bug Fixes, Instant Accept, QuickBooks Integration, Support, UpdatesCustomer Record, Magtek, QuickBooks, Stored Profiles, Virtual Terminal6 Comments

Stored Profiles not Automatically populating in VT When processing a payment Magtek screen not going away after card is swiped Duplicates showing in customer record after payment Release Version: 1.74.22 Other Updates This Month February 03, 2021 – Bug Fixes – Release Version 1.74.20 February 03, 2021 – Enhancements – Release Version 1.74.20

Stored Credit Cards Tip

Instant AcceptJanuary 10, 2021Features, Instant Accept, QuickBooks Integration, Stored Profiles, Tips & TricksQuickBooks Tutorials, Stored Credit Cards, Stored ProfilesNo Comments

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.

Saving Stored Profile Within Instant Accept

Instant AcceptSeptember 23, 2020Features, Instant Accept, QuickBooks Integration, Stored ProfilesRecurring 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 […]

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 […]

Managing Stored Profiles

Instant AcceptSeptember 10, 2020Features, Instant Accept, Stored Profiles, Tips, Tips & TricksCustomer Record, Newsletter, Stored Profiles, Virtual TerminalNo Comments

To create a stored profile, open the Virtual Terminal. 1. click on the “save profile” box in the virtual terminal when processing a transaction. 2. An additional details field will pop-up where you can fill in the customer information.