Virtual Terminal

Get Started With Your Hosted Payment Page

Instant AcceptOctober 29, 2021Features, Hosted Payment Page, Instant Accept, QuickBooks Integration, Tips, Tips & TricksAPIKey, Checkout Page, Hosted Payment Page, Newsletter, Virtual TerminalNo Comments

To setup a hosted payment page for your website, simply login to the portal and 1. Go to Acquiring 2. Then click on Virtual Terminal 3. Click Hosted Payment Page This is also where you can give the API needed for your web development person or department to setup the page for you. Learn More […]

Features and Enhancements for April 12, 2021

Instant AcceptApril 12, 2021Features and Enhancements, Instant Accept, QuickBooks Integration, Support, UpdatesReceipts, Recurring Manager, Token Manager, Virtual Terminal1 Comment

What’s New Virtual Terminal – Create Recurring – Change Implementation Merchants can now create recurring sales for the future without processing the initial sale at creation. What this means is i can create a recurring plan to start in the future without collecting any money. Set it and forget it. Merchants can also change and […]

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 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

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 […]

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.

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 September 03, 2020

Instant AcceptSeptember 3, 2020Bug Fixes, Instant Accept, QuickBooks Integration, UpdatesACH, ACH Profiles, Create Profile, QuickBooks, SEC Codes, Virtual Terminal3 Comments

Instant Accept Merchant Signup Link opens with an error if IA product is disabled IA Merchant Signup Form – Auto Capitalize the first letters of First Name and Last Name Sales Reps – Export PDF or CSV is not working Bug fixes in Switch Account feature Token Manager > Add / Edit Profile – The […]

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 […]