February 2015

InstantAccept Point of Sale Settings

To access the IA POS Settings you will need to click the ‘I Want to’ drop down and select IA POS Settings.

Login:

  • Merchant login is the first tab in the Settings screen. This is where you can log in and save your log in credentials.  If you ever need to update this information this is the screen you will update.  Click ‘Save’ to update.

Payment:

  • The payment tab is the second tab under the settings screen. There are two sections under this tab.
    • Payment Processing
      • Write AVS in comment in sales receipt: This box will allow the receipt to reflect that the address verification is turned on.
      • Process payment on card swipe- This box will allow you to have InstantAccept automatically process the payment after swiping the card.
      • Allow credit card to be credited: This box will allow you to process a refund without a receipt (see option 2 under the refund section). To fully enable this feature please contact InstantAccept support.
      • Print receipt when transaction completes: This box will allow you to have your InstantAccept receipts print automatically after the transaction is processed.
      • Zip code is required for payment processing. This box will enforce typing in the zip code when processing a payment.
    • Payment Method
      • Enable Credit Card: This box will enable you to accept credit cards through InstantAccept (must be approved by processor and indicated on your account)
      • Enable eCheck: This box will enable you to accept echecks through InstantAccept. (This must be approved by processor and indicated on your account.)
    • Save your setting once you are finished.

Receipt Print:

  • Receipt Print is the third tab in the settings window. This is where you are able to insert a logo, add merchant info, adjust the signature/ footer text, or edit the receipt to your liking from the receipt print editor.
  • Save your setting when finished.

 

Receiving a Deposit on a Layaway, Sales Order or Work Order

Layaway:

  • After you create your layaway in QuickBooks POS you will click the drop down option that says ‘I Want to’ and choose ‘IA Layaways Order’.
  • Select the Layaway you would like to take a deposit on (A). Then click ‘Take Deposit’ (B).
  • Type in the deposit amount and click ‘OK’.
  •  Swipe or type in your credit card information.
  • Click ‘Process’.
  • Once card processes successfully click ‘Print’ to print a receipt or ‘Close’ to close out of the payment window.
  • Close the Layaway list screen.

Sales Order:

  • After you create your Sales Order in QuickBooks POS you will click the drop down option that says ‘I Want to’ and choose IA Sales Order.
  • Select the Sales Order you would like to take a deposit on (A). Then click ‘Take Deposit’ (B).
  • Type in the deposit amount and click ‘OK’
  • Swipe or type in your credit card information.
  • Click ‘Process’.
  • Once the card processes successfully, click ‘Print’ to print a receipt or ‘Close’ to close out of the payment window.
  • Close the sales order list screen

Work Order:

  • After you create your Work Order in QuickBooks POS you will click the drop down option that says ‘I Want to’ and choose IA Work Order.
  • Select the Work Order you would like to take a deposit on (A). Then click ‘Take Deposit’ (B).
  • Type in the deposit amount and click ‘OK’.
  • Swipe or type in your credit card information.
  • Click ‘Process’.
  • Once card processes successfully click ‘Print’ to print a receipt or ‘Close’ to close out of the payment window.
  • Close the work order list screen.

If you have any questions or concerns please feel free to reach out to us via our forum! http://web.instantaccept.com/forums/

 

How to Process a Void or Refund inside of InstantAccept Point of Sale

Part A: Voiding a Transaction

  • Go in to your ‘Sales History’.
  • Search by customer name or receipt number.
  • Select the receipt you would like to void.
  • Select ‘Reverse’.

 

Part B: Issuing a Refund

Option 1:                                                                           

  • Go in to your ‘Sales History’
  • Search by Customer Name or number given on the receipt.
  • Select Receipt.
  • Click ‘Accept Return’.
  • Select the item(s) you would like to return.
  • Add selected items.
  • Select the card. (This must be the same card used to process the transaction)
  • Click ‘Process’
  • Click ‘Close’
  • Click ‘Save Only’ or ‘Save and Print’

Option 2:  To utilize this option you will need to call the InstantAccept support team and have them set you up for credits on the back end.

  • Click ‘Make a Sale’
  • Choose the items that your customer would like to return. Make sure to choose the return button as shown below.
  • Click Credit and choose your card type.
  • Click ‘Swipe’ if you would like to swipe the card; otherwise, key in the credit card information.
  • Click ‘Process’
  • Click ‘Print’ for a receipt or ‘Close’ to exit the payment window
  • Click ‘Save Only’ or ‘Save & Print’.

InstantAccept Point of Sale: How To: Make a Sale

Welcome to our How To Video,

Today we are going to go over how to make a sale using InstantAccept Point of Sale with QuickBooks Point of Sale.

First you will start on the home screen and click the ‘Make a Sale’ button with will bring you to the Sales Receipt screen.

Now it is time to build out the Sales Receipt.  You can enter your items but typing them in or you can scan them in as well.

Once you have all of the items on your sales receipt you will click Credit at the bottom of your screen and select your card type.

InstantAccept will pop up and this is where you will key or swipe your credit card.  Once you have all of the information filled out click ‘Process’.  Once the credit card is finished processing you can click ‘Print’ to print a receipt from InstantAccept or click close to go back in to QuickBooks.

InstantAccept will post an authorization code to the bottom of your sales receipt screen and you can save and print or save only to store the transaction.

This concludes our How To Make a Sale Video.  If you have any questions or concerns please feel free to reach out to (855)220-2840 or email us at support@instantaccept.com.