Did you know?

Did you know? InstantAccept Desktop

This is for Pro, Premiere & Enterprise users

This is sometimes a common misstep when processing within this version of InstantAccept.  When you’re done entering the card holders information (screen below) some merchants think they should click “process”, but if you notice, “process” is faded out in gray.   This is actually the “save” screen:

After you click “save”, you will then be prompted to the process screen.




Did you know? InstantAccept POS

This is for POS users:

Did you know that InstantAccept receives payments for Work, Sales & Layaway Orders?  You can continue creating the orders as usual.  The only difference is when you’re ready to collect the installments.  Please see the steps below:

Go to home page

Click I want to

Click which order you’re receiving money for

Filter the dates or enter the customer name

Press go

Select your customer

Select take deposit

Enter the amount you are receiving

Click OK

InstantAccept payment box will pop up

You can now enter the payment info

Click process

Click print

Did you know?

This is for Pro, Premiere & Enterprise Quickbooks users:

Did you know that you no longer have to worry about unchecking the “Process Payment when saving” box located within the “Customer Payment” screen?

Please follow these steps to eliminate that extra step:

Click Lists

Customer & Vendor Profile List

Payment List

Click Payment Method

Click New

Type Other

Choose other (from drop down)



Go to Receive Payment screen, choose your customer, enter the amount and choose other for your payment method.  This will now be your default payment.  You no longer have to choose a credit card type on this screen.  Once you choose other it will now forever be your default.

After you populate the customer name and the amount to receive your line item should highlight on its own.  You are done!  Just click “Save and Close” and InstantAccept will pop up allowing you to process.