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:
Customer & Vendor Profile List
Click Payment Method
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.