Creating Credit Memo – Update

This is for Pro, Premiere and Enterprise users:

InstantAccept now auto generates credit memo numbers so we can create credit memos from the desktop version of InstantAccept.  Please follow the steps below to insure your settings are accurate:

  1. Open desktop InstantAccept
  2. Click Settings
  3. Click Number Generation
  4. Under Invoicing Ref Number Generation / Choose InstantAccept Ref Number
  5. Under Other Number Generation / Choose Credit Memo line and click Auto Number Generation

At this point, you should be able to create credit memos with no issues.  This credit should be reflected within your Quickbooks as well.

Oh no, InstantAccept isn’t popping up when I try to receive payment!!!!! (for InstantAccept Desktop: QB Pro, Premiere and Enterprise)

No worries we can fix this. Sometimes QuickBooks is still running in the back ground and we just need to end the process.

  1. Right Click on the task bar on your computer


  1. Click start task manager and a box will pop up on your screen.

  1. Under processes locate QB32.exe, highlight the row and then press end task. (QB32.exe may look different from the one on this screen.)

**When you notice that InstantAccept isn’t popping up make sure you have closed out of QuickBooks before starting the above steps. If QB32.exe isn’t in the task manager then you may need to call customer service.