Users Guide for InstantAccept POS

Transcription

1 Users Guide for InstantAccept POS How to make a sale: Go in to Make a Sale on your QuickBooks POS. Select your item.

2 Choose what type of payment you are taking. If you are using a card reader, click swipe before you swipe the credit card; otherwise, key in the credit card information.

3 Click Process Click Print for a receipt and then close to go back in to your QuickBooks Screen and save the transaction.

4 Please note: InstantAccept has posted the last four digits of the card number and an authorization code for your reference.

5 How to Void a transaction: Go in to your Sales History. Search by customer name or receipt number.

6 Select the receipt you would like to void. Select Reverse.

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8 How to issue 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.

9 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)

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11 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.

12 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

13 Click Save Only or Save & Print.

14 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.

15 Swipe or type in your credit card information. Click Process.

16 Once card processes successfully click Print to print a receipt or Close to close out of the payment window.

17 Close the Layaway list screen.

18 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

19 Swipe or type in your credit card information. Click Process.

20 Once the card processes successfully, click Print to print a receipt or Close to close out of the payment window.

21 Close the sales order list screen

22 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.

23 Swipe or type in your credit card information. Click Process.

24 Once card processes successfully click Print to print a receipt or Close to close out of the payment window.

25 Close the work order list screen InstantAccept Settings Login: To access the IA POS Settings you will need to click the I Want to drop down and select IA POS Settings. 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.

26 Payment: The payment tab is the second tab under the settings screen. There are two sections under this tab. o 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.

27 o 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.

28 Thank you for choosing InstantAccept!