1. Log in to iQ Pro+ as a gateway user and navigate to Customers. 
2. Select Create Customer. 
3. Select a payment method to enter for the customer: Card, ACH, or No Payment Method. 
4. (Optional) Enter a Custom Customer ID. 
   • The Customer ID cannot be changed after creation. 
5. (Optional) Enter a Description for the customer. 
6. Enter Billing and/or Shipping contact information. 
7. Select Create Customer. 
8. A Customer Created confirmation message will display at the top of the page. 

1. Log in to iQ Pro+ as a gateway user and navigate to Customers. 
2. From the customer list, locate the customer using the search filters. 
3. Select the eye icon to view the customer. 
4. The customer record opens in view mode. 

1. Log in to iQ Pro+ as a gateway user and navigate to Customers. 
2. From the customer list, locate the customer using the search filters. 
3. Select the pencil icon to open the customer in edit mode. 
4. Update the desired fields, such as notes or contact details. 
5. Select Update to save changes. 

1. Log in to iQ Pro+ as a gateway user and navigate to Customers. 
2. From the customer list, locate the customer using the search filters. 
3. Select the red trash can icon. 
4. Confirm deletion by selecting Yes, Delete This Customer. 

1. Log in to iQ Pro+ as a gateway user and navigate to Customers. 
2. From the customer list, locate the customer using the search filters. 
3. Select the eye icon to open the customer record. 
4. Select Create a Payment Method. 
5. Select Card or ACH. 
6. Enter the applicable payment method details. 
7. (Optional) Select the Default Payment Method option. 
8. Select Submit. 
9. The payment method will display in the Payments list. 

1. Log in to iQ Pro+ as a gateway user and navigate to Customers. 
2. From the customer list, locate the customer using the search filters. 
3. Select the eye icon to open the customer record. 
4. Select the Address tab. 
5. Select Create an Address. 
6. Select whether the address will be the default for Billing, Shipping, Both, or Neither. 
7. Enter the address details. 
8. Select Submit. 
9. A Success message will display, and the address will appear in the customer’s address list. 

1. Log in to iQ Pro+ as a gateway user and navigate to the Virtual Terminal. 
2. Enter the transaction amount and any additional applicable fields. 
3. Select the payment type: Card, ACH (if applicable), or Physical Terminal (if applicable). 
4. Enter Card or ACH details.
5. Select Submit. 
6. The payment will display in the Payments list. 

1. Log in to iQ Pro+ as a gateway user and navigate to the Virtual Terminal. 
2. Enter the transaction amount and any additional applicable fields. 
3. Select Add a Customer, locate the customer using the search filter, and select the customer. 
4. Choose a payment method: Enter Card Information or Enter Bank Information. 
   • The customer’s saved payment method will populate automatically. 
   • Select whether to charge the saved method or enter new payment details. 
5. Select Submit. 
6. The payment will display in the Payments list. 

1. Log in to iQ Pro+ as a gateway user and navigate to the Virtual Terminal. 
2. Select the Customer tab. 
3. Select Select next to the desired customer. 
4. Select the payment method and corresponding billing and shipping addresses from the dropdowns. 
5. Enter the transaction amount and any additional applicable fields. 
6. Select Submit to process the transaction. 
7. (Optional) Select whether to save the payment method as the Default Payment Method. 
8. Once saved, the payment method will display in the Payments list. 

1. Log in to iQ Pro+ as a gateway user. 
2. Select Reporting from the left navigation menu. 
3. Select Settlements. 
4. Review the Cumulative Totals row, which displays totals for: 
   • Captured
   • # Trans (number of transactions)
   • Net
   • Base
   • Credit
   • (If applicable) Surcharge or Payment Adjustment
5. Select Download to export the results summary in CSV or PDF format. 
   • Both formats include the totals row. 
6. Select the magnifying glass icon next to a settlement to view Settlement Details. 
7. Review settlement and transaction details. 
8. Select Transaction Search to open the Transactions List with the Settlement Batch ID pre-populated. 
9. From Settlement Details, select Download to export transaction-level details in CSV or PDF format. 
   • Both formats include the totals row. 

1. If your email is associated with multiple gateways, a gateway dropdown will appear at login. 
2. Select the gateway you want to access. 
3. To switch gateways after logging in, select Switch Gateway at the top of the screen. 
4. Select the desired gateway. 
   • You will be logged out of the current gateway and logged into the selected gateway. 

1.  Log in to iQ Pro+ as a gateway user and navigate to Manage. 
2. Select Users. 
3. Select Create New User. 
4. Enter the user’s email and select Next. 
5. Enter the First Name, Last Name, and Phone Number. 
6. Select the appropriate Role Type. 
7. Select Submit. 

To edit a user:

• Select the pencil icon next to the user and toggle permissions as needed. 

1. Log in to iQ Pro+. 
2. Select Products from the left navigation menu. 
3. Select Create. 
4. Enter the required fields:
   • Product Name
   • Commodity Code
   • Unit Price
   • Local Tax Percent
   • National Tax Percent
5. Select Submit. 

To delete a product: 

• Select the three dots menu next to the product and select Delete Product. 

1. Log in to iQ Pro+. 
2. Select Terminal from the left navigation menu. 

Custom Sale 

• Used for transactions without itemized products. 

• Follows the standard transaction flow. 

Itemized Sale 

1. Enter item details or select products from the dropdown list. 
2. Add additional items as needed. 
3. Select a payment method:
   • Add Customer
   • Enter Card Information
   • Enter Bank Information
   • Select Terminal
4. Select Submit to complete the transaction. 

1. Log in to iQ Pro+ as a gateway user and navigate to the Invoices tab. 
2. Use Global Search to locate invoices by entering criteria such as Invoice ID, Customer Name, Amount, or other details. 
3. Select the calendar icon to search invoices by Created Date or Due Date. 
4. Sort invoices by selecting the arrow next to column headers (Customer Name, Amount, Due Date, and more). 
5. Select the Status filter to quickly filter invoices by status. 
6. Based on the invoice status, select the three dots menu under Actions to: 
   • View Invoice 
   • View Invoice as PDF 
   • Edit Invoice 
   • Clone Invoice 
   • Cancel Invoice 
   • View Transactions 
   • Delete Invoice 
   • View Customer 

Step 1: Select a Customer 

1. Log in to iQ Pro+ as a gateway user and navigate to the Invoices tab. 
2. Select Create Invoice. 
3. Enter Bill To and Ship To details manually or select Select a Customer to choose an existing customer. 
   • Bill To details will appear on the customer’s invoice. 
4. Under Send invoice via, select Email to send an invoice notification. 
   • The billing email address will be used as the primary recipient.
   • (Optional) Select Add CC/BCC to include additional recipients.
5. Select Next Step. 

Step 2: Set Up Invoice 

1. Enter an Invoice Title, which will be used as the subject line of the invoice email. 
2. Select invoice Terms from the dropdown and choose the Invoice Date using the calendar. 
3. Toggle available payment types and select the corresponding processor. 
4. (Optional) Enter a message to display on the invoice. 
5. Select Next Step. 

Step 3: Add Line Items 

1. Enter line item details, including Item Name, Item Description, Commodity Code, Quantity, and Unit Price. 
   • If products are loaded, select from the dropdown list.
2. (Optional) Add a discount or enable shipping charges by toggling Enable Advanced Fields. 
3. Select Add Line Item to include additional items or select the X to remove a line item. 
4. Select Save to save as a draft or Send to deliver the invoice. 

1. To send an invoice email during creation, select Email from Send invoice via in Step 1. 
   • The customer’s billing email is used as the primary recipient.
   • (Optional) Select Add CC/BCC to include additional recipients.
2. After sending, the customer will receive an email containing: 
   • An invoice summary
   • A PDF copy of the invoice
   • A Pay Now link
3. Selecting the Pay Now link opens the payment page, where the customer can: 
   • Review the invoice summary
   • Enter Card or Bank Account details (based on available payment types)
4. Customers may Pay In Full or select Pay Other Amount to submit a partial payment. 
5. After selecting Submit Payment, the customer will see a confirmation screen displaying: 
   • Payment amount
   • Remaining balance
   • An option to view the updated invoice as a PDF
6. A receipt will be emailed to the customer, including transaction details and a PDF copy. 
   • If the invoice is not paid in full, a Pay Remaining Balance link will be included. 

Resend a Receipt

1.  Locate the invoice transaction by: 
   • Searching the Transactions list by Invoice ID,
   • Selecting View Transactions from the Invoices table, or
   • Opening the invoice and selecting View Transaction History.
2. Select the transaction and choose the Email action to resend the receipt, or 
3. Select Transaction Info, then select Email Receipt at the top of the transactions page. 

1. Navigate to Recurring Billing and select Subscriptions. 
2. Select Create New +. 
3. Select Select a Customer to choose an existing customer.
   • Populate required Billing Details fields. 
   • If shipping will be charged, ensure Shipping Details include Address Line 1, Country, and State.  
4. Under Set Up Subscription, enter a Subscription Name. 
   • (Optional) Enter a Subscription Number or Notes for internal use.
5. Under Billing Schedule, define the billing frequency and start/end behavior.
   • (Optional) Adjust Trial Days or Billing Date if applicable.
6. Under Line Items, add items from the product catalog or add a custom item. 
   • Enter Item Name, Item Description, Quantity, Unit Price, and Discount.
   • (Optional) Toggle tax or shipping charges.
7. Under Payment Details, select automatic payments or manual invoicing. 
   • If charging automatically, ensure a Payment Method is saved.
   • Enter an Invoice Number Prefix, followed by a sequential count for each invoice.
   • Define Invoice Terms. 
   • (Optional) Add a custom message to display on invoices.
8. Select Save as Draft to edit later or Create Subscription to activate it based on the defined schedule. 

1. From the Subscriptions page, enter keywords (Customer Name, Subscription Name, Subscription Number, Invoice Prefix, or Notes) into the search bar. 
2. Select the magnifying glass icon to search. 
3. Use the filters beside the search bar or select All Filters to view additional options. 
   • After entering a filter value, select Apply or Show Results.
   • To clear filters, select Reset.
4. The subscription list displays subscriptions as cards, sorted by Created Date (Descending) by default. 
   • To change the order, select the sort icon, choose a field and order, and select Apply.
5. Select a subscription card to view its details. 

1.  From the Subscription Details page, select the three dots menu in the top-right corner. 
2. Select Edit Subscription, Pause Subscription, or Cancel Subscription. 

Edit a Subscription 

• Select Edit Subscription from the three dots menu. 

• Subscriptions in Draft status can be fully edited; for other statuses, only specific fields can be modified. 

• After making changes, select Update Subscription to save. 

Pause or Resume a Subscription 

• Select Pause Subscription and confirm in the pop-up. 

• The subscription will remain paused until resumed. 

• To resume, select Resume Subscription, choose the preferred behavior, and select Resume Subscription to confirm. 

Cancel a Subscription 

• Select Cancel Subscription from the three dots menu. 

• Choose one of the following options: 
  • Cancel Immediately – Stops the subscription and provides an option to refund the last payment.
  • Cancel at End of Billing Period – Schedules the subscription to end after the current billing period.

• Confirm your selection to finalize the cancellation. 
  • Any unpaid invoices associated with the subscription will be cancelled.

1. Log in to iQ Pro+ as a gateway user and navigate to the Simple Pay tab. 
2. Select Create New + in the upper-right corner. 
3. Under Theme, enter a Header Name. 
4. (Optional) Upload a logo and select page colors. 
5. Under Payment Settings, select accepted payment types. 
6. Configure Card and/or ACH settings based on desired fields. 
7. Select Save. 

1. Log in to iQ Pro+ as a gateway user and navigate to the Simple Pay tab. 
2. Under Simple Pay Templates, select the desired Simple Pay page. 
3. Under Theme, drag and drop the logo into the logo upload box. 
4. Select logo alignment: Left or Center. 
5. Use the color picker to select primary, background, and payment block colors. 
6. Select Save. 

1. Log in to iQ Pro+ as a gateway user and navigate to the Simple Pay tab. 
2. Select the kebab menu (three dots) on the desired Simple Pay template. 
3. Select View Simple Pay Page to open the page in a new tab. 

To copy the page URL: 

1. Select the copy icon above and to the right of the settings panel, or 
2. Select the kebab menu (three dots) and choose Copy Page URL. 

1.  Log in to iQ Pro+ as a gateway user and navigate to the Simple Pay tab. 
2. Select the kebab menu (three dots) on the desired Simple Pay template. 
3. Select Delete Simple Pay Page. 
4. Confirm deletion by selecting Yes, Delete Simple Pay Page! 

1. Tap Make a Payment on the home page or select Payment from the navigation bar. 
2. Select the Standard Pay header. 
3. Specify the transaction type and amount. 
4. Add the payment method (Credit Card or Bank Account) and select the appropriate processor. *For credit cards you can scan the card data by selecting Scan Card or manually entering it. 
5. Add any adjustments to the payment. You can select percentage or exact amount. 
6. Add taxes to the transaction by selecting Add Tax to Total to add a flat percentage or selecting Tax Override and specifying a specific amount. Select Tax Exempt for tax exempt transactions. 
7. Tap the Next button. 
8. Specify the transaction details in the Transaction Details section. 
9. Enter Billing Address and enter or skip Shipping Address. 
10. Tap the Next button. 
11. Tap Pay Total to process the payment. 
12. To send a receipt with the transaction specify an email in the Email textbox and click the Send Receipt button. 

1. Tap Make a Payment on the home page or select Payment from the navigation bar. 
2. Select Quick Pay. 
3. Specify the amount. 
4. Add the payment method either by selecting Scan Card and scanning the card or manually entering it. 
5. Select Tax Exempt for tax exempt transactions. *The tax and payment adjustment values configured for the gateway will automatically applied to the transaction. 
6. Tap Pay Total. 
7. To send a receipt with the transaction specify an email in the Email textbox, and tap the Send Receipt  button. 

1. Tap Make a Payment on the home page or select Payment from the navigation bar. 
2. Select Quick Pay. 
3. Specify the amount. 
4. Tap the Payment Method dropdown, then select Terminal. *This option is only available if there are physical terminals configured on the gateway. 
5. Tap Terminal to select terminal to send the payment to. *Online terminals will be listed as Available. 
6. Select Tax Exempt for tax exempt transactions. *The tax and payment adjustment values configured for the gateway will automatically applied to the transaction. 
7. Tap Pay Total. 
8. Customer will be prompted on terminal to present their card and complete the payment. 
9. To send a receipt with the transaction specify an email in the Email textbox and tap the Send Receipt button. 

1. Tap Transactions on the navigation bar. 
2. Select a transaction from the Transaction List. 
3. From here, you can view the details of a transaction. You can select the Address tab or the Payment tab to view the billing and shipping information and the payment method associated with the transaction, respectively. 
4. You can also send a receipt via email. If an email was already specified when you ran the transaction, click Email Receipt to send a receipt to that email. If you want to add a new email specify it in the text box and click Email Receipt. 

1. Tap Transactions on the navigation bar. 
2. Select a transaction from the Transaction List. 
3. Tap the Void/ Refund button. *The option to either void or refund will depend on transaction settlement status. 
4. The transaction status will update once the action is completed. 

1. Tap Add a Customer on the home page or select the + icon while in the Customers tab. 
2. Add Customer name and a description (optional) under Customer Details. 
3. Under Add Payment Method, specify credit card information, bank account information or no payment method. *For credit cards you can scan the card data by selecting Scan Card or manually entering it. 
4. Enter Billing and Shipping Addresses or select ‘Skip’ checkbox. 
5. Tap Add Customer. 

1. Tap Find a Customer on the home page or select Customer from the navigation bar. 
2. Tap the pencil icon next to the customer you want to edit. 
3. Edit the customer’s name and description and tap Update Details. 
4. To add an address, select the Addresses section and tap the + icon. Specify the address and tap Add Address. 
5. To add a payment method, select the Payment Methods section and tap the + icon. Specify the payment method and tap Add Payment Method. *For credit cards you can scan the card data by selecting Scan Card or manually entering it. 

1. Tap Find a Customer on the home page or select Customer from the navigation bar. 
2. Search for the desired customer and tap Pay Now. 
3. Fill out the payment information. If the customer already has a payment method associated with them, you can select it from the Select a Payment Method dropdown. *For credit cards you can scan the card data by selecting Scan Card or manually entering it. 
4. Tap the Next button. 
5. Fill out all the transaction details and billing and shipping information. If the customer already has an address associated with them, you can select if from the Select an Address dropdown in the Billing Address and Shipping Address sections. 
6. Tap the Next button. 
7. Tap Pay Total. 
8. To send a receipt with the transaction, select the Send Receipt checkbox and specify an email in the Email textbox. 

1. Tap the gear icon in the upper right corner of the home page to access Settings. 
2. In the Settings Menu, you will see all the gateways you are associated to under the Switch Gateway section. 
3. Select the gateway you want to switch to and click Switch Gateway. 

1.  Upon logging in for the first time to the iQ Pro mobile app, specify your login credentials and a pop-up window will appear asking to enable biometric login. Tap Yes to enable or No to disable. 
2. If you tapped Yes your operating system will launch a pop-up window to grant access to utilize biometric login. Tap Allow to enable or Don’t Allow to disable. If this is enabled, it will use biometrics the next time you log in. 
3. Click the gear icon in the upper right corner of the home page to access Settings. 
4. In the Settings Menu, you will see a toggle labeled Log In Using Biometrics. The app will honor whatever the toggle is set to the next time you log in. 

1. Click the gear icon in the upper right corner of the home page to access Settings. 
2. In the Settings Menu, you will see a toggle labeled Allow card scan. Toggle this setting on or off to enable or disable the card scan feature. 
3. Upon toggling on this feature a pop-up window will be displayed prompting you to grant access to the devices camera. Click Allow to enable or Don’t Allow to disable. This pop-up will appear if you select the Card Scan option in the Run a Transaction, Create Customer, Edit Customer, or Pay with Existing Customer workflows before enabling or disabling through the toggle.