1. From the Invoices drop-down menu, choose Create. 
2. On the Invoice Creation page, enter the customer and invoice number. 
3. Under the Bill To section, select Require Billing Only on Payment. 
4. Next, clear any pending line items. 
5. Click on Add Existing Product to view, search, and select from saved products to add to your invoice. 
6. You can search using Product ID, Price, Name, and Date Created/Updated. 
7. Select a product to add it to the invoice. 
8. On the Invoice Creation page, you also have the option to add a message for the customer. 
9. If appropriate, set Allow Partial Payments to None. 
10. Adjust other Options settings as needed. 
11. Click Create Invoice. 
12. You will then be taken to the Invoices Search page. 
13. Click the three dots under Actions column, then Edit Invoice, on the invoice you have created to edit any details. 
14. Click the three dots under Actions column, then View Invoice, to view the customer’s invoice. 
15. The Products you have added appear as line items on the invoice with their descriptions and details. 

1. From the dashboard on the left, select Settings. 
2. From the top menu, select Custom Outputs. 
3. Then select Create New. 
4. On the Select Type drop down menu, choose Transaction. 
5. Then click Create. 
6. You can type in a name for the report. 
7. Then select the fields you would like in your report by dragging and dropping from the Available Fields section, to the Selected Fields section. 
8. The items will appear in the order that you drag and drop them into the Selected Fields section. 
9. The items can also be re-arranged once they are in the Selected Fields section, by dragging and placing the selected item on top or below any of the other selected fields. 
10. You can also remove an item from the Selected Fields section, by dragging and dropping the item back into the Available Fields section. 
11. Once you have the desired fields selected, click the Create button at the bottom. 
12. From the top menu, select Custom Outputs. 
13. Then select Create New. 
14. On the Select Type drop down menu, choose Transaction Table. 
15. Then click Create. 
16. You can type in a name for the report. 
17. Same as with the other report, select the fields you would like in your report by dragging and dropping from the Available Fields section, to the Selected Fields section. 
18. The fields will appear in the order that you drag and drop them and can be re-arranged by dragging. 
19. Once you have the desired fields selected, click the Create button at the bottom. 

1. Select Customer Vault from the left-hand menu bar. 
2.  Select Create. 
3.  Choose which payment option you would like to save for the customer. 
4. Enter the customer’s card number and expiration date. 
5. If you choose, enter a custom ID, description, and a default credit card processor. 
6. Enter any customer billing information.
7.  If you choose, enter the customer’s shipping information. 
8. Click Create. 

1. From the left-hand options menu, click Users in the Manage menu. \
2.  Then click Create New User. 
3.  Enter the fields for the user profile according to the following guidelines: 
   • Username: a unique name for the user 
   •  Name: the first and last name of the user 
   •  Email: the user’s email address 
   •  Role: the user’s role, either Standard or Admin 
   • Default Processer. Select one of the processors listed. Please note that the default processor cannot be listed as none. 
4.  Click Create. 

1. From the Shopping drop-down menu, choose Products. 
2. Click Create new product. 
3. Enter any product details within the applicable fields. 
4. When finished with your product details, click Create product. 

1. To enable the Shopping Cart feature and for additional details, please contact Customer Support. 
2. After Shopping Cart is enabled, select Shopping from the left-side menu. 
3. Select Carts from the drop-down Shopping menu. 
4. Click Create New Cart. 
5. Fill in the fields accordingly. 
6. Click Create. 
7. After creating a cart, create your products. 
8. Select Products from the drop-down Shopping menu. 
9. Click on Create New Product. 
10. Fill in the applicable fields. 
11. Add a product image or logo if applicable. 
12. Click Create Product. 
13. Once you have created your products, add the products to the shopping cart. 
14. To add the product(s), select Carts from the drop-down Shopping menu. 
15. Click on the three dots under Action column, then Edit Cart, to the cart to which you want to add products. 
16. Under the Products section, select products to add to the shopping cart. 
17. Select products from the list to add to the cart. 
18. Once you have added products, click on Update. 
19. To view the cart, three dots under Action column, then View Cart, this will redirect you to the iQ Pro hosted shopping cart landing page. 
20. To add a cart to a website, select Documentation from the drop-down Shopping menu. 
21. You will be redirected to the Hosted Shopping Cart page. This page will provide you with all the information you need for adding a Shopping Cart and Products to your website. 
22. Additionally, you can find your shopping cart URL by following the steps for viewing your shopping cart and then copying the URL at the top of the browser. 

1. Select Recurring Billing from the left-hand menu. 
2. Select Plans. 
3. Then, select Create New Plan. 
4. Fill in the plan details according to the plan that you would like to setup. 
5. Enter a name for the plan. 
6. Enter the amount. 
7. Enter a description. 
8. Select the billing cycle. 
9. Choose the bill option and day in the month to bill. 
10. Select when the plan ends. 
11. You can add create Add-ons or Discounts if applicable. 
12. To select an existing Add-on, select Add Add-on. 
13. Or, to create a new Add-on, select Create Add-on. 
14. Press Create to save and add the Add-on. 
15. To select an existing discount, select Add Discount. 
16. Or, to create a new discount, select Create Discount. 
17. Enter the discount name, discount percentage, and discount duration. 
18. Press Create to save and add the discount. 
19. Once you have setup the plan, press Create to save the plan. 
20. The plan will show under the Recurring Billing Plans list. 
21. Once you create a plan, you can now subscribe a customer to that plan by adding a subscription to a customer vault record. 
22. Select Customer Vault from the left-hand menu, then select Search. 
23. Find the customer that you will be subscribing to the recurring billing plan. 
24. Click the three dots under Actions column, then select Edit Customer to open the customer details. 
25. Select the Subscriptions tab. 
26. Click Create New Subscription. 
27. Click the Plan drop-down and select the recurring billing plan for this customer. 
28. In addition, you can adjust the details within the subscription if needed. 
29. When finished, press Save Subscription to save to this customer. 
30. After the subscription is saved, you’ll see the subscription details under the subscription tab of the customer’s record. 
31. Lastly, select Recurring Billing from the left-hand menu and then select Subscriptions. 
32. You can also click the three dots under Actions column, then View Subscription to view more details of the subscription. 

1. Click on Transactions in the Reporting menu. 
2. From the Search Options drop-down, select the appropriate Search Options (e.g. Amount, Created Date, Last Name) for the transactions you want to find. 
3. Enter the search criteria. 
4. Click Search. 
5. Click the three dots under Actions column, then select View Transaction. 
6. You may choose to refund the transaction, view the printable transaction details, email a receipt, or save the customer’s information to the vault. 

1. Click on Search in the Customer Vault menu. 
2. From the Search Options drop-down, select the appropriate Search Options (e.g. Last Name, Company) for the customer you want to find.  
3. Enter the search criteria. Click Search. 
4. Select the customer by clicking the three dots under Actions column, then Edit Customer. 
5. You may then add or delete a Payment Method, edit an Address, or Charge the Customer. 

1. Click on Transactions in the Reporting menu. 
2. From the Search Options drop-down, select the appropriate Search Options (e.g. Settled Date, Amount Settled) for the transactions you want to refund. Enter the search criteria. Click Search. 
3. Select the transaction you want to refund by clicking the three dots under Actions column, then View Transaction. 
4. Click Refund. 
5. Enter the refund amount if the amount is different than the original transaction amount. 
6. Click Process. 

1. Select Virtual Terminal from the left-side menu. 
2. Select Sale from drop-down at the top of the Virtual Terminal screen. 
3. Enter Amount. 
4. Enter Card Number and Expiration date. A CVC is recommended, but optional. 
5. Click on the section headers on the right to expand the Details, Billing Contact, and Shipping Contact sections to enter additional transaction information as desired for security and reporting. 
6. Click Submit. 
7. Once the transaction has processed, you will be taken to Transactions Detail.  
8. Confirm the authorization response is approved. 
9. You may choose to view the printable transaction details, email a receipt, or save the customer’s information to the vault. 

1. Select Virtual Terminal from the left-side menu.
2. Select Sale from the drop-down at the top of the Virtual Terminal screen.
3. Enter Amount.
4. Select Terminal tab.
5. Click Submit.
6. When the terminal “wakes up,” advise your customer to dip card, or hold smartphone within a few centimeters of the terminal to pay with digital wallet.
7. Once the transaction has processed, you will be taken to Transactions Detail. Confirm the authorization response is approved.
8. You may choose to view the printable transaction details or email a receipt.

1. Select Virtual Terminal from the left-side menu. 
2.  Select Sale from the drop-down at the top of the Virtual Terminal screen. 
3.  Enter Amount. 
4. Click into the Card Number field. 
5. Swipe the card using the card reader. The card number, expiration date, and cardholder information will populate in the corresponding fields of the virtual terminal.
6.  Click Submit. 
7. Once the transaction has processed, you will be taken to Transactions Detail.  
8. Confirm the authorization response is approved. 
9. You may choose to view the printable transaction details or email a receipt. 

*This feature is only available for certain account setups, please contact iQ Pro support at (888) 366-1325 to learn more. 

1. Click Search under Customer Vault from the left side menu. 
2. From the Search Options drop-down, select the appropriate Search Options for the customer you want to find. 
3. Enter the search criteria. 
4. Click Search. 
5. Click the three dots under Actions column, then select Charge Customer to be taken to the Virtual Terminal, populated with the customer’s information. 
6. Enter the Amount, and any additional transaction information as desired for security and reporting. 
7. Click Submit. 
8. Once the transaction has processed, you will be taken to Transactions Detail. 
9. Confirm the authorization response is approved. 

1. From the dashboard on the left, select Reporting then Transactions. 
2. Under Table Format, select the name of the custom report you want to view. 
3. To take the additional step of downloading the report, select the Download as CSV button at the bottom. 
4. On the Select Format drop down menu, choose the name of the Transaction Table report that you created. 
5. Then click Download. 
6. This will download the report as an Excel CSV file. 

1. Click on Settlements in the Reporting menu. 
2. From the Search Options drop-down, select Batch Date. 
3. Select a date, or date range, on the calendar for the settlements you want to view. 
4. Click Search. 
5. Under the Results section, click the magnifying glass under the Action column to view transactions in the settlement. 

1. Click on Transactions in the Reporting menu. 
2.  Find the transaction you want to void. 
3. Click the three dots under Actions column, then View Transaction to open the transaction details. 
4. Click Void. 
5. Click Void to Confirm. 
6.  The transaction will void and the transaction details will update accordingly. 

*This feature is only available for certain account setups, please contact iQ Pro support at (888) 366-1325 to learn more.