Instant Financial Help Center
Head to instant.co
Admins
Card Holder
My Card
My Account
Instant Pay
Sending Money
Receiving Money
Admins
Managing Admins
Payments
Back Office Access
Funding/Accounting
Managing People
Ordering Supplies
Reporting
Location Management
Product Release Notes
Back to home
Instant Financial Help Center
Admins
Card Holder
My Card
My Account
Instant Pay
Sending Money
Receiving Money
Admins
Managing Admins
Payments
Back Office Access
Funding/Accounting
Managing People
Ordering Supplies
Reporting
Location Management
Product Release Notes
Admins
FAQs for managers and administrators using the Instant program
Managing Admins
How do I get Manager or Admin Permissions?
Payments
How do I map a payment file?
What should I do if I don't see an employee listed in the manual entry screen?
How do I process payroll with a payfile for my employees?
How do I handle exceptions to payroll?
What should I do with error messages on the Transaction History page?
What should I do if I pay the wrong employee?
How do I process Instant Tips Payments?
How do I process General Payments?
What are General Payments used for?
How do I reverse a transaction?
What do I do if a payment fails?
What does it mean if a payment has a status of “retrying” in the Transaction History screen?
What do the statuses indicate on the Transaction History screen?
How do I cancel a failed payment?
Why did the payment I attempted to process fail?
How do I cancel a retrying payment?
Why would I need to cancel a payment?
How can I adjust the daily tip or general pay limit for paying employees?
See more
Back Office Access
I am getting the error "invalid token" when logging into my Instant Back Office admin account.
How do I set up Multi-Factor Authentication (MFA) for my Instant Back Office admin account?
Funding/Accounting
How do I find my current float balance?
How do I fund my float?
Managing People
How do I approve a tipped employee?
How do I remove a tipped employee?
Everything you need to know about re-hires
Best Practices for Off-boarding Employees from Instant
What do I do if an employee profile does not have an Employee ID or Clocking ID?
What if there is an employee pending that I don't recognize?
What if I can't find the list of new employees that need to verified?
See more
Ordering Supplies
How do I order more Instant marketing materials for my location?
How do I order more Instant cards for my location?
Reporting
The Settlement Report
The Outstanding Instant Pay Report
The Payroll Enrollment Report
The Payrun Upload Report
The Payments Report
The Payroll Report
The Daily Tips Report
The Shifts Report, Unmapped Shifts and Unmapped Employees
The Employee List Report
The Float Activity Report
See more
Location Management
How do I add new location to Back Office?
How do I close my Instant Financial account?
What do I do if one of my locations using Instant is closing?
How Can I Transfer Account Ownership to Franchise Operators?
