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Set Up Add-In with New Account

Follow these steps to install and set up the Visa Invoicing Add-In for Microsoft Outlook if you do not already have a
Visa Acceptance Solutions
 account.
  1. Go to the Microsoft AppSource.
  2. Use the AppSource search field to find the
    Visa Invoicing
     add-in.
  3. Click
    Get it now
     to download and install it.
  4. If you are not already signed in to your Microsoft account, enter your account credentials on the Sign in to Microsoft AppSource window, then click
    Sign in
    .
  5. Confirm or edit your details, and click
    Get it now
    .
  6. A window opens asking if you would like to install Visa invoicing. Click
    Continue
    .
    The Visa Invoicing Add-in installs on your Outlook desktop application.
  7. Open your Outlook desktop application and click the
    Visa Invoicing
     add-in.
  8. On the Welcome page, click
    Get started
    .
  9. Click
    Create an account at Visa Invoicing
    .
    You are redirected to the Sign up for an account page.
  10. On the Sign up for an account page, enter the information requested, check the
    Terms and conditions
     check box, and then click
    Create Account
    .
  11. Check your email account for a
    Visa Acceptance Solutions
     Account Creation confirmation email message. The email will contain your account ID and your organization ID. In the email, click
    Set up your username and password now
    .
    You are redirected to the account creation page.
  12. On the New User Sign Up page, enter your Organization ID and Contact Email, and then click
    Submit
    .
  13. On the Create User Name page, enter your first name, last name, and username, and then click
    Next step
    .
  14. On the Create Password page, enter a password that conforms to the password requirements, and then click
    Create user
    .
    The Successfully Created User page opens, confirming that your account is successfully created.
  15. Open your Outlook desktop application and click the
    Visa Invoicing
     add-in.
  16. On the Welcome page, click
    Get started
    .
  17. Select
    Test
     environment and then click
    Sign in to Visa Invoicing
    .
  18. On the sign-in page, enter your
    Business Center
     organization ID, username, and password. Click
    Sign in
    .
  19. Review the permissions disclosure, and click
    Allow
     to grant Microsoft Outlook access to your
    Business Center
     account for invoicing purposes.
    When you log in to the Visa Invoicing add-in, the Dashboard opens. You can choose from several tasks such as creating and managing invoices, managing permissions, and signing out. Any invoices you already have are listed.
  20. When you are ready to activate your account for the production environment, click
    Go live
    .
    You are redirected to the
    Visa Acceptance Solutions
     Support Center.
  21. Click
    Sign in
    .
    You are redirected to the
    Business Center
     login page.
  22. Enter your organization ID, username, and password. When done, click
    Log in
    .
    You are redirected to the
    Visa Acceptance Solutions
     Support Center page.
  23. At the top of the page, choose
    Support Cases > MID Configuration Request
    .
  24. On the MID configuration request page, click the
    MID activation
     button to the right. Repeat for all other options that apply to you. When done, click
    Submit
    .
    You have successfully submitted a request to create a production account.