Madsen, Amanda

You can delete a quote that is in any status on a contact record using the following steps:Go to the "Orders" tab of an existing contact record  Click the quote to open it Click the Delete buttonQu...

After an order is created a payment plan can be added or altered. The payment plan allows a customer to pay for a purchase in one or several installments. Max Classic will automatically charge the ...

Once you understand the manual order process, you may want to use the quick sale option to quickly create a single-item order for a one time only product (no subscriptions.)This option gives you co...

Before you can create a manual order, you must create a contact record for the customer. After you create a contact record, there are two ways you can enter the person's order: you can add the orde...

When someone pays you offline, you may need to manually record and /or process a payment for an existing order. You can do this in one of two ways: By navigating to the contact record first and mak...

While viewing a contact record, click on the Order tab. Click on the Add Order button. A page will load with the contact shipping information. Click "Save" to continue creating the order. Go to the...

Add a product to a cartProcessing a bundle through the cartFields that are captured by the shopping cart and will populate the shipping and billing information Add a product to a cartJust change th...

If you commonly sell groups of products together, you can create product bundle links to make it easier for customers to purchase the product package. The product bundle links add multiple items to...

If you build a custom storefront on your website instead of using the Max Classic storefront, you will use product links to send customers to the Max Classic shopping cart to check out page. The pr...

There are two methods of integrating the Keap shopping cart with your existing website: You can utilize Keap's storefront and shopping cart checkout for a quick, end-to-end solution. You will just ...