Table of Contents:
Create Manual Orders
There are several ways orders can be created in Infusionsoft:
- (Manually) Creating an order by hand in the contact record
- (Automatically) Using order forms, the shopping cart, or with a 3rd party integration.
The video below will show you how to create an order by hand:
Set Up an Order Form
The quickest and easiest way to start selling your good and services online is to set up an online Order Form. Here is a quick video explaining what an order form is:
Now that you know what an Order Form is, the video below will show you how to set it all up
Set Up the Shopping Cart & Storefront
If you need to provide your customers with a catalog of goods & services, then a shopping cart may be the best choice for your business. Check out this video to learn the basics of the Infusionsoft shopping cart
Create Upsells and Other Promotions
Maximize revenue by offering upsells, order total discounts, promo codes, etc... Check out these articles to learn how.
Shipping & Fulfillment
If you are handling physical products, you can integrate with UPS Shipping or you can create your own custom shipping options. You can also leverage Fulfillment Reports to automate in-house or outsourced fulfillment houses.
Manage Refunds & Cancellations
Learn how to refund an order, cancel payments, and manage other aspects of a customers order and credit card on file.