E-Commerce Order Management

Articles

 Create A Manual Order
  While viewing a contact record, click on the Order  tab. Click on the Add Order button. Go to the Order Information section. (Optional) Order Title : By default, this field is populated with order date. but you can edi...
 Add A Payment To An Existing Order
  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 making a payment, or using the Enter a Paym...
Manually create an order for a subscription
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 order from the main navigation menu, or from the ord...
Create A Quick Sale Order
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 control over the following: Adjusting the product ...
Add A Payment Plan To A Manual Order
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. Infusionsoft will automatically charge the card on file as long as a merchant account is set u...
 Create a quote
The quoting tool makes it easy to create, manage and share quotes and proposals with potential buyers directly from a contact search. To take payments online, check out the Keap Payments FAQ . Access quote tool You can access quoting tools from...
Quotes statuses, notifications, and reporting
Notification Emails A notification email is sent to the contacts owner when a quote is:  Declined  Accepted   or Paid Quote statuses If your customer declines the quote, their page is refreshed, the word &l...