Type: | Use When: | Guide: | If: |
Quote | We need to quote a total for the customer. Using POS is the simplest way to do this on larger orders. | - Use the customer "Quote" - Optional - Ener the customer email address into the email field, and they will receive the invoice directly. - Edit "Post Code" value to enable an accurate postage price. - Select Products - Select Payment method (best guess) - Select order status "Not Finished" |
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Invoice | We need to produce an Invoice for the customer for an order they have confirmed. Note. The customers Delivery and Email Address are required prior to completing an invoice. |
Either; - Select Products - Select Payment method - Select order status "Queued"
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IF the customer desires Paypal as the payment method, send a "Paypal Payment Request" to the customers email address. |