Not everyone coming to your website is the budget holder. I had a woman calling up and ordering for her boss.
Yes, old school habits and procedures still exist.
That's where the old tried and tested "Send me a proforma invoice" still works.
Your caller needs a proforma invoice with the product description, price and bank details on it to pass to the decision maker, accounts department or boss.
Here's how to do this within the Goodbarry ecommerce platform:
1. Go to Admin > System Emails > Quote
Add your logo to the top of the template
Add Proforma Invoice instead of quote to the heading
Add your bank details to the footer of the template - your bank account number, sort code, Swift and Iban for international payments.
2. Go to Customers > Search >
When you have a customer, select the customer order tab
3. Click the Edit the order button
4. Now in the Status tab, you need to create a new status - call it something like Proforma or Proposal.
5. Now Create a New order
Complete the workflow, order name, currency, shipping, billing, product and shipping amount tabs and save & finish. Review it. Send it to yourself (Email me). If you are happy with it, select "Email Invoice" to customer.
Now when you customer has paid you. Here's what you do:
1. Find the customer, select customer order
2. In the order tab, select edit order
3. Move the status to payment received
4. Hit the generate invoice number button
5. Save
6. Hit the payment tab.
7. Hit apply payment, select payment type, then the amount and in the payment description box put in the payment gateway reference or bank reference for that payment.
8. Then select Workflows - that will send the customer the invoice automatically
9. Then Save & Finish
If there's one thing that would make this process easier, it would be the ability to directly process a card payment via the backend of Goodbarry so that it talks to the payment gateway and passes back payment confirmation.
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