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Configuración de facturación predeterminada

Introducción

Los ajustes de facturación definen los valores predeterminados globales para aceptar pagos iniciales y gestionar los pagos automáticos fallidos. Algunos de los ajustes predeterminados también se pueden personalizar para los formularios de pedidos individuales, carros de compras o al crear una orden manual.

Instrucciones paso a paso

1 - Vaya a E-Commerce> Configuración en la navegación maestra.

2 - Haga clic en Pedidos en el menú de configuración.

3 - Vaya a la sección Facturación para revisar y editar los siguientes valores predeterminados.

 - Moneda local: Esta configuración controla el símbolo de moneda que se muestra en los productos en el carrito de compra, los formularios de pedido y las facturas. Seleccione entre Dólar Estadounidense, Euro, Libras, Rands, Dólar Australiano, Dólar Canadiense o Dólar de Nueva Zelanda.

 - Tipos de Pago: Estos Tipos de Pago se muestran al procesar pagos manuales en un Registro de Pedidos.

 - Valores predeterminados de carga: Autocharge predeterminado: establezca en "Sí", si desea que el sistema cargue automáticamente los pagos con tarjeta de crédito para los planes de pago y los programas de suscripción periódica.

     - Cargo de impuestos: Establezca en "Sí", si desea calcular y cargar automáticamente el impuesto sobre ventas de productos sujetos a impuestos y programas de suscripción para todos los pedidos.

     - Cuenta de comerciante: seleccione su cuenta principal. Se mostrará automáticamente en Temas del carro de compras, Formularios de pedido y Pedidos manuales, pero también se puede personalizar en función de cada artículo.
 
   - (Opcional) Max Reintentos: Cambie este número si desea que Infusionsoft intente procesar una carga fallada más o menos de 3 veces (predeterminado del sistema).

     - (Opcional) Número de días entre intentos: cambie este número si desea que Infusionsoft espere más o menos de 2 días (predeterminado del sistema) entre cada reintento.

     - (Opcional) Permitir que un pago se divida entre facturas: establezca en "Sí", si desea poder aplicar pagos procesados ​​manualmente a través de varias facturas.

     - (Opcional) Mostrar interfaz de pago en la ficha Pedidos: establezca en "Sí", si desea ver un historial de pagos desde un registro de pedido. Esto activa un botón: "Más pagos", con una búsqueda de intervalo de fechas.

     - (Opcional) Cargos de grupo por contacto: establezca en "Sí", si necesita organizar cargos en los registros de la empresa por persona en lugar de cronológicamente.

     - (Opcional) Días de espera antes de la carga automática: Esta configuración retrasa todos los cargos automáticos pendientes (por ejemplo, si establece esto en 3, todos los cargos automáticos pendientes procesarán 3 días más tarde). Puede ser útil si está cambiando las puertas de enlace comerciales o está resolviendo un problema con una puerta de enlace, pero la mayoría de las empresas no necesitan esta configuración.

     - Facturas de correo electrónico al pagar con éxito: establezca en "Sí", si desea que Infusionsoft envíe una factura cada vez que se envía un pago manual o automático a Infusionsoft.

     - Restablecer contadores de intento de descarga automática fallidos cuando cambia de tarjeta de crédito: establezca en "Sí", si desea anular el contador de autocuidado para una nueva tarjeta de crédito en lugar de reanudar el recuento basado en cargos fallidos en una tarjeta anterior. (Por ejemplo, la tarjeta anterior se probó 2 veces.Si no se restablece, un fallo en la nueva tarjeta se contará como el intento tercero en lugar de la primera.)

     - (Opcional) No cargue automáticamente las facturas que han estado pendientes durante más de: Seleccione un límite de intervalo de tiempo para los intentos de descarga automática. El sistema ya no intentará cargar la tarjeta después de que se alcance este límite. El valor predeterminado es 12 meses. Puede reducirlo a 9, 6, 3 o 1 mes.

     - ¿Qué tan pronto puede alguien colocar una orden duplicada de un formulario de pedido?: Cambie esto para personalizar el número de días que debe esperar antes de considerar un formulario de pedido para un duplicado. Esto le ayuda a minimizar los errores de los clientes al permitir órdenes duplicadas en un formulario de pedido específico. El valor predeterminado es 10 días.

4 - Desplácese hasta la parte inferior de la configuración y haga clic en Guardar para aplicar la actualización.

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