Topico

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.

comentarios

  1. oprol evorter

    Hello, you used to write great, but the last several posts have been kinda boring… I miss your great writings. Past few posts are just a little bit out of track! come on!

  2. tinyurl.com

    Thanks for another excellent article. Where else could anybody get that type of
    info in such a perfect approach of writing? I have a presentation subsequent week, and I’m on the look
    for such info.

  3. coconut oil with

    Thanks a bunch for sharing this with all folks you really realize what you’re
    talking about! Bookmarked. Kindly also talk over with my website =).
    We could have a hyperlink trade arrangement between us

  4. ps4 games

    Hello! Someone in my Facebook group shared this site with us
    so I came to take a look. I’m definitely enjoying the information.
    I’m bookmarking and will be tweeting this to my followers!

    Wonderful blog and outstanding design.

  5. ps4 games

    What’s up to all, it’s truly a pleasant for me to pay a visit this web
    page, it contains helpful Information.

  6. quest bars cheap

    Incredible! This blog looks just like my old one!
    It’s on a totally different topic but it has pretty much the same
    page layout and design. Outstanding choice of colors!

  7. quest bars cheap

    Hi there, I wish for to subscribe for this blog
    to obtain most up-to-date updates, therefore where can i do it please help.

  8. quest bars cheap

    Hi i am kavin, its my first occasion to commenting
    anywhere, when i read this piece of writing i thought i could also make comment due to this brilliant article.

  9. quest bars cheap

    It’s in point of fact a nice and helpful
    piece of info. I’m satisfied that you simply shared this helpful information with us.
    Please keep us informed like this. Thanks for sharing.

  10. quest bars cheap coupon twitter

    I have been exploring for a little bit for any high-quality articles
    or weblog posts on this sort of area . Exploring in Yahoo I finally stumbled
    upon this site. Studying this info So i am happy to exhibit
    that I have a very good uncanny feeling I found
    out exactly what I needed. I such a lot for sure will make sure to don?t disregard this website and give it a glance
    regularly.

  11. ugly christmas sweater toddler

    Good day! I know this is somewhat off topic but I was wondering which
    blog platform are you using for this website?
    I’m getting tired of WordPress because I’ve had issues with hackers and
    I’m looking at alternatives for another platform.

    I would be great if you could point me in the
    direction of a good platform.

  12. ps4 games

    wonderful publish, very informative. I ponder why the other specialists of
    this sector don’t realize this. You must continue your
    writing. I’m sure, you’ve a great readers’ base already!

  13. ps4 games

    Hi there just wanted to give you a quick heads up and let you know a few of the images aren’t
    loading properly. I’m not sure why but I think its a linking issue.
    I’ve tried it in two different web browsers and both show the same outcome.

  14. quest bars cheap

    Hi there! Someone in my Facebook group shared this website
    with us so I came to take a look. I’m definitely enjoying the information. I’m book-marking and will be tweeting this to my followers!

    Fantastic blog and amazing design and style.

  15. quest bars cheap

    Thanks for some other informative blog. Where else may just
    I am getting that kind of information written in such a perfect way?
    I have a undertaking that I am just now working on, and I’ve been at the look out for such information.

  16. quest bars cheap

    You need to take part in a contest for one of the finest websites on the web.

    I most certainly will highly recommend this web site!

  17. ps4 games

    This is really interesting, You are a very skilled blogger.

    I have joined your rss feed and look forward to
    seeking more of your magnificent post. Also, I’ve shared your website in my
    social networks!

  18. ps4 games

    Just wish to say your article is as surprising.
    The clearness on your put up is just spectacular and i can think you’re knowledgeable in this subject.
    Well with your permission let me to clutch your RSS feed to stay updated with
    coming near near post. Thanks a million and please continue the enjoyable work.

  19. coconut oil

    Now I am going to do my breakfast, afterward having my breakfast coming again to read other news.

  20. coconut oil

    I all the time emailed this website post page to all my associates, for the reason that if like to read it afterward my friends will
    too.

  21. sling tv

    When I originally commented I clicked the «Notify me when new comments are added» checkbox and now each time a comment is added I get several e-mails with
    the same comment. Is there any way you can remove me from that service?
    Bless you!

  22. sling tv

    Hello, I enjoy reading all of your article post. I like to write
    a little comment to support you.

  23. sling tv asksylphoflight

    Hi there! This blog post couldn’t be written any better!

    Reading through this article reminds me of my previous
    roommate! He continually kept talking about this. I’ll send this information to him.
    Fairly certain he will have a very good read. Many thanks for sharing!

  24. sling tv

    Great article! This is the type of information that are
    supposed to be shared around the web. Shame on the search engines for no longer positioning this post upper!
    Come on over and talk over with my site . Thanks
    =)

  25. PeterAlant

    Hello, boat thanks you http://cialisxtl.com allowing for regarding news! cialis samples request
    natural viagra alternatives that work

  26. sling tv

    An outstanding share! I’ve just forwarded this onto a
    friend who has been doing a little research on this.

    And he in fact ordered me breakfast due to the fact that I found it
    for him… lol. So let me reword this….
    Thank YOU for the meal!! But yeah, thanks for spending some time to talk about
    this matter here on your site.

  27. sling tv

    Hi are using WordPress for your site platform? I’m new to the blog world but I’m
    trying to get started and set up my own. Do you require
    any coding expertise to make your own blog?

    Any help would be greatly appreciated!

  28. sling tv

    I need to to thank you for this very good read!! I absolutely loved every bit of it.
    I’ve got you book marked to look at new things you post…

  29. sling tv best package 2020

    The other day, while I was at work, my sister stole my
    apple ipad and tested to see if it can survive a 30 foot drop, just so
    she can be a youtube sensation. My apple ipad is now destroyed and she has 83 views.
    I know this is completely off topic but I had to share
    it with someone!

Tu dirección de correo electrónico no será publicada. Los campos obligatorios están marcados con *