Topico

Crear un recibo personalizado

Introducción

Las facturas de pedido cumplen dos propósitos en Infusionsoft: se utilizan para solicitar el pago de pedidos no pagados y se envían como recibo de órdenes pagadas. La factura por orden predeterminada es muy básica. Muestra un diseño en blanco y negro estándar con el logotipo de su empresa. Si desea personalizar el tipo de información que se muestra en la factura o modificar el diseño o los colores de la tabla, tendrá que crear una factura de pedido personalizado. Puede configurar varias plantillas de factura personalizadas; Sin embargo, en un momento dado sólo puede tener un valor predeterminado seleccionado para pedidos y uno para suscripciones. Estas facturas personalizadas se enviarán a los clientes cuando:

     - Un usuario de Infusionsoft crea una orden manual y decide enviar una factura inmediatamente.

     - Un pago exitoso se realiza a través del carro de la compra, a través de una descarga automática o se graba manualmente (si está activado en E-Commerce> Configuración> Pedidos).

     - Un usuario de Infusionsoft envía una factura manualmente a partir de un registro de pedido, previa solicitud, después de la compra.

Instrucciones paso a paso

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

2 - Haga clic en Pedidos en el menú Configuración.

3 - Vaya a la sección Factura.


4 - Haga clic en el enlace Agregar para crear una nueva factura de pedido o una plantilla de factura de suscripción.
Si ya está seleccionado en el menú desplegable, haga clic en el enlace Editar para personalizar la factura.

5 - Agregue un título, una dirección de correo electrónico y una línea de asunto.

6 - Haga clic en Editar cuerpo de correo electrónico o haga clic en la flecha para poder crear el correo electrónico en el editor WYSIWYG clásico o en el Generador de códigos.

7 - Para combinar campos personalizados en el correo electrónico, haga clic en el botón Combinar.
Puede combinar los campos de factura como se muestra a continuación.

8 - Algunos campos comunes incluyen:
 - Campos de factura
 - Campos de dirección de facturación y envío
 - Campos de pedido y suscripción

9 - Haga clic en el icono Guardar y luego haga clic en el botón Cerrar Generador.

10 - Guardar los cambios


11 - Configurar valores predeterminados de factura
Ir a E-Commerce> Configuración y haga clic en Pedidos en el menú de configuración.
     - Plantilla de factura de pedido: seleccione una plantilla de factura en la lista desplegable o agregue una nueva. Puede diseñar la plantilla de factura para que coincida con su marca y agregar / editar los campos de fusión de pedidos. La plantilla predeterminada se enviará cuando un usuario crea una orden manual o (si está habilitada) cuando hay un pago exitoso para un carrito de compras o un pedido creado manualmente. También será el estilo predeterminado para los anexos de facturas enviados a través de un registro de pedido o formulario de pedido existente.
     - Plantilla de factura de suscripción: seleccione una plantilla de factura en la lista desplegable o agregue una nueva. Puede diseñar la plantilla de factura para que coincida con su marca y agregar / editar los campos de fusión de pedidos. Esta plantilla predeterminada se envía cuando se adquiere una suscripción y cada vez que se factura la tarjeta posteriormente (si tiene activada esta función).
     - Etiqueta de impuestos de factura: introduzca una etiqueta personalizada (por ejemplo, IVA, GST) para anular la etiqueta predeterminada, que es "Impuesto sobre ventas".
     - Dirección, asunto de correo electrónico y cuerpo de correo electrónico: introduzca estos valores predeterminados de correo electrónico para las facturas enviadas desde un registro de pedido. También puede personalizar esta información a medida que pasa por el proceso de envío de una factura.Para introducir un número de identificación fiscal para combinar en facturas.

12 - Introduzca un número de identificación fiscal para combinar en facturas
     - Ir a Admin> Configuración
     - Vaya a la sección Información de la empresa para ingresar un ID de impuesto. Este campo está disponible en los campos de combinación de facturas en una plantilla de factura personalizada.
     - Haga clic en el botón Guardar en la parte inferior de esta pantalla.

comentarios

  1. oprol evorter

    Good website! I truly love how it is simple on my eyes and the data are well written. I’m wondering how I might be notified when a new post has been made. I have subscribed to your RSS feed which must do the trick! Have a great day!

  2. Justine Siemsen

    Magnificent web site. Plenty of helpful information here. I am sending it to several pals ans additionally sharing in delicious. And certainly, thank you on your effort!

  3. tinyurl.com

    Great goods from you, man. I’ve understand your stuff previous
    to and you are just extremely great. I really like what you
    have acquired here, certainly like what you’re saying and the way in which
    you say it. You make it entertaining and you still take care of to keep it sensible.
    I can not wait to read much more from you.

    This is really a terrific website.

  4. coconut oil a

    What’s up i am kavin, its my first occasion to commenting anywhere,
    when i read this article i thought i could also create comment due to this good article.

  5. plenty of fish dating site

    Hi, i read your blog from time to time and i own a similar one and i was just wondering
    if you get a lot of spam comments? If so how do you prevent it, any
    plugin or anything you can recommend? I get so much lately it’s driving
    me insane so any help is very much appreciated.

  6. ps4 games

    First of all I want to say terrific blog! I had a quick question which I’d like to ask if
    you don’t mind. I was curious to know how you center yourself and clear
    your head before writing. I have had a difficult time clearing my mind in getting my ideas out.
    I do enjoy writing but it just seems like the first
    10 to 15 minutes are usually wasted simply just trying to figure out how to begin. Any ideas or hints?
    Many thanks!

  7. quest bars cheap coupon twitter

    Hi! This is my 1st comment here so I just wanted to give a quick shout out
    and tell you I genuinely enjoy reading through your blog posts.
    Can you suggest any other blogs/websites/forums that go over the same topics?
    Thank you!

  8. quest bars cheap coupon twitter

    Howdy! I know this is kinda off topic but I was wondering which blog platform are you using for this website?
    I’m getting sick and tired of WordPress because I’ve had problems 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.

  9. ps4 games

    Hi I am so excited I found your blog, I really found you by error, while I was browsing on Bing for something
    else, Nonetheless I am here now and would just like to say cheers
    for a marvelous post and a all round thrilling blog (I
    also love the theme/design), I don’t have time to go through it
    all at the moment but I have book-marked it and also added your RSS feeds, so when I have time
    I will be back to read a great deal more, Please do keep up the awesome work.

  10. ps4 games

    We’re a group of volunteers and opening a new scheme in our
    community. Your website provided us with valuable info to work on. You’ve done a formidable job and our whole community will be thankful
    to you.

  11. ps4 games

    What’s up, of course this paragraph is truly nice and I have
    learned lot of things from it concerning blogging. thanks.

  12. quest bars cheap

    great points altogether, you simply won a new reader. What would you suggest about your put up that you
    simply made a few days in the past? Any positive?

  13. ps4 games

    My family always say that I am killing my time here at net,
    however I know I am getting know-how daily by reading thes
    nice articles or reviews.

  14. coconut oil

    I will right away take hold of your rss as I can’t in finding your email subscription link or newsletter service.
    Do you’ve any? Please allow me recognise in order that
    I could subscribe. Thanks.

  15. coconut oil

    I don’t know if it’s just me or if perhaps everyone else encountering problems
    with your blog. It looks like some of the written text in your content are running off
    the screen. Can somebody else please provide feedback and let
    me know if this is happening to them too? This might be a
    issue with my web browser because I’ve had this happen before.
    Thank you

  16. plenty of fish vs match.com free trial

    Excellent items from you, man. I have keep in mind your stuff prior to and
    you are simply too great. I actually like what you’ve acquired here, really
    like what you’re stating and the way in which through which you
    assert it. You make it entertaining and you continue
    to take care of to keep it smart. I cant wait to learn much more from you.
    This is really a great website.

  17. tory lanez x drake type beat

    37550 531023Hosting a weblog composing facility (in a broad sense) requires unlimited space. So I suggest you to discover such internet hosting (internet space provider) that give flexibility inside your internet space. 52257

  18. match.com free trial

    Hey I know this is off topic but I was wondering if you knew of any widgets I
    could add to my blog that automatically tweet my newest twitter updates.

    I’ve been looking for a plug-in like this for quite some time and
    was hoping maybe you would have some experience with something like this.
    Please let me know if you run into anything. I truly enjoy reading your blog and I look forward to your new updates.

  19. https://asksylphoflight.tumblr.com

    Hello! Do you know if they make any plugins to help with Search Engine Optimization? I’m trying to get my blog to rank
    for some targeted keywords but I’m not seeing very good results.
    If you know of any please share. Thank you!

  20. tinyurl.com

    My spouse and I stumbled over here by a different
    website and thought I may as well check things out.
    I like what I see so now i’m following you. Look forward to looking
    at your web page repeatedly.

  21. mejaqq pkv

    648783 270462Proper wow messages are bound to show your and supply memorialize the speacial couple. Beginner sound system to high in volume crowds should always take a look at all with the wonderful value behind presenting and public speaking, which is to be someones truck. greatest man speeches brother 355690

  22. https://asksylphoflight.tumblr.com/ sling tv

    Thank you for some other informative site. The place else may I am getting that type of info written in such
    a perfect manner? I’ve a project that I am simply now working
    on, and I’ve been at the glance out for such information.

  23. duratrans

    379752 867937building websites is not only enjoyable, but it can also produce an income for yourself;; 285938

  24. sling tv

    Hi there to every body, it’s my first visit of this weblog;
    this blog contains amazing and in fact good information in favor of
    visitors.

  25. sling tv

    My relatives every time say that I am wasting
    my time here at net, but I know I am getting know-how everyday by reading thes fastidious articles.

  26. Pauly d t shirt

    74361 884760Visiting begin a business venture about the internet typically indicates exposing your products or services moreover provider not only to some individuals inside your town, but but to a lot of future prospects who may be over the internet numerous times. easy internet business 522349

  27. mejaqq

    867692 369666You got a quite fantastic site, Sword lily I observed it by means of yahoo. 504084

  28. Moon

    864293 302691Wow, superb weblog structure! How long have you been blogging for? you make blogging glance simple. The total appear of your web internet site is excellent, neatly as the content material material! 551056

  29. elangqq

    591854 416732Dead written subject matter, Truly enjoyed reading by way of . 681548

  30. sling tv

    Exceptional post but I was wanting to know if you could write a litte more on this subject?
    I’d be very thankful if you could elaborate a little bit more.
    Cheers!

  31. www.meja3651.site

    147489 214563Flexibility indicates your space ought to get incremented with the improve in number of weblog users. 949488

  32. sling tv

    I loved as much as you’ll receive carried out right here.
    The sketch is attractive, your authored subject matter stylish.
    nonetheless, you command get got an edginess over that you
    wish be delivering the following. unwell unquestionably come further formerly again since exactly the same nearly a lot often inside case
    you shield this increase.

  33. Advanced Lighting

    525106 390961Merely wanna state that this is extremely beneficial , Thanks for taking your time to write this. 412017

  34. sling tv best package 2020

    Unquestionably believe that which you stated. Your favorite reason seemed to be on the
    net the simplest thing to be aware of. I say to you, I definitely get irked while people think about worries that they plainly don’t know
    about. You managed to hit the nail upon the top and
    also defined out the whole thing without having side-effects ,
    people could take a signal. Will probably be back to get more.
    Thanks

  35. link mejaqq

    385427 703742Hey there! Amazing stuff, please do tell us when you post once more something similar! 723369

  36. ignou report

    755499 594799Excellent paintings! This is the kind of information that need to be shared around the web. Disgrace on Google for now not positioning this publish upper! Come on over and talk more than with my internet site . Thanks =) 323690

  37. acl cornhole boards

    93180 645750Be the precise weblog should you have wants to learn about this topic. You comprehend considerably its practically onerous to argue to you (not that I personally would needHaHa). You undoubtedly put a new spin for a topic thats been discussing for some time. Good stuff, just nice! 207056

  38. sling tv

    You should be a part of a contest for one of the highest quality blogs on the
    internet. I am going to highly recommend this blog!

  39. vurtilopmer

    This is the fitting weblog for anyone who wants to find out about this topic. You understand a lot its virtually onerous to argue with you (not that I actually would want…HaHa). You positively put a new spin on a topic thats been written about for years. Nice stuff, just nice!

    1. Quinton Haning

      Superb post but I was wanting to know if you could write a litte more on this subject? I’d be very thankful if you could elaborate a little bit more. Many thanks!

  40. Clark Dehaven

    It’s a shame you don’t have a donate button! I’d without a doubt donate to this excellent blog! I suppose for now i’ll settle for book-marking and adding your RSS feed to my Google account. I look forward to brand new updates and will talk about this blog with my Facebook group. Talk soon!

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