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.
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!
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!
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.
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.
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.
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!
Keep on working, great job!
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!
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.
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.
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.
What’s up, of course this paragraph is truly nice and I have
learned lot of things from it concerning blogging. thanks.
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?
I couldn’t refrain from commenting. Well written!
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.
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.
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
I like it when folks get together and share thoughts.
Great blog, keep it up!
Thanks for sharing your thoughts on coconut oil.
Regards
Good post. I absolutely appreciate this
site. Stick with it!
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.
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
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.
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!
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.
37298 86580I gotta favorite this site it seems handy quite valuable 322970
275246 817747What a lovely blog. Ill surely be back. Please preserve writing! 885849
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
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.
379752 867937building websites is not only enjoyable, but it can also produce an income for yourself;; 285938
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.
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.
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
119381 669971I appreciate your wordpress web template, wherever did you obtain it from? 259167
867692 369666You got a quite fantastic site, Sword lily I observed it by means of yahoo. 504084
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
591854 416732Dead written subject matter, Truly enjoyed reading by way of . 681548
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!
147489 214563Flexibility indicates your space ought to get incremented with the improve in number of weblog users. 949488
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.
525106 390961Merely wanna state that this is extremely beneficial , Thanks for taking your time to write this. 412017
127996 282666I enjoy, cause I found just what I used to be looking for. 521780
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
385427 703742Hey there! Amazing stuff, please do tell us when you post once more something similar! 723369
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
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
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!
Thanks You
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!
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!
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!