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.
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