Gavin Flitton Posted October 24, 2022 Share Posted October 24, 2022 Is there anyway for an employee to send an invoice to their customer without it being tied to a specific order? Quote Link to comment Share on other sites More sharing options...
Triston Merritt Posted October 24, 2022 Share Posted October 24, 2022 what are they wanting the invoice to have on it? Theres a few options for what the invoice can be for. https://share.getcloudapp.com/X6uQGE6E Quote Link to comment Share on other sites More sharing options...
Gavin Flitton Posted October 24, 2022 Author Share Posted October 24, 2022 @Triston Merritt It would be an invoice that is not tied to a specific order or product. Some useful info here: Credit memos can be created manually under the $ icon.Finance charge, bounced payment, & CC fee invoices are automatically generated based on a customer’s financial settings..So basically, there’s no way to just create an invoice without it being attached to an order/products.What you can do is you can create a product that doesn’t have any real info to it (like maybe just 1 comments attribute so they can type in what the invoice is for) and then set a fixed price $1000 In the pricing section of the product, then manually override that with whatever you’re actually quoting the customer. Quote Link to comment Share on other sites More sharing options...
Ashley Posted October 24, 2022 Share Posted October 24, 2022 Yeah, not really. You can have a trigger email them with the invoice attached when an order is created (obviously), and a trigger email them with the invoice when a finance charge is created, but that's it. Nothing regarding credit memos being created, etc. Quote Link to comment Share on other sites More sharing options...
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