Sending Invoices

Invoices request payment from the buyer.  If your buyers tend to pay immediately or if your eCommerce site sends out invoices automatically, then you may not need this functionality.  In that case, the Invoice button can be hidden from the interface by following the instructions in Customizing Invoices.  

 

Amazon orders are immediately imported into In Process, so there is no need to send an invoice to Amazon buyers.  Amazon also prohibits sending invoices to buyers so SixBit will not send invoices for any orders that were originated at Amazon.

 

The text of an invoice can be customized to make it more personal.   Customizing Invoices also explains how to edit the Invoice Email Template.

 

If you would like to send out invoices, you may send them manually or automatically.  Invoices can be sent out automatically within a specified number of hours after the sale.  Refer to Customizing Invoices for information on setting up automatic invoices.

 

 

To manually send invoices:

  1. Open the Ship Orders mode.      How?How? From the Mode selector in the lower left, choose Ship Orders.
  2. From the grid, select the orders in the Awaiting Payment status for which an email will be sent.  
  3. Click the Invoice button in the Email section of the ribbon bar to open the Email Preview window.   An email for each order will be generated and displayed.   The email can be edited to make it more personal.
  4. Click Send or Send All to send the email(s).

 

 

 

When sending an email, a flag will be sent.  If necessary, the flag can be manually turned on or off.

To toggle the email sent flag:

  1. Open the Ship Orders mode.        How?How? From the Mode selector in the lower left, choose Ship Orders.
  2. From the grid, select the orders for which the flag will be toggled..  
  3. Right click and choose Email from the context menu and then choose the action to take.