One of the key features of using Flower Store In a Box is the ability to create Manual Orders. But did you know that you can create Account Customers for your Flower Store In a Box website and manage whether the invoice has been paid?
I have developed a quick deep dive video tutorial for Account Customers.
Here is a quick guide on creating a manual order in your dashboard
Here is a quick guide to setting up an Account Customer on your website so they can create an order themselves:
Once you have set this up, you can mark a customer as able to pay by Account instead of by credit card.
When the order is completed online, it will send a Tax Invoice to the customer for payment, and you can now manage these invoices to follow up on payments received.
You can also have your bank account details automatically shown on your tax invoices for account customers (just send us a support request for this to be added).
View Outstanding Invoices
Under Orders :: View Pending, there is a new option called:
Manage Accounts
Click on this button, and you will be shown all invoices waiting for payment.
Mark as Paid
To change the payment Status, click the button, and the status will be updated automatically.
