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  • Pro-forma Invoice?

    Some of my customers request a "pro-forma" invoice (similar to a quote that includes shipping) so that they can submit it for payment by their purchasing department (my products sell for $2k - $3k per order). I have not found a satisfactory way to create this type of invoice without actually creating a phone order then completing the transaction by using an off-line payment, such as a purchase order. Since completing the transaction this way "completes" the order, I can't go back and actually complete the order with a credit card. Does anyone know of a way to generate a pro-forma invoice that does not complete the order?

    This should be a standard feature of 3Dcart.

  • #2
    I would suggest creating the invoice in Quickbooks and then sending them a PDF email of it. Then when they remit payment put the order in through the store. This sounds like it should be handled as an off line account if they are using a PO and off line payments.

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    • #3
      Thanks FF. I have actually done that in the past, but it's a PITA. I would rather use 3DC for the entire process so that I don't have to make duplicate entries (QB & 3DC).

      Also, the PO is not actually being used by the customer. I use it to create a "fake" transaction just so that I can create the "invoice".

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      • #4
        What payment processor are you using? We create orders using offline payment methods, too, but we are able to go back into the order and use virtual terminal to collect credit card payment.

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        • #5
          Same here, it just does not change the payment type when you do that. ProRetail.
          http://www.pack-secure.com

          Packaging and Shipping Supply Specialists

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          • #6
            I am using Stripe. But I'm not sure how to do what you are talking about. I'll read up on Virtual Terminal.

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            • #7
              Ok guys. I've searched and can't find any info on what the heck "virtual terminal" means, or what it does. Can someone enlighten me?

              Thanks,

              Mike

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              • #8
                Originally posted by mihooper View Post
                Ok guys. I've searched and can't find any info on what the heck "virtual terminal" means, or what it does. Can someone enlighten me?
                If you are on an order, click on the actions in the upper right. There you will see virtual terminal. Click it and it will allow you to enter credit card information and process the payment.

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                • #9
                  Thanks everyone. This looks like an "OK" workaround. I'm surprised that there's not documentation on what Virtual Terminal is, or how/when to use it.

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