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  • #16
    Originally posted by Luxlife View Post

    Are you still operating the store on Shopify? Or have you moved it all and launched on 3dCart?
    We still have it live on Shopify. But we are almost finished with our new 3dcart and I am just trying to get the balls to make the live change over

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    • #17
      If you are not live, how do you know Shopify is faster than 3dCart?
      Luxlife

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      • #18
        It is live just not on our URL

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        • #19
          I would also like to have an app or something that allows me to send customers invoices, accept partial payments, etc. I currently do my invoicing through QuickBooks but I would much rather have one tool for customer service, viewing order history, and payments. Also a lot of my customers need a printable invoice that shows the payment method, last 4 of the card, and what payments have been applied. invoice_print on 3dcart doesn't even have a credits/payments line.

          I too did a ton or research and landed on 3dcart because of all of its advanced features already built in. But I could really use an App or Module or something for more advanced invoicing.

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          • #20
            We solved the invoicing problem with a combination of Zapier, QuickBooks, and DocuPilot. With this suite of tools, we were able to create fully customized invoice documents that are automatically generated and emailed to the customer when an order is shipped. As many of our customers have term accounts with us, we use QuickBooks to manage the billing and collection process with Zapier set up to do followup reminders and to send out payment received email messages.

            We also use several custom zaps to manage the unique invoicing requirements of some of our larger overseas customers. Additional zaps check shipping and billing details that customers provide when they enter an order on our website. E.g., annual confirmation of their invoicing email address, confirming that international phone numbers are correctly formatted, etc. If there is a problem, then Zapier automatically emails the customer with details.

            It was a long journey to get where we are now, but now that everything has been set up and debugged, it has been working pretty much flawlessly.

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            • #21
              Originally posted by GonzaloGil View Post
              I think what you are looking for is this:
              Phone Order "Get a Quote" System

              Some businesses rely on providing customers with quoted pricing for various services or products, and need to be able to create customer-specific pricing quotes on a situational basis. With Version 9.1, 3dcart merchants on the Pro plan or higher can access our new Phone Order "Get a Quote" System which allows retailers to offer quoted pricing that works similarly to an order. The customer can then complete the order if they choose to accept the quote.


              Which is on version 9.1 https://blog.3dcart.com/3dcart-version-9.1

              I can try to get your store updated quicker if you PM me your store URL
              Hey Gonzalo. We have been loving this Order Quotes mod. Any chance that it can be made to be used by any or all customer groups. We set up another "Quote" payment method for our customers to self-serve online years ago but payment is cumbersome having to either "Re-order" the quote online or call us with their card info. Being able to pay for the quote online when they want would help convert a lot more customers.

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              • #22
                ISGMe So you want to have an option to enable on the module, which when enabled, will display a payment option "Quote" (like it does on the phone order), and all this does is just create an order in the quote status? So then, they can later come back and pay for it if they want?
                ----------------------------
                Gonzalo Gil
                3dCart Support
                800-828-6650 x111

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                • #23
                  Originally posted by GonzaloGil View Post
                  ISGMe So you want to have an option to enable on the module, which when enabled, will display a payment option "Quote" (like it does on the phone order), and all this does is just create an order in the quote status? So then, they can later come back and pay for it if they want?
                  Yes. We set up a payment method for "Quote" before you guys came out with this mod. Payment for the quote has always been an issue. Your mod would solve that issue well if we could use it for any or all groups other than just phone order.

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                  • #24
                    How about using this instead? https://support.3dcart.com/knowledge.../6/saved-carts
                    Because that way the customer can put together an order, email it to themselves(also saves it on their profile), when they are ready to checkout, they can do so by logging into my account, selecting it, and checking out...
                    ----------------------------
                    Gonzalo Gil
                    3dCart Support
                    800-828-6650 x111

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                    • #25
                      Originally posted by GonzaloGil View Post
                      How about using this instead? https://support.3dcart.com/knowledge.../6/saved-carts
                      Because that way the customer can put together an order, email it to themselves(also saves it on their profile), when they are ready to checkout, they can do so by logging into my account, selecting it, and checking out...
                      We do use that option as well but most need something more "official" like the quote with the order number on it. Really, your new quote mod would be the best solution for our customers to use online It would be a game-changer.

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