PROCESS: Record cash payment by PP/bank transfer in Infusionsoft (after Qoin’s paid)
Overview:
· Convert the AUD amount paid by the customer by cash to USD
· Add new order to customer’s account in infusionsoft
· Click ‘Add Order Item’ and choose the correct product
· Input the correct product amount to the amount of the cash paid
· Uncheck the ‘Email the invoice to the customer upon successful payment’, click save
· Add payment to the order with the USD amount converted from AUD
· Select PayPal/Bank Transfer in the dropdown of the ‘Payment Type’
· Change the date of when the payment was made, if not current date
We do not set up the account or do anything until we have an agreement to the t and c, until we have that they can easily get a refund. with the t and cs agreed to it is harder, and they realise they have agreed. So NO access, tags anything until a customer agrees. So if they pay in full any other way, we simply create a product with a discount code and link it to the campaign, so they register as normal and we don't need to do anything until they have agreed, and once they agree, then everything should just go through normally, and the only thing you need to do is adjust the amount in their account to show when/how they paid.
Steps:
1. Go to www.fxtop.com to convert the AUD amount paid by the customer by cash USD
For example, in the ‘Qoin Inquiry Tracker’ the lower amount in the ‘Retreat’ column is the AUD amount
Then go to www.fxtop.com and put in the AUD amount, and then press click here and it will calculate into USD then process that manually in their account
2. Search customer’s account in Infusionsoft using email (as it’s most likely easier to find using that) then click contact’s name to view their account
3. Scroll down to the ‘Orders’ tab and click to start manually recording the order
4. Click the ‘Add Order’ button on the right
5. Select ‘Online’ as the ‘Order Type’ as the payment was paid online (for PP) or ‘Offline’ if paid by bank transfer
6. Put in the ‘Order Notes’ that it’s paid by PP/bank transfer
7. Scroll down and click the blue ‘Save’ button
8. Click ‘Add Order Item’ button to add the name of the product the PP payment was for
9. Type in the name of the product in the ‘Product Name’ field
10. Change the price to the amount that the customer had to pay by cash but use the converted amount from fxtop.com
11. Click the blue ‘Save’ button
12. Uncheck the ‘Email the invoice to the customer upon successful payment’
IMPORTANT: As this payment was already made by PP/bank transfer which they already get a receipt of, so there’s no need to give them an invoice of this transaction so as not to confuse them—this record is purely for Sandy to see all of the cash payments
13. Click the blue ‘Save’ button
14. Add payment to the order by clicking the ‘Add Payment’ button
15. Choose the date of when the cash was paid (if not current date)
• The date can still be found in the Qoin Sales & Enquiry Tracker’* so make sure to check
16. Select the correct ‘Payment Type’
Choose ‘PayPal’ if cash was paid by PayPal OR ‘Bank Transfer’ if made by bank transfer
17. Click the blue ‘Apply Payment’ button
18. Rename the order so that it’s clear in the report what the payment was for
19. Change ‘Order Date’ to when the payment was made (if payment was made at a back date
• This is changed at this point because the date resets to the current date when the order was manually created
20. Click the blue ‘Save’ button at the bottom of the page
* File name: Qoin Sales & Enquiry Tracker
Dropbox Folder Location: 2022 Virtual Assistant Team > MARKETING > Qoin
Process document in DB: click here
Dropbox Folder Location: 2022 Virtual Assistant Team > ADMIN > Wiki
File name: PROCESS_Record PP or BT payment in IFS
Video of process: click here
Dropbox Folder LocationFolder: 2022 Virtual Assistant Team > ADMIN > Wiki
File name: PROCESS_Record PP or BT payment in IFS
* Note that step #20 from above was not recorded