May 07, 2025
If a client needs to pay for a shipping charge or a product needs to be added to an order in SS, an invoice needs to be created in Keap.
Log into Keap
Search the clients name
Click on Orders
Click on Add Quote
Search the Product (Misc Service Charge) for shipping (or search for the product)
Click Continue
Make sure you choose Send quote and require online payment
If necessary, update the message to the client.
Click on Send