HOW TO SEND A QUOTE INSTEAD OF AN API ORDER

Procedure / Policy Overview

Accurately send a quote instead of an API order for clients new clients who want to see a quote or for any client order if you cannot create the order in clear connection for that client or for manually charging coaching fees

1. Navigate and log into InfusionSoft

2. Navigate to the search bar (upper right hand corner) and search client name

3. Navigate to the Orders tab

4. Choose the ADD QUOTE blue button

5. Add products to the quote

6. No shipping added if sending as a quote only - not intended to be paid. 

7. Add shipping if sending as an invoice to be paid

   1. Click on the shipping price

   2. Choose USPS priority (top option)

8. If emailing to the client to view as a quote or to pay as an invoice - click the Continue button (bottom right)

   1. Choose the option - Send Quote and Require Online Payment

9. If auto-charging the quote for a client - click the Place Order button (bottom right)

   1. Scroll down to - Add Payment