​​​​​​Log into Keap

Search the client by name, email or phone number​​​​​​​

Click on Orders

Click on Add Quote

Enter in the product(s) that the client is requesting.

Remember to add the shipping cost.

PLEASE NOTE:  If the Shipping Cost is not added, the order will NOT synch to ShipStation.

Click Place Order

The screen will take you back to where you will need to pay for the invoice you just created

Click on Add Payment

Choose today's date

Select Credit Card (charge now) under the Payment Type Dropdown menu

Select the Credit Card number from the Credit Card Dropdown menu

Click on Apply Payment

If the payment processes correctly, you will see a green bar pop up on the top of your screen.  

If the payment did not process correctly, you will see a red bar pop up on the top of your screen.