Order Types in Infusionsoft
Orders are placed throughout our technology stack, depending on customers' type and program status, in different ways. A WooCommerce Order is an order that originated from the naturalacneclinic.com shop. Order from Quote is an order that was processed manually through Infusionsoft. API Custom Order i…
SOP-V-2010 View a Client's Past Orders
View a Client's Past Orders Procedure / Policy Overview View a client's past invoices to check the last time they purchased active products and to help determine when new active products need to be re-ordered. Task - View a Client's Past Orders * Navigate and log in to InfusionSoft * Search the client you are…
Order Without Shipping Cost and Using Store Credit
If somebody forgets to add the shipping and created a new order for Misc, It is not able to synch these two orders. For now, there is no way to sync this automatically because the shipping item and actual product items are separated between 2 orders. Customer Service and/or Shipping Clerk is responsible for co…
