My customers need an invoice for warranty purposes. How do I print invoices, or packing slips that are basically receipts (without CC info)?

I would like to be able to print an invoice without credit card info on it, but with my Logo and contact info on it (For the customer).

Also, I would like to be able to print just a quick simple invoice with credit card info, with shipping and billing info, and product info, without my logo or contact info (For me, so I can run the credit card info, and pull the product from my wharehouse)

There is a way to do this, but now a way to do it in batches.

There are these things called Orders>>>>Order Invoice Settings and you can turn on and turn off things in the invoice to be printed on the invoice.

The invoice can be printed for each order as you can see a button that says Print invoice and it should pop up with your logo.

Well our store is offically live! So we'll probably start doing this. Where is this 'print invoices' button you speak of Krazy? Thanks!

I printout the invoice with all the information including the credit card number. That copy is for me to process the order. When the order is complete I type in their order information into an Excel spreadsheet that creates my customer packing slips.

The way I do it is a pain in the butt. I wish had a function where there were separate settings for the invoice/packing slip so we could print them independently--one for us, one for the customer and have different information for each.

Since we haven't had a real order yet...i am just curious. Is the print invoices button in the 'orders' area i am assuming? Sorry to be so inquisitve. I am curious what it'll look like because we have to send them to our wholesalers for orders...

This might sound weird....but is there a way to print out test invoices just to see what format they will be in?

The print invoice button is in the actual order itself at the top. WHen you receive an order, you will see what I mean. It is a button and it says "Print Invoice #818".

Sounds like a plan! My credit card has been burning a hole in my pocket all morning!

Make sure you are putting your gateway on test or open up a custom payment for credit card to test or the credit card company may lock your card.

To set up your store to accept manuel credit cards do the following.

1. Click on Order Information

2. Click on Custom Payment Manager

3. At the bottom it says Add custom Payment Option

4. For payment type put: Credit card

5. For description put we accept Visa, MasterCard, and American Express

6. In the order confirmation message for starters put the following (you can go back and change it later:

Thank you [FIRSTNAME] for your order.<br>
Your order number is [ORDERNUMBER].<br>
Your order total is [TOTAL].

7. Hit the insert button

8. Now the fields will pop up below and allow you to enter text.

9. For Input name put Full Name on Card

10. For lenth keep it at 50. Sort order put 0 and for type put text. Click the required field, but DO NOT click the encrypt field. The click insert.

11. Now another blank field will pop up below. For input name put Card type. For length keep at 50. for sort order put 1. for type put Card Type for the drop down. Click insert.

12. Now another blank field will appear below. In the input field put Card Number. For length put 16. For sort order put 2. For type choose Card number from the drop down field. Click insert.

13. Then follow the same steps above for expiration date. but put length at 4 and choose MM/YY for the drop down and click insert. Make sure you are putting these as required.

14. For CVC, Make the length 4. In the Input Name put CVC ( You can add an explanation to this if you like). Put the type as text and mark required and click insert.

I hope this helps out a bit.

Good Luck.

It helps out a lot!!!! Thanks!!!!!!

At the risk of sounding like a traitor.. Yahoo actually has a pretty good setup for this. You simply select (1) packing slip (2) invoice (3) complete order. I use the packing slip view. I don't have to retype anything, download files, etc. I copy the entire packing slip into Word and add my Logo and it's done.
Takes about 30 seconds.

You can see an example here:
Packing Slip Example

Maybe something like this would work.

Order processing / printing is one area where Yahoo! Store kicks booty like it's nobody's business. We're still waiting for Charles to come through with his latest Dataport release with the built in CSV/Word mailmerge feature.

DJ

The one I'm talking about doesn't require data downloads, data porting, etc. It is free. It's a view of your order online. All three options are "view" mode: 1) complete order 2) invoice 3)packing slip.
Just cut and paste in email (html) or Word.

You know I am not sure how well mosterbooks will link into quickbooks online, but I have been using that for the last year, and if it does link in, you could do your invoicing through quickbooks, it does a very nice job of making invoices in pdf formats and emails them to your clients, or you can print them and snail mail them.

Alan

Dang. I hope not. This may be getting too expensive.

so kay,
yahoo, in this case, can be used in addtion to our MC resources?

or did i miss the mark?

What's the PDF?

when your looking at the order

Store Manager > Retrieve Orders > Orders > Order xxxx

Its on the right side of the screen, click underneath Print: Full Order, Invoice or Packing Slip

Oh, I see. You mean on Yahoo. I don't use the print option because I want to put it in a Word template. The template has my store logo, return information, address, etc.

BTW, I think I found something that will work on orders. It's the same sort of principle. Copy the email contents that you receive on order confirmation. Then, paste into Word. I can even use the same template! I love shortcuts.