On this menu tab you can easily manage your store. The digital products you sell are called ‘Downloads’ in EDD. □ Learn more about using Extensions with your PassĪfter EDD is installed on your WordPress site you’ll have this new menu item called Downloads on the left side of your WordPress dashboard. □ Click here to learn more about installing EDD or get SiteGround EDD Managed Web Hosting and let the experts handle everything for you!.To get set up to sell your digital products or services, complete with sweet invoices grab an EDD Personal Pass. Step 4: Make It Simple for Customers to See Invoices.When you install Easy Digital Downloads you’ll have a full-featured eCommerce store complete with an invoice generator that makes professional invoices automatically in the background! In This Article You won’t have to do any custom coding for this functionality! Let’s go! Simply configure a few settings and all future invoices will be automatically generated on-demand! Customers can easy view invoices for tax reporting, accounting, reimbursements or any other reason. You customers won’t even have to be logged in to their account to see invoices. Useful meaning it contains all the information they need, purchase date, price, items, and (likely) your address and contact info for their records.Attractive because that makes the customer feel good about their recent purchase and demonstrates the professionalism and reliability of your brand.Automatically generated so you or your support team don’t waste time making a new invoice each time someone needs one.It’s best when invoices are automatically generated, attractive, and useful. In this article we’ll show you how to make custom invoices for PDF or print on a WordPress-based online store. When your online store is easy to use –before, during, and after– purchase you’re setting yourself up for happy repeat customers. Then you can make any necessary changes and send it off to your client.Are you selling digital products or services? Make it easy for your customers access their invoices (receipts) after buying something on your site. Choose their last invoice under the Manage Invoices tab. If you are sending a follow up invoice for a client or maybe you’re sending them a similar invoice on a regular basis, you can just copy the last invoice. You can also click “Save Draft” if you just want to save it for later. If it looks good, you can click “Send” to send it to the customer. (You can also fill out the invoice number but if you don’t it will prepopulate with the next chronological number in the series.)Ĭlick “Preview” to take a peek at it when you’re done. You can choose one of the templates you’ve created from there.įill out the rest of the fields, including the customer email address, the description, and the prices. At the top of the screen, you’ll see My Templates and a drop down menu next to it. When you’re ready to send that first invoice, click “Create Invoice” from the top menu. And when you like what you see, click “Save Template.” Sending a Custom Invoice When you’re done, click “Preview” to see the invoice as it will go out to your customer. You can also include payment instructions or warnings about late fees. Include a thank you note if you feel it to be appropriate. Your invoice template can be as specific or open as you’d like it to be. You may even have a need for all three options, depending on your business. That’s going to vary depending on whether you want to bill by hours, items, or a blank amount. Click “Create a New Template.” Here’s where you have the option to choose your invoice style. Click “Template” under the Settings drop down menu. Now it’s time to make your template that you’re going to use for your custom invoices. Just fill out the information you want to appear on your invoices and click “Save.” Making a Template You have a lot of options there, from your business logo and name to your business hours or your tax ID number. Under the Tools drop down menu, click “Invoicing.” Click “Business Information” under the Settings drop down menu. And all you have to do is set up your business information and make a template. You’ll have consistent branding as well as options to add important information for your customers. It doesn’t take much more time but it adds so much more flair to the invoicing process. But if you’re still clicking the “request money” link when it’s time to get paid, your business may need an upgrade.Ĭustom invoices is a feature that PayPal offers business accounts that want more professional options. And it’s dead simple to do a lot of things. With easy-to-use tools, it’s no brainer for entrepreneurs and customers looking to exchange money and goods.
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