Stop chasing prospects for money. Collect payments from your quotes.
In this Infusionsoft Tutorial, let's look at the whole reason you do marketing automation: making more money! Here's a cool Infusionsoft feature which enables you to collect payments from your quotes.
First you need to enable this feature by accessing the E-Commerce > Settings.
Infusionsoft Enable Payment Collection on Invoices
On the next screen select Orders then select Orders with the green border and on the right under Invoice choose Yes for "Enable payment collection on Invoices:."
Find Contact in Infusionsoft
Use the quick search tool (to be quick about it) and find the contact you wish to quote.
Select the Quotes and Orders icon (the $ sign)
In the next screen you can use the quick select icons to open the Quotes and Orders section of Infusionsoft.
Add Infusionsoft Quote
On the next screen you'll see any Recent Quotes you've made. Go ahead and select Add Quote.
Add the Products or Subscriptions to Your Infusionsoft Quote
Now you simply add the products you want to quote, edit the price to the penny—SOOOO much nicer than the limited pricing edits you can make in the Opportunity section of Infusionsoft—along with the quantity and description and select Continue.
Select Payment Options and Send Quote
On the final screen you'll see your Infusionsoft quote and can modify your:
Once everything is to your liking, just hit Send and wait for your money.
If you need additional help on how to get the most out of your Infusionsoft application feel free to see the various Infusionsoft help articles here or click the link below to contact me today.