Event sponsorship sales - proforma invoices
Follow the steps below to send a customer a proforma invoice. The proforma invoice will generate an email with a link for customer to use to make their payment.
Reference video: https://www.screencast.com/t/vAV8WeuxM
Step-by-step guide
- Log into Fonteva.
- Search for customer name in the global search bar at the top of the page.
- Select the customer name in the list of contacts that are displayed.
- From the contact record, click the drop-down arrow in the far right-hand corner and select 'Rapid Order Entry'.
- It may take a minute for the screen to fully render the available fields. The customer field will be filled in with the contact's name.
- Click in the 'Item Quick Add' field.
- Type in the item you are looking for. Example: Gold package - WLS 2022
- Click the item you want to select for payment.
- Click the 'Add to order' button.
- Click the down arrow to expand the item that was added to the order.
- You will see a quantity and price field.
- Click 'Override' next to the price field and enter the amount to be charged to customer.
- After entering in the payment amount, click outside of the amount field. This will update the total from 'free' to the amount you just entered.
- Follow steps 6-13 to add additional items.
- Once all items have been added, click the down arrow next to Process Payment box and select Proforma invoice'.
- Click the 'Go' button.
- On the next screen, change the business group name to 'eCommerce'.
- Confirm the email address is correct.
- Enter subject on the subject line.
- Enter message in the body of the message.
- There will be a link in the body of the message automatically that the customer will use to make their payment online.
- Click 'Send' button.
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