COLLECT
Learn how to generate order forms and invoices, collect payments, and manage reporting
Invoicing
- Difference between Invoicing and Invoicing+
- Start Using Invoicing on Brandboom
- Set Up Invoicing
- Add a Payment to an Invoice as Seller
- Add a Product to an Invoice
- Create and Send an Invoice
- Delete a payment or process a refund on an Invoice
- Delete an Invoice
- Edit an Invoice after payment has been applied
- Export Orders/Invoices to QuickBooks
- Invoicing FAQ
- Invoicing: Download or Print a Packing Slip
- Overview of Dashboard in Stripe Standard
- Set, Manage & Request Order Deposits
- Set Up PayPal for Invoicing
- Set Up Stripe Standard for Invoicing
- Shipment Widget
Reports
Payments on Brandboom
Orders
- Accept or Process Payments
- Delete an Order
- Edit or Revise an Order after it has been placed
- Export Orders as Files
- Future vs. At-Once
- How to leave a review for buyer + Reviews Page
- Modify Product on an Order Form
- Move Products From One Order To Another
- Order Form Functions
- Order Settings
- Order Status Labels
- Order Tags
- Reassign Order to Another Sales Agent
- Search Orders by Product
- Specify a Minimum for Ordering
- Split options/sizes/quantities into different orders
- What are Ship Date and Cancel Date for?
- Write an Order for a Buyer
- Take Over Your Buyer's Open Order
- Show most recent orders on the Home Page
- Order Sharing Settings for Outside Team Members
- Create New Order from the Home Page (Visitor's Page)
- Manage Returns and Credit Notes
- Canadian Taxes
- Copy Quantities When Ordering