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

• Generate Order Reports

Payments on Brandboom

• Payments on Brandboom
• How to Use Slope Net 60 on Brandboom?
• How do I receive Payments on Brandboom?
• What is Slope Net 60? (For Sellers)
• Slope Net 60 FAQ
• Returns and Refunds for 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