Set up Invoicing
Make sure Invoicing is enabled on the Subscription page. Go to Account Settings > Order & Invoice > Invoicing Enabled On.
After that, you can set up your payment options by going to Payment (Platform).
Set up Invoicing preferences. Only paid users have access to these payment options.
Connect payment processing account (Stripe or PayPal)
Generate an Invoice from an Order, select a payment option and send it out.
How it Works
Collect your Order as usual in Brandboom
Generate an Invoice from the Order (pick which styles to add and charge for)
Send Invoice to Buyer and have them add a credit card payment
Or manually log or process a payment on your end
Updating Orders and Invoices
If you need to update an open order or invoice, especially after converting variant-based products into individual products, follow these steps:
Remove Outdated Products: Select the product line on the order and click "Remove."
Add Updated Products: Click "Add Product," search for the new product, and select it to add.
Important: Ensure you remove the old product first. If not removed, it will appear greyed out in the search results because it is still part of the order.
Managing Payments and Deposits
When dealing with invoices that have deposits or active payments, keep the following in mind:
Deleting Invoices with Active Payments: An invoice with an active payment cannot be deleted. The system will notify you of this restriction. To proceed, you must first refund the payment. Once the payment is refunded, you can delete the invoice if necessary.