2 Replies Latest reply: Oct 23, 2014 10:38 PM by E2EChris

Looking for something similar to WP-Invoice in Business Catalyst

E2EChris Oct 22, 2014 9:10 PM

Hi all,

Looking for something to do custom invoices on in BC similar to WP-Invoice - https://www.usabilitydynamics.com/products/wp-invoice/

The workflow I would like is:

receive a form with information from a customer
have that information partially populate a quote/invoice
complete the rest of the quote/invoice myself (set the cost etc.)
send the quote/invoice to my client with a unique link
the unique link will direct the client to a page which they can pay the invoice

WP-Invoice is very similar, but I have not found something equivalent for business catalyst. I'd love to hear your feedback and thoughts!

Cheers

Chris

1. Re: Looking for something similar to WP-Invoice in Business Catalyst

Liam Dilley Oct 22, 2014 10:51 PM (in response to E2EChris)

Hi Chris, with the eCommerce package you have quotes and orders.
You can have a form that forms a quote or a shopping cart experience to create a quote which generates an order.
You can edit that and generate an invoice from that or direct a person to a form with orderid to pay for that order etc.
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2. Re: Looking for something similar to WP-Invoice in Business Catalyst

E2EChris Oct 23, 2014 10:38 PM (in response to Liam Dilley)

Thanks for that Liam, starting to make sense!
How would I go about adding the orderid to a form? Do you know if there is a tutorial around that covers this?
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