Pro forma invoicing

[mjohn]

Is this possible with actinic v7?

Thanks in advance

[Nadeem]

Hi there

I'm afraid you will not be able to do this in Actinic.

Kind Regards

[GrahamL]

I know this got a very quick and to-the-point reply last time it was raised, but has anyone got any ideas to a decent work-around?

I would like an easy way for customers that prefer to pay by cheque, to add items to the basket, then go partially through checkout, finally getting a kind of pro-forma invoice they can print out and send in along with a cheque?

(different to the 'cheque on delivery' option - or could this be adapted?!)

:confused:

[GrahamL]

still no takers?! one last try...

The option 'Credit Card Details Sent Seperately' is very similar to what would be required for a pro-forma invoice. Only instead of the customer filling in card details on the receipt that the above option produces, the customer would just send a cheque back in.

Could the wording and layout of the receipt produced, be changed anywhere, to cover both options?

Is it in one of the perl scripts or something similar? :confused:

Greatly appreciatted if someone has an idea on this one :)

[Mike Hughes]

I'm not sure what you need on your pro-forma invoice, but a few actinic users have modified the text to create a 'send cheque with order' purchase method.

See:

http://community.actinic.com/showthread.php?t=1719

Mike

[GrahamL]

Thank you Mike, that got me pointed in the right direction.

In case it helps anyone else in the future, here's what I chose to do...

1. In Business Settings | Payment & Security, I added the 'Credit card Details Sent Separately' option, and changed the text to "Cheque or Credit Card Details Sent Separately"

2. Then went to Design | Text | Goto | ID: 73 and added in some text that shows on the 'payment later' receipt to include info about paying by cheque, and who to make the cheque payable to etc.

3. Finally I just opened act_CustomerEmail.txt in notepad and added info about these alternate payment methods, and generally tidied it up to suit our site.

Ta-daaaa.... thanks to all the help from others on this forum, I now have a more than acceptable Pro-Forma invoice that suits both Credit Cards and Cheques :D