How do you view your email list? Do you see them just as a number or a group of hopefuls that you “hope” will take action?
You should view them as customers waiting outside the door to your virtual store, wanting to be given reason to visit and buy from you.
Email marketing is one of the highest return on investment styles of engagement, but in order to obtain any sales from your list, you have to work it. To achieve this, you need to nurture your buyers.
What does nurture mean?
In this instance, nurturing means that you’ll take steps towards encouraging your list to take action. That means not every email you send to your list is a sales communication. It means you are talking to them as you would a good friend. And, it means educating them, one step at a time, to getting them in the door to buy from you.
Email nurturing is a process of communicating with people who have shown some level of interest in what you have to offer. They have come to your site or signed up for emails through your social media. They are not ready to buy, but they want more information or at least to remain in the loop. Why should you nurture them?
Nurturing and communicating with your list turns interested people into buyers. It is not something to put off, but sometime to be aggressive about on a regular basis. Are you interacting enough with your buyers?
Infusionsoft payment plans are great, using them means we can have an invoice go out for an entire series of payments instead of 1 invoice per payment like a subscription does.
Its a little annoying however when we are trying to separate payment plans in the campaign builder, Infusionsoft doesn't let us.
Easy solution we use a separate product for the payment plan. Problem there is on the order form there is still that original pay in full price as an option.
Simple solution, use the below code to sort it out!
- Hi, folks! Jason Buckner here from Automation Made Easy. Today I want to talk to you about payment plans and we've been through before in another video how to set up a payment plan in your business and the difference between payment plans and subscriptions. But what I want to discuss with you today is a payment plan and how we can have just a payment plan on an order form. See what happens is when we attach a payment plan to our product, it comes up with both the original product and the payment plan and sometimes we don't want that. Maybe a scenario where we want to create some automation around purchase of a particular product and if we use a payment plan on a product, whether it's the payment plan or whether it's the pay in full version of the product, it will flag the automation. So generally what we have to do is have two different versions, one for the product to pay in full and then one for the product on payment plan, and have two different products so that then we can create some different automation on a payment plan. And, for example, that might be, we might send a specific email to someone who is on a payment plan to get them to try and pay in full, or something along the lines of that. We use payment plans, just a little quick recap, we would use a payment plan rather than a subscription, if we want it to be one complete purchase. So let's say we have seven installments of $100 or something like that, $700. In a payment plan the invoice goes out for the whole $700 and the payments get listed off that invoice, whereas a subscription, it's seven separate invoices that go through. So it's just the difference in there. Let's dive into Infusionsoft and see how we can automate around just the payment plan on one of the order forms or just the individual product on one of the order forms. Let's go and have a look. So when we're inside a campaign inside Infusionsoft, we've got this campaign goal which is the product purchase campaign goal. Now, when we choose a product inside here and I'm just going to choose a specific product purchase. If I go in here and type in the affiliate mastery, Automation Made Easy Affiliate Mastery Style, you can see I can choose the 997 in here, and I'll choose that product. But I can't choose if that is a payment plan or if that is a pay in full purchase. So we'll just go back into there again. I can't choose one or the other and I'm lucky enough to have actually set up two products. One of them is going to be the $997 pay in full purchase, and then the other one, and this will be for the pay in full, and the other one will be for the installment purchase, or the payment plan purchase. Now, if I had a subscription I could choose between the subscription purchase and the pay in full purchase, but we can't do that when it's a payment plan. So in the payment plan purchase what I have to do is I have to set up a specific product that is the payment plan. And if we have a look here at this particular product, the 4 x 297, that's the one that I want to deal with here. So 4 x 297 in there, and this was the 997 payment in full here. Now, the reason why we might want to separate these is in our sequences we might have an email in here specific, email and bonuses specific to payment in full. And then of course in, I'm just gonna hit Ctrl and drag that down, and then we might have some email and bonuses that are specific to the payment plan. We have to keep them separate of course so that we can determine between the two different products, the way they're coming into our campaign, so that we can make sure that only the pay in full ones get this sequence and only the payment plan ones get this sequence. If it was a subscription then we can separate them but we can't separate them for a payment plan. Now, if we go through to the order form for this particular product, have a look at that here, this is the product here. If we go through to that order form, you can see here on this order form that single payment of 1,188, actually I don't want to show that because this is a product that I've set up specifically to run through for this pricing that has some interest for the payment plan. All I want to show is just these four payments of $297. I don't want them to see this whatsoever. So all I want them to do is see this. So what I'm going to do is I'll show you some code. There's some code here and that will be represented below the video as well in case you need to use that, and we're going to use this code for the two-step order form. We're going to copy this code here, and all we need to do is take that code and put it into our order form and there's a couple of things we need to do. I just want to draw your attention, it's very small text, I do apologize here. We'll zoom in on the recording so you can have a look at that. I just want to draw your attention to this section right here, var b_plan = 11. We have to get that number. It's not actually 11. We have to go and find that number in the code of the order form and put it into the script for this to work. So let's go and do that first, and then we'll put it into the order form, and then we'll remove that single payment. So what we're going to do is go to, I'll just move that over here, I'm just going to go in here and go to View Page Source. You right-click View Page Source. Now, in the code section you can see down here it says "Search on payPlanId value" with all of that information. So you can just copy that and then change the 11 above to the value basically is what we need to do. So, in here we go, I command F or Ctrl F and we paste that into there. And you can see there, it's come up, this is the value zero, that's not the one we're looking for. It's this one here "payPlanId value = 3" in this circumstance. The zero one is for the original. So we're going to use three. So what we do is we go to our code in here and we change the 11 to the value. The value is three. So I'm going to go up here to the 11 and I'm going to change that to a three. And then we grab this script and we copy all of that, and then we go back to our order form. So, in our order form we go into our HTML areas and in the top here we just paste in the code that I've just given you there and it appears below the video, and we click on Save. So now what happens, if I go to the links here and we click through to that link, that's just going to refresh for me there. So now what happens, it's basically pre-selected and only showing the payment plan on this particular order because we only want them to go through as a payment plan. And the reason why we want to do that is in our campaign, oops, back to the right one, because we might have some specific information about the payment plan that we want to send to the customers or remove some specific information because the people that pay in full get a bonus that the people that are on the payment plan do not. Now, of course if we were doing it in one product and we add a payment plan to that product, we can absolutely add a payment plan to the original product, but then we can't separate it out in the campaign. So what this means is we can separate out the payment plan to a different product in the campaign and on our order form we can pre-select and only show just the payment plan with the code that appears below this video. Thank you and we'll see you next week!
After last weeks video, I have had so many question on how we can monitor subscriptions when cards are about to expire.
See, Infusionsoft does nothing, tells you nothing about expiring cards, they don't even get tried and come through as a declined orders or purchase..
They just disappear, and the subscription is never charged again….
Which means potential losses for you if you are using a subscription based model.
There is an easy fix though, very similar to how we deal with declining orders.
Watch the short video, to see how simple it is.
Hey folks. Jason Buckner here from Automation Made Easy.
This week, or in the last week since week's video, I've had so many questions emailed through to me about how to follow the same procedure if someone's credit card is going to decline and how we can avoid having declining card and payments just automatically not going through.
So I've decided to put together a video for you this week, a short video, following a similar sort of process to last week on how we can automate the process around declining credit cards... Sorry, not around declining, around... Last week was declining, around expiring credit cards that are due in a subscription so that we can automatically have those credit cards updated into the system and make sure that payments continue going through so our customers can enjoy continual membership or continuance of whatever the product or services that you're giving them so that it make it easy for you and easy for the customers to continue receiving good quality from you.
Let's go and have a look inside Infusionsoft. So what we're going to do is go back into e-commerce and then settings.
It's funny to think that software as advanced as Infusionsoft doesn't give us the option to automatically have those in without having to set them up but what it does mean is we can be very specific with the communications that we want to set up for people. And you can see I've actually got some of these set up in here already but we're going to go through the process. So what we're going to do now... This is for a credit card that's about to expire and it's included in a subscription or a payment plan or something like that.
If we click on choose trigger type, when a credit card is going to expire. We're gonna add that trigger. And this trigger is going to be basically when the credit card is any type and the card expires in, let's go for 30 days first. Includes cards that are not set to billed in the future. So we don't want to include cards that are not set for billing in the future.
We just want cards that are set for billing in the future so we leave that as no. And then in here, we're going to add an action and of course, that's apply and remove a tag. This tag, we're going to call... Click on create a new tag. This is... Expires on CC. Expires 30 days. I'm just gonna put in here video so I know it's for the video. Put in there, that could go into billing or a campaign trigger. And then we click on, create this tag. And then we click on save. So what's basically going to happen and then click on, save trigger. So when a credit card is about to expire, within 30 days, we're going to give it the tag, Credit Card Expires in 30 Days - Video. Then we click on save.
Then we're going to do the same thing for 14 days, like two weeks before it's going to expire so when a credit card is going to expire, we're going to add a trigger in here which will be any type of credit card. And the card expires, in this time, 14 days. So in two weeks. We leave that as no and we'll add an action in here; apply/remove tag and that tag is going to be called, CC Expires... Oops, expire, can't spell, 14. And so that will go into our campaign trigger as well and then actually, let's call that 14 - video just for my purposes so I know this tag can go after the video and then we click on create tag. Okay? That has... Then we save that tag. And that is save that tag and then that's what's going to happen and then we save the trigger.
So basically, what we've done is set up two triggers. One at 30 days, one at 14 days. And you might just had to do one at 14 days and one at seven days for the billing automation in there. Then one final one is when the credit card is expired and is live on a purchase at zero days then when it's actually expired and that means a payment won't go through, then we're going to create a tag for CC Expired and then Video and we'll put that into a campaign trigger as well and we'll create this tag. And then we'll save this tag and then we'll save the trigger. So we've set up those three triggers. The first one is at 30 days. The second one is at 14 days before a purchase is ready or before a credit card is going to expire. So 30 days before the credit card's going to expire, 14 days before it's going to expire and then zero days, so when it's expired. And then, just like we did last week, we can set up a campaign and put all of that together. So, I've in fact, created... I've actually duplicated that campaign from last week. You'll remember this structure and I've changed the tag in here. So first, it's going to be on 30 days. So you're gonna take out that first failure and put in 30 days, credit card expires in 30 days. And then 14 days, of course I'm gonna take out that second failure and put 14 days in there. And then, when it's expired, I'm going to take out that final failure and it's a similar sort of process. Campaign expired. Credit card expired, completely expired. So in here, of course, we're going to remove that tag again. So we're going to remove the 30 days. And then we do our email.
Now, what's really cool in here is the same order form, the update credit card order form that we used last week for updating a credit card for recurring billing, a declined a bill or declined payment; we can use that exact same order form to update the credit card for the declined one. So we do exactly the same thing. Hi, your credit card on file for your subscription is about to expire in 30 days. To ensure continuity of service, please update your credit card by clicking here and enter your new card details. Okay, that's easy. So we choose the order form and that was the order form, credit card update for the video and we insert that in. That's ready to go. So that's that first step in the process. We mark this sequence as ready and then we go back out one level. In here, same thing. We remove the 14 day tag so that if there's another purchase and another 14-day expiry on another credit card, they'd still run back through the process. By removing that tag, it means they'll start again next time it gets applied.
Same thing in here, credit card is about to expire in 14 days. Please update your credit card by clicking here, and enter in your new card details. All pretty simple, we go to that order form that we created and that's credit card update video. If you're unsure about that order form, just go back to last week's video and it's absolutely in there as well. Draft ready. Draft ready. And then remove tag and task to call. Again, we're going to remove that expired tag. Credit card expired. And then we create a task in here. Credit card is expired. Please call customer and et cetera, et cetera. What we might do as well is we might apply a tag that stops the program. We might do something to stop the program delivery or stop the service-delivery of something like that while the credit card is expired and then restarted again later or things you can think about inside there. But of course, you can update that task and go through that process and then, exactly the same as last week, if someone clicks on the link in the email in either of these two and fills in their credit card details, it's exactly the same. Credit card update video, that's the product that they fill their credit card details into. And then we have a task in here, which is the task to update and same thing, you can go through that whole process instead of... it's credit card update. New card in for, it's exactly the same process actually except here, instead of recent declined or soon to be, soon to be expired card. Put the details in there so we know what we're dealing with. We mark it as ready, et cetera, et cetera. We mark this as ready and then the task complete is of course, the one inside there. And then the one inside here. And so we publish that and then we're good to go. So we must publish the campaign so the actions to take place but basically, what I've shown you how to do is how to set up the card's going to expire in 30 days sequence, card's going to expire in 14 days sequence and then the card is expired and a task to call so that none of those purchases flowing through your Infusionsoft account on subscriptions are falling through the gaps if the credit card is going to expire, which means you're going to get more customers staying happy, more customers staying within your program or service-delivery and then more profit for your business as well.
Thanks guys. See you next week.
Are you struggling knowing how to follow up with your declining payments in Infusionsoft?
Are you having declining payments slip though the gap and not follow up with them?
Follow the steps in this video to never miss a declined subscription payment and maximise your sales.
Hey, folks! Jason Buckner here from Automation Made Easy.
Today, I want to talk to you about recurring billing and how we can automate some processes around recurring billing.
See, the problem that a lot of my customers have with infusionsoft often recurring billing is there's no automatic automation when a payment goes through, number one, but there's also no automatic automation when a payment gets declined or no automatic notification, I mean, when a payment gets declined for an Infusionsoft payment that goes through.
So, today I want to have a look at how we can automate some notifications and even some emails that go out depending on the product that is purchased and what we want to do as a result of that.
So, let's dive in to Infusionsoft and have a look at how we can automate some recurring billing notifications when someone declines their payment.
Okay, there's a few steps of what we're going to do inside Infusionsoft before we get to the billing automation. So, what we're trying to do, basically, is automate around a credit card failing inside Infusionsoft and then what we can do to fix that.
So, what I would do first is I would set up an order form and a product for a credit card update. We'd set up a zero dollar product so that we can get a credit card updated into our system and then we create some systems around that.
So, first, let's go to "Products". Now "E-Commerce Setup". And I'm going to add a product, credit card update in here. And I'm just going to call this the one for the video so that I know this is not my live one, this is the one that we're using for the recording "Credit Card Update" video. Okay? And so, we're just going to leave the price of this product at zero dollars and that's all we have to do inside there at this point in time.
So now what we're going to do is back to E-Commerce Setup and we're going to setup an order form for the credit card update. So, we're going to go to "Order Forms" over here on the right and in here we'll create a new one which is called "credit" and I'm going to put in there for the video as well just so that I know this is not my live one.
Now, in our credit card update, we're going to put in here "Credit Card Update" and I'll choose the video one and then we click on "Add Product". Now, of course the zero dollar credit card update product has been added to our order form now and so we can, you know, setup thank you pages and do all of that sort of stuff just like we do in any product process and we can shrink down that logo of course so that our thank you page is sufficiently shrunk and then in there we can say "Thanks-contact first name we will update your credit card shortly. We will update." So basically, and then we'll save that. So, what we're doing here is we're setting up a product and an order form which is at zero dollars so that our customer can go in and update their credit card detail.
Say their payment declines and they want to put it through on a new card then we update their credit card details so that we can then allocate that to the particular product and the payment. So we've got our link here and I'm just going to copy that link for future. Actually, we'll just copy it this way for now and we'll copy that for the future. So that's step number one, setup that zero dollar order and, of course, in the same process we're about to do for updating a declined credit card we can use this same process for a credit card that's about to expire as well.
Let's have a look at the declined credit card process first. So, we go to "E-Commerce" and then we go to "Settings" down here. And then in the settings, we're going to go to "Billing Automation". And so, in our "Billing Automation" we're going to go here to the triggers and the first trigger is going to be when a credit card order charge attempt is made, okay? So when an attempt is made, we're going to add a trigger. Now, over here we've got all of our products and we can scroll through here and choose the product that we want to have it on within this. So, there's either, you now there's, this is a pay in full product so I don't want that one. What I actually want is a, where a subscription product, in this case, this goes every thirty days for 360 days for a year. So that's the one I want, this particular product.
Now of course, if you, I use this particular product and be product specific when I set these automations up so I can be quite specific in the email that goes out to my customer and that'll make sense in just a moment. But, you can do this for all of your products if you want to do if an order charge decline payment went through but I do it specific for each product. So in here we'll apply and remove a tag basically to start a mini campaign and this tag is going to be called "First Decline" and of course I'm going to call it video so I know that this is my explanation tag and then I'm going to put it into campaign trigger and then I'm going to create this tag. And then I'm going to save this and so, then I'm going to, we've got to, we apply a tag that's the action that we want to have here and then I save the trigger. And so basically this is, this is just at this one up here when an order charge fails for the invoice contains automation made easy test subs that particular product, on the first failure, it'll apply that tag. Now, of course, what we're going to do is exactly the same thing for the second failure and the third failure.
Now, Infusionsoft is automatically setup to charge someone's credit card three times. And so, what we're going to do is, and it's three times every second day basically, until the payment goes through or we get to the three times. So I like to add a trigger for each of these three items. It'll all start tying in shortly so on the second failure, if it fails on the second failure and it's on that product again we're going to add another tag which is going to be create a new tag in here, second. And I'll put that into my campaign trigger in there and I'll create that tag and then I'll save that. Okay, and I'll save this trigger. And then third trigger, when a credit card order charge attempt is made we go into failure number three, which is actually the last failure because we've only set it up to have three attempts inside my account, so it will be the last failure. The maximum retry is reached and, again, we choose that product over here and we add an action. And then down here we'll create a new tag and that will be "Final Failure". Put that into Campaign Trigger, you might even put that into a Billing category so that you know that all of those tags are for billing. Then we save that in there, and then we save the trigger down the bottom here, as well.
So I've got three triggers setup now for this, for this one. So when an order charge fails and the invoice contains on the first failure, the second failure, and the last failure. Now we'll go into a campaign and we'll have a look at what we can do inside those campaigns.
So this is for Automation Made Easy on the monthly recurring. So we'll create a new campaign. So now each of those tags that we create "Billing Automation, automation made easy" and I'll put in there "Video" so that I know it's for the video. And this will be our test campaign, I'll put that in. You wouldn't put it in test, of course, you would put it in a billing or and admin campaign. So, first goal is going to be first failure. And the second goal is going to be second failure. And the third goal is going to be final failure. So what we're going to do in here is put in that first failure. First failure and save that one. And then the second one we're going to do is put in here second failure and save that one. And then the final one, so we're just allocating those tags to the goal here is final failure. Okay, and then we'll save that one. So then we have a sequence in here and inside the sequence is going to be remove tag and then send email. And so, basically, we're going to remove that first failure tag. Remove that one, first, because, the reason why we remove that tag is because we want to make sure that if someone has another failure, another first failure later, in their payment process that they come back into this campaign. So we'll remove that tag and then we'll send an email straight away. Then that will be declined and inside here, of course you'll go through the usual email setup process and that will be, you know, using one of your emails. If you've got a template, use one of those. You'll, you know, choose who this goes from, I send it from my admin team and you'll enter a subject, "Declined Payment". So forth and so on, "Hi, contact first. Hi, Jason. Your payment is declined. Please click on the link below. Your payment has declined for XYZ product." Now, of course, if we did this for any of the products that are declined, we could have this just "Your payment has declined for a recent recurring payment purchase. Please click on the link below." You know, but I like to be quite specific about the product. So, "Your payment has declined for XYZ product. Please. Please click". Well let's, "Please update your", "Please check with your bank and update your account for the next autocharge attempt that will go through in two days. Alternatively, should you wish to update your credit card, please click here and enter, and enter your new card details." and you sign off as you normally do. So the "click here" is the important part. What we're going to do here is we're going to go to our merge, sorry we're going to go to our link up here and we're going to choose an order form and we're going to choose the credit card update order form that we've just created and insert that.
So basically what's going to happen is the customer's going to click there and update their credit card details. And if they update their credit card details then we have to assign that to the particular product so let's finish off that process. Now we have this email marked as ready. Decline payment, and you might have another follow-up for the decline payment inside here as well, but I wouldn't at this point in time, and I'll explain why. So basically we'll do exactly the same in here. So I've just held down control and clicked and dragged to copy that email across. We'll remove the second failure, video inside the second failure tag inside here and we'll have a declined payment email. This is the second time your payment has declined for XYZ product". So forth and so on, "Please click here" etcetera, etcetera, okay? And so we mark that as ready. And so what we do here is we bring in our purchase goal, our product purchase goal. And this is basically the credit card update. So, with either of these campaigns, if the customer fills out the credit card update it's considered a purchase but it's actually zero dollars so we're just getting their updated credit card details. If they fill out, for a product, for a specific product purchase, then that's going to be credit, credit card update, in this case, for the video for this purpose, for this training purpose. So when they've purchased that or when they fill in the credit card details then what we're going to do is we're going to task to update. And inside here, what we're going to do is have a task immediately for a member of your crew and that's going to be a task, that tag gets notified to people to say "Please update the credit card details". So what I'm going to do here is I'm going to update here and I'm going to "credit card update: new card in." So in here I'm going to have a message for Kristie, "Please update the customer's name. First name, last name," whoops,"last name, recent declined purchase with new credit card details. CC details have been updated via the form. The order form. Allocate the new CC details to the current subscription." There we go, and so we have that sitting there and we'll assign this to Kristie, my assistant, at this point in time and we'll mark this as critical and we'll notify Kristie inside there, as well, so that Kristie can be automatically notified to go in and update their credit card details. So she'll go into the subscription and she'll find the new credit card details and she'll assign that to the subscription and then that's all done, nothing else to do.
And so we might have a task completed goal over here to make sure that the declined customers no longer sit in that campaign. Now the final failure, we'll do something slightly different and that would be in, and here this would be a task to call rather than, you know putting or remove tag and then do a task to call.
Rather than sending an email in this part of the process we would just setup a task, like we did over here and we'll setup a task to quick call that customer and get onto them straight away so that we can make sure that their payment gets updated and they continue to enjoy the longevity of the program or the continuance of the program.
So, that's what we need to do for our billing automation so that we can be aware of what's going on. And you might actually like to, in the first failure, create a task for yourself so you can followup straight away via telephone. That's also okay. Whatever you choose to do in the campaign you choose to do. But what we would do inside here is, you know, we'll remove that tag, once again, for the final failure. And then we would create the task just like we created the other task. You can go through that process and then, you know, we would have our task completed goal to move that contact out of that campaign once it's sorted and then publish, so forth and so on.
So that's applying those tags from billing automation and through into the campaign.
Do you struggle every month with invoicing your clients, and waiting on their payment, managing the process can take much time out of your business….
Plus what happens when they don’t pay, and you have already done so much work for them?
The answer of course is getting them onto regular recurring credit card payments. It makes it easy for your business, but more importantly easy for your customer as well.
It means you can concentrate on delivering a great service, instead of worrying about payment issues.
The biggest question I get asked here however, is if I'm not sending my invoice from Xero, how do i get the invoices out to the customer?…
Its a great questions and once you get them onto recurring charges, here's some tips on getting the invoices out, so you don't have to worry about any of the process, it happens automatically!
Hey folks! Jason Buckner here from Automation Made Easy.
Today, I wanna talk to you about the way you process your payments and how we get invoices out to our customers. See, I find a lot of my customers are using Xero to send out their invoices, instead of sending them out from inside Infusionsoft and managing payments from inside Infusionsoft.
See, what happens is if you send an invoice out from Xero, someone has to pay that invoice, whether it be by bank transfer or by credit card or, however that's set up. And then that invoice payment has to be recorded, and then that customer has to have their product delivered to them, or their service delivered to them.
And there's quite a few steps in the process that are manual there. What it also relies on there is for your customer to be always managing the payment process. Invoice comes through, we have to pay it.
Especially in scenarios where we're doing, you know, regular recurring invoices for customers every single month. Makes much more sense to get our customer set up onto automatic payments, rather than regular recurring invoices. That way, the payment goes through automatically on our customer's credit card, and that then also means that an invoice can be sent automatically from inside Infusionsoft.
So let me show you now, just the way we set that up in Infusionsoft, so that the invoices will go out automatically when someone pays an invoice. Thus, you know when someone purchases something inside Infusionsoft, and that payment goes through, we can also automatically deliver the service or deliver the product for them as well.
So, let's take a look. Remember, what we're trying to achieve here is to firstly, make it easy for our customers.
You know, a customer every month, if you've got a regularly recurring payment, or even if it's a single payment; if a customer, every month, has to do a bank transfer based on an invoice sent out from Xero, or if a customer has to do, you know, a credit card payment on every invoice that's sent out from Xero, it makes it a little bit, you know, time consuming for the customer.
It also gives reason for error, you know, reason for delay, and we don't want that in our business. We don't want to be, you know, stopping our customers from receiving their product or service as a result of them not being able to get the payment done in time.
We wanna try and automate it for our customers, as well as automate it within our business so that it's easy from both sides.
So, the simple things we need to do is just go over to E-Commerce setup over here, and click down here on settings. Now, we click down to orders here on the left hand side, and we're going to just manage some settings inside here.
So we're going to scroll down, and we're going to scroll down to this section down here where it says Email receipts/invoices upon successful payment, and we're going to select that as Yes in here. Now in your version of Infusionsoft, there might be email receipts option, and then also an email invoices option.
We want to select the email invoices option, upon successful payment. Then what we're going to do is click over here to Quotes and Invoices. And we're going to actually set up the invoice. So the first thing we do is we select No here.
So we automatically send out an invoice when payment is collected. Then what we need to do is enter our ABN details and, you know, put a label in for our GST; all of that sort of stuff. And I've got some invoice templates set up in here, but I wanna show you how to set up a template so that it's satisfactory for your business.
So what we're going to do from here is we're going to click on Add button here for invoice Default Order Invoice Template. So we click on Add, and we get this little pop up come up. So we'll just enlarge this up so we can see what we're doing. Now this will be... We put in the name for the invoice template that we're sending out. And this can be public. Now of course here it says Infusionsoft recommends using a private business domain to avoid email deliverability issues. So don't use your gmail address or anything like that to send. And you can just choose the person inside here, from users within your account to send the email from.
Now I'm choosing myself but I may, you know, choose my admin email to send that from; and that's where you would select that. In here, Your tax invoice. Now, so, invoices get automatically sent out in an email.
So what we're actually doing here is we're editing the email; we're creating an invoice email template that goes out. So we can see down the bottom here, this is what it looks like at the moment. And there's a couple of things missing from here. One of them is making this GST compliant, which is inclusive of GST. I'll show you how to fix that just so that goes into our invoice. So what we're gonna do is click on Edit Email Body, and scroll down, and we get to the edit section down the bottom here in this builder. So this is the bit where we do all the work, basically. Now, so this is just, you know, our builder in here. And what I like to do is I click in here, and I go in, Total includes 10% GST, okay.
Now this is if you're including GST in your total price. You've gotta be registered for GST, of course, to include GST in there. But this is the minimum we need to do to comply with tax invoice and, you know, all of that sort of stuff.
Of course, depending on the size of our sale, we may need to provide another invoice later; but this is if you're doing multiple sales. Send it out from Infusionsoft; use this template, and if you get a request for a more detailed invoice, then of course, you can create that in Xero, or using the link between Infusionsoft and Xero that was in a previous video.
You can have it already created, adjusted, and sent, you know, more detailed invoices out from Xero. This will put in the products that have been purchased into this section; the payments that have been made, any payment due details, if there are payments due as well. And then it will use the logged in user signature. So this will send from my signature down here. So, basically, what we do then is we click Save. And it's been saved there. So then we click Close Builder, and do you wanna save your changes? Yes, we wanna save our changes. And then gives you a score; that sort of thing, which is low when it comes to spam, which is great. And then we click on Save down the bottom here. And so now it's put that new invoice, which I've given it the name, name; the new invoice template in as the Default Order Invoice Template.
And then if you are doing subscriptions, you would go in and do the same process for subscriptions in here also. So this now means when someone pays for something automatically online, it will automatically send an invoice. Now there's one more thing I want to show you, and that's if someone hasn't paid for a product yet, and you want to send them an invoice so they can pay for it and record the payment later, we can do that inside Infusionsoft as well.
So what we do is we'll find the contact. And use this email address for this one, for the example. And we go down to Quotes and Orders, and we'll add an order in down here. And so, what we'll do is Order Type will be Offline up here. And we just scroll through and we add in all of the details as we need, and basically what I'm just going to do is save this one in here.
You can add in address details; any specific order details that are required. And then we need to add an actual order item so that there's a dollar value in this order, so we can send an invoice out. So basically what we do here is we added an order item, and once again we get a little pop up here. And we'll give it a name. Automation Made Easy, we'll say. And, so then we'll save that particular order item into the invoice. Sorry, into the order. And that refreshes inside there, and then see, we have the order item in there. And then all we need to do is we can preview an invoice here, but we can just click on Send Invoice from here. And this will give us an email that will be sent out, and sent from admin@automationmadeeasy and sending it to me, which is the order I've set it up in myself, Your Tax Invoice. And you can change the email body here.
Just say Please see attached for your tax invoice for your recent product request, or service request. Please let me know if you have any question, you know, something along those lines. You edit the email body in here, and then you click on Send.
Now, I always Create a new printable invoice in here as well so that I've got some extra function in there. But as soon as you click on Send, Infusionsoft will automatically send the invoice for that order for you, and then you can record the payment when it comes in.
So you still have that functionality inside Infusionsoft to be able to manually send an invoice, and record the payment later, if that's the process you need to take for the odd order here and there that, you know, you sent on automatic payments already.
Happy new year. Or that should absolutely be happy belated new year.
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