In this video, we explain the functionality of the invoice action buttons on our platform. We demonstrate how to access the invoices tab and discuss the four main action buttons available: view invoice, share, customer note, and return. We detail the purpose of each button and how they can be utilized in our interactions with customers.
Managing Invoices and Action Buttons
Key Steps:
Access the menu and click on "Orders", then select "Invoices".
View Invoices:
Click on the "View" button to preview the invoice.
Share Invoice:
Use the "Share" button to email the invoice to the customer.
Customer Note:
Click on "Customer Note" to add notes about customer interactions.
Returns:
To initiate a return, input the return quantity, reason for return, and click on the "Return" button.
Cautionary Notes:
Ensure accuracy when inputting return quantities and reasons to avoid errors in the return process.
Double-check customer notes for clarity and professionalism before saving.
Tips for Efficiency:
Familiarize yourself with the location of the action buttons to quickly access the necessary functions.
Use the customer notes section to document important details for future reference and customer service improvement.