If you are new to let sales support help you process the order properly once the invoice is paid.
You do not need to be on the phone to the client to do this.
Ensure the OD Post Consult Form is complete
Make sure the PayPal invoice is 100% PAID
Open the prospects account and go to ‘Orders’
Add a new order
Select yourself as the Sales Referral Partner
Add the Invoice Link to the Order Notes
Hit Save
The page will refresh where you will see the option to ‘Add Order’
Click ‘Add Order’
Type in Product Code
Hit ‘Save’. This will not process the payment
Click ‘Add Payment’
Select ‘PayPal Custom Invoice’ – if the PayPal invoice has NOT been paid DO NOT USE THIS OPTION!
Click ‘Apply Payment’
The payment will be recorded inside Infusionsoft and the on-boarding sequence will begin.