Invoicing Control Needed...Help!!

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I created an on-line store using the product catalog and when I made my first sell I did not know I had made the sell until the received notice of payment from PayPal. That is not good. I want to be able to create an invoice and make adjustment as needed for multiple purchases and to add shipping costs. I want be notified that a transaction is underway. The customer should have to request an invoice and receive an invoice before payment is made via PayPal.

I want to have more control over the selling process and be able to make adjustments as needed to help the buyer.
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Eddie Moore

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Posted 6 years ago

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Gop

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It's a difficult call Eddie. PayPal and others manage the transaction and there's no feedback until the transaction is underway.

I'm not aware of any shopping cart that pre-notifies you of such. The only solution that comes to mind is to remove the paypal and send the buyer an invoice or quote then ask them to donate through a widget?

The solution is generally to organise the shop to allow for predictable variations in orders. It takes effort but is usually able to be effected.
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Gop

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There are online invoicing solutions but I have never used these and don't know the processes involved. A search should be able to locate them.
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Gop

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Hi Eddie,

I have come across a pre-existing solution with 95% of your specifications. If you still want this please respond here.
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Eddie Moore

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Yes, I would like to pursue this. Thanks.
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Gop

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Thanks for responding Eddie,

ecwid.com a very good e-com facility hs all the components needed for a classic shopping cart.

I was noticing this morning that in fact you can do this specifically. Ecwid have a phone order system which obviously isn't an auto online facility and by using this feature plus preventing shipping of an order, you can then intercept the call for an order, modify it, give your reviewed price and instructions on payment etc.

Taken from their Q&A:

Q: "I don't want to process orders online. I just want my customers pick up some products and then I get a notification about their selection. Is it possible?

A: Yes, it is possible. How to implement this:

Disable all payment methods except for the "Phone ordering" one.
Rename it to "Place order" for example. You can rename it by clicking its name.
Make sure that all your products do not have weight assigned. In this case Ecwid will omit the "Shipping details" checkout step.
Modify your mail notification or disable them."

This probably won't make sense simply to assure you that it is available and can be used with conventional options as well.

Gop.
Hi Gop, I looked at ecwid.com from another post you made earlier, thanks for that. ecwid.com looks great, the only negative is that is can not handle the paypal pro setup, so the payment goes to paypal hosted screen instead of the payment staying on the main site. If you want the payment to stay within the site then other merchant account vendors have to be used.

http://www.rogersisconsulting.ca/smal...
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Gop

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It does use PayPal Pro RISC it's something that I use.
Have a look at the Payment>PayPal Express on Ecwid setup.

I always doubt my responses on these issue kinds because i never know if we are coming from the same point of understanding. Apologies if I am not understanding you issue.
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Stefan, Official Rep

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Hello Eddie

We're right now working on a brandnew Yola Online Store feature with ecwid. You can find more information on this post: Looking for beta testers for our upcoming Premium Yola Online Store and in our blog.
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Gop

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Stefan this is a bold self indulgent marketing cry that adds nothing to the issue here whatsoever. The thread id you linked to (originally!) gives no idea of what the product really is and if you want me to explain I will do that. "To thine ownself be true, Stefan!"

Beta testers are asked to refrain from commenting on the setup so why push it when you have no idea of what this request is about.

How can anyone know what the product will be or what it's limitations will be from the thread.

Don't be a sales pitcher Stefan. Offer some real support. You are support aren't you?

Please read RISC's request. You have to understand this before you can then go off and give a sales call! and from your response you have no idea what this is about!
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Monique, VP of Customer Support

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You are being needlessly harsh. Stefan was operating under the same constraints as the Beta testers and was therefore not in a position to do either a sales pitch OR offer support for a yet to be released product. If he were even attempting to make a sale he would obviously have provided a lot more detail. Or else he would be a lousy salesman. However, all he was trying to say is "we are not ignoring your question and we have something in the works that may meet your needs. Stay tuned." Now that the feature is live I am going to risk posting why I think it would be a good, if not ideal solution for Eddie's needs.
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Gop

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So you want him to take it on face value. No warrant no experience no proof.

I agree and being a beta tester and now I can say that it will work but your argument does not hold in retrospect and it was a marketing ploy without qualification. So RISC go for it is its' Ecwid absolutely. It costs you per month. The home brand is free if you have less than 100 items.

Yes I am harsh in response to people and companies claiming they are professional (?) when it comes to manipulating people into promises/purchases without proof and even more harsh when there are alternatives that may be cheaper and proven. Fair enough? Professionalism is defined as caring for your clients above your own wants and most definitely not pushing those who seek advice where they trust you, into something that may not be in their best interest, but rather in Yola's best interest. I know Yola is a business, we've been told that ad nauseum but once again give a professional lead that is advice based in their clients best interest free from cojoling. The sales will follow.

So then the response should have been overt especially with 10 year olds on the forum don't you think?
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Monique, VP of Customer Support

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Stefan did not expect anyone to buy anything based on that post. It is your interpretation that he was trying to make a sale. However, since he sits next to me I happen to know for a fact that he was simply alerting them to an upcoming release that may be of interest with more details to follow at the appropriate time. I fail to find that unprofessional.

We are in no way shutting down discussion of cheaper or free alternatives but reserve the right to recommend the solutions we believe are best.
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Gop

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Good.
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Monique, VP of Customer Support

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So obviously after years of research and due diligence Yola believes that Ecwid offers the best solution for eCommerce that the market has to offer, which is why we have integrated with them. This feature is now live and available for anyone who is interested. A few points have been raised on this thread:

1) Invoicing. Enable the offline payment method and send them the invoice manually. Here is a link to the full instructions that Gop quoted from.: http://kb.ecwid.com/w/page/15853256/C...

2) PayPal Pro: This is a top feature request that Ecwid is working on. Although it is very challenging to implement from a security point of view because it requires PCI-DSS certification. Maybe the fact that this isn't available yet is a deal breaker for some, or maybe you would be happy to live with it while they work on supporting this feature. Your call.

3) Shipping costs: One of the biggest weaknesses with our old Online Store feature. Ecwid will allow you to do everything you need in this regard. Complete instructions here: http://kb.ecwid.com/w/page/15853310/S...

So there you have it - we think Ecwid is very powerful and still developing to become even better, which is why we are so excited to partner with them. However, we have also provided this forum where people can freely discuss and evaluate alternatives, and everyone can make up their own minds about what is best for their needs.
PayPal Pro - yes this critical to looking professional. Ecwid is supposed to roll it out first quarter of 2012. It is a grey area, but other shopping carts do allow the PayPal Pro to be used on the basis of the shopping cart is not performing the actual payment, they are basically holding their hands up and saying:
"security" - "not our issue" to get around it.

Ideally a SSL would be required for the payment piece when using the PayPal Pro to process payments within the website.

http://www.rogersisconsulting.ca
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Eddie Moore

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Thanks for all of the replies and for the insight provided regarding Ecwid. I will have to look at the Ecwid site and see if I have enough computer savvy to understand and potentially utitlize their services.

Thanks again and take care...Eddie