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Infusionsoft Invoice - How To Create a Quote and Send an invoice from Infusionsoft

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Learn how to add a quote and send an invoice within Infusionsoft.com. This method shows you how to create the invoice, and attach a PAY NOW button to the invoice so you can accept payment from your customer. ►VIDEO REFERENCE #1: How to set up your merchant account and connect it to Infusionsoft https://youtu.be/YglOBh1RFec ►Sign Up For CardConnect Merchant Account Here: https://www.getcardpointe.com/apply/ ►Sign Up For Infusionsoft Here: http://bit.ly/2mclut6 ►Collect Payments with Hosted Payment Pages - ★Free Account at: https://www.simplypay.me ★ ►Share this video with your friends: https://youtu.be/B8XtZ8VcGSI Follow Me (my Businesses & Websites): Invoicing & Payment Link Software: https://www.simplypay.me Merchant Account & Payments Processing Blog: http://www.bancardsales.com Marketing Services: http://www.BrianManning.CO Sign Up For a Merchant Account: https://www.getcardpointe.com Social: FaceBook: https://www.facebook.com/Brian.A.Manning LinkedIN: http://www.linkedin.com/Brian.a.Manning Twitter: https://twitter.com/manningbrian
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Text Comments (4)
Amy Ware (7 months ago)
I use Acuity Scheduler for clients to book their appointments and use Zapier to create a contact record... is there a way for Infusionsoft to create a custom receipt based on the appointment they select in Acuity?
Amy Ware (7 months ago)
Yeah a Paid Tax Invoice - Thank you that makes sense - this is all new :) Now to figure it out - thanks for your timely reply! Great videos :)
BancardSales (7 months ago)
I'm not sure exactly what you have in mind when you say "receipt" but I'm sure there's a way to do what you're wanting. There's a LOT you can do within the Campaign builder as you probably know so you could just set separate appointment options and based on the "ZAP" that comes through to Infusionsoft you could trigger the appropriate thank you "receipt" or confirmation email.
BancardSales (1 year ago)
Are you currently using Infusionsoft to send invoices and receive payments? Let me know what software you're using if you're not currently using Infusionsoft.

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