Quiz Cart: #2 Set up Invoice
IMPORTANT:
This step is only to enter the contact information used to generate automatic emails once a purchase is made, but it does not constitute an invoice.
When using this feature, you’ll be required to set up the Payment integration first. Please review the following KB about how to activate the Payment Integration
Step #1: Configure Invoice Information
Click on the Cart option located on the top menu bar
Once there, Scroll down Invoice Information, and click to access
Take the time to configure the following information:
Name or Company Name
Email
Phone
Address
Tax ID
Logo of the company
Step #2: Configure Notifications and Templates
In This Section you will find five subsections:
Set up Your Invoices: This shows a preview of the confirmation email that people received after making a purchase. There is not much to change here unless you wish to change the language of some texts, for example, “Thanks for your purchase”
Email Notification: This option sends an automatic email notification each time there is a successful purchase. Enter the preferred email address and click the Save Changes button located on the top right corner of the page.
Set Up Your Fail Payment Email: This option sends an automatic email each time a payment is unsuccessful processed. Modify the detail you want include and click the Save Changes button located on the top right corner of the page.
Set Up Your Fail Payment Notification: Your customers will be notified via email where there is an issue with their payment and an update in payment method and/or billing information is required. Also you can configure the number of days the system will attempt processing the payment.
Set Up Your Update Payment Form: This option sends an automatic email each time updating billing information is needed. Modify the detail you want include and click the Save Changes button located on the top right corner of the page.
Still have questions? Feel free to reach out via support@bucket.io
Mon thru Fri, from 8:00 to 17:00
Related Articles
Quiz Cart Overview
This feature allows taking payments within quizzes using our features: Sale Page: Pages where people can select the product they wish to purchase Payment Form: Pages where people provide their payment information to process the purchase One Click ...Quiz Cart: #7 Dashboard
Information: This article is part 7 of 9 from our Quiz Cart instructions. Step #7: Dashboard This section displays the summary of all transactions processed in your funnels. Analytics are presented in three main areas: My Dashboard Date Range: Use it ...Quiz Cart: #3 Create Products
Information: This article is part 3 of 9 from our Quiz Cart instructions. Step #3: Create Products Once you finish configuring the invoice information you may create your products. Click on the Create Product option on the left-hand menu. In this ...Quiz Cart: #6 Orders
Information: This article is part 6 of 9 from our Quiz Cart instructions. Step #7: Orders In this section you will be able to manage all the orders received, they will be organized in the order you received them. Click over the order to check the ...Quiz Cart: #5 Product List
Information: This article is part 5 of 9 from our Quiz Cart instructions. Step #5: Product List In this section, all the products created will be displayed, where you can preview, edit and delete the products: Preview Product: Click on the Eye icon ...