V4 e-commerce is largely similar to V3, with a few new features:
- standardized price management for all types of sales, allowing you to set multiple prices for different types of user, early fees, late fees, or sale prices.
- automatic annotation of invoices and receipts.
- GL codes, allowing for more better categorization of transactions, and more types of financial report.
- you can change the tax rules on each line item of your invoice. (For example, charge BC GST on line 1 but Ontario HST on line 2.)
- more descriptive admin views of invoices, including details on purchased items, and showing deleted items for better customer support.
- smoother, simplified check out.
- one-off order forms that automatically generate invoices.
- new invoice types/statuses:
- archived = old sales data that should no longer be included on account statements and financial reports
- pending = future sale, that has not been activated yet
- comp = a real sale, but the purchase price has been waived, and the invoice should be ignored
Order Forms
To set up a custom order form:
- build your order form
- check off the "order form" option in the form configuration
- a prices tool will appear; use that to specify the price for the order
Now when someone fills out the form, it will automatically generate a shopping cart for the purchase. The invoice will contain the order details from the form.
Note that the order is placed when the invoice is active and paid for, not when the form is submitted. The customer may change their mind and abandon the purchase without paying, so submission of the order form should not be taken as a good order.