To enable custom invoices for a seller
- In the operator portal, go to CONFIGURATION.
- Click Member settings.
- Select the Enable Custom Invoice for Members checkbox.
New menu items
For sellers logging into their account that have received an enquiry for any advert, they can see the Enquiries section in their seller account. This section includes Advert Enquiry and Custom invoice menu options.
Advert enquiries
The sellers can view all enquiries that are related to an advert. The advert enquiry report lets the sellers search and filter by date, customer details, enquiry type, and enquiry status. You can access the details of an enquiry by selecting the status. In the example below, the status is EMAIL SENT.
The advert detail view provides all the usual enquiry information. Additionally, the sellers can convert an enquiry to an invoice, where they can add custom pricing and descriptions.
Masking the customer details in enquiries
The marketplace operators can hide contact information so it is not included in the enquiries sent to the sellers. This is to ensure that sellers respond to customer requests on the platform using a custom invoice.
To enable the masking feature, select CONFIGURATION > Member settings > Mask Custom Invoice inquiry consumer contact details for Members.
When you enable this option, the sellers that receive an enquiry for a request-a-service advert receive an email notification like the example below. This includes a clear call-to-action to respond to the enquiry but does not include any of the customer's contact details.
When the seller clicks to respond, they are taken to the advert enquiry screen in their client account. From there they can review the enquiry and respond using a custom invoice.
Custom invoices
To know more about custom invoices for admin, refer to this article. The same functionality for marketplace admins is available for sellers.
Once a seller has created an invoice, it is displayed in the Custom invoices menu. This report will provide the seller with a simple view of the invoice status, which can be one of the these statuses:
- In draft - The invoice has been created, however, it has not been sent to the customer yet. While in draft status, the invoice can still be modified.
- Sent - The invoice has been sent to the customer.
- Completed - The customer has checked out and paid for the invoice.
- Archived - The invoice is no longer available. It possibly exceeded the expiry date or was archived manually by the seller.
If you are interested in making this feature available for your sellers, please send a request through to our support team.
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