I would like the following and am wondering if this is a service any of you can provide?:
A point of sale order form whereby my consultants add products, then add a ‘total’ price with the order form then automatically calculating the discount (if needed the consultant could work the discount out so long as the discount is on the total price inc VAT - I wouldn’t want them to work out the discount ex-VAT as some are may get tied up doing the math at the point of sale. So basically if we added products which amounted to £1500 and we were going to sell this for £1000 I would want the consultant to either add a total price which automatically works out the discount of £500 or to add the discount of £500 which subsequently reduces the order value down to £1000. Since these payments are subject to VAT, of course the actual sale amount would be £833.33 + VAT at 20% i.e. £1000.
Then the consultant processes the payment which adds this as an order within Infusionsoft and emails the client their invoice etc.
I would also like the consultant to have the flexibility of enabling the order to be sold on a payment plan and to be able to choose anything between 1 month and 12 month payment plans. Ideally these payments would be collected by credit/debit card on the same date each month rather than every 30 days or 31 days as billing within Infusionsoft is though this isn’t a deal breaker in which case I’d go with every 31 days.
It would need to note the appropriate referral partner based on which consultant is making the sale to ensure the appropriate referral partner is attributed with the commissions.