If JJ Sydney has quoted item and customer wishes to make payment via paypal
JJ SYDNEY
Do w/o as normal in pinnacle
Have customer usual contact details ( name ,address ,phone number) and also email address
Send details of work order and customers email address to ebay@
Put work order in problem sales to sort until payment is finalized
EMAIL SUBJECT LINE TO EBAY@ :
PLEASE SEND THIS INVOICE VIA PAYPAL
In body of email quote w/o number and customer email address
SUPPORT TEAM
Creates paypal invoice using
THIS PROCESS for the item and sends this to customer
Add a note under order history in work order that the Paypal invoice has been sent to customer we’re just waiting for them to pay.
KPI is that this is actioned within 4 hours
Once payment received advises the appropriate JJ Sydney sales person by email and quotes the paypal invoice where we received payment.
Add a note under order history in work order that customer has already paid for the item with amount.
KPI is that this is actioned within 4 hours
JJ SYDNEY
Completes work order in payment details puts paid by paypal ref ( reference to the paypal invoice number )
And completes invoice as usual
Payment will be matched to paypal invoice as usual
FAQ
If payment not received within 24 hours
support sends follow up email to customer ,ccs jj salesperson to confirm if item still required
If sale cancelled
JJ Sydney advises support so they can cancel paypal invoice