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Invoicing a Bundle

 
 

Invoicing a Bundle

After final confirmation in a Bundle sale, you will be redirected back to COE. Complete the standard invoicing and payment procedures.

Note: Since this example invoice includes an exhibit, membership, grant, and fundraising products, Installment Billing is a payment option (see Installment Billing).

The More Details icon located to the left of the product name is a new functionality that displays the information window in COE for each individual product with multiple prices or attributes i.e. memberships, grants, fundraising, and events.

Note: Bundle sales are tracked on the back end and are not displayed for the user after it is saved. The inventory and G/L accounting is still tracked however, and displayed on the appropriate child forms.

 

 

More information

Adding a Bundle Product

Selling a Bundle Product

Bundles vs. Kits vs. Packages

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