If a customer would like to purchase a product that is available in our Shopify / Teachers Pay Teachers, they may do so using the following steps:
1. Create an estimate in Quickbooks with all of the customer's contact information
-Pricing will remain the same as listed on our sites, even if buying in bulk
2. Send estimate to the customer as an attachment to the email
-This is done by saving the estimate, then clicking Print and Download
3. Once approved, go into the estimate in Quickbooks and convert it to an invoice
-All information should stay the same, unless changes were requested by the customer
4. Send invoice to the customer as an attachment to the email, but also link the invoice in the email for easy payment
-This is done by saving the estimate, then clicking Print and Download. Then click "Save and share link" to get the link for the invoice.
5. Set a reminder on the ticket for the due date of the invoice. If that date arrives and the invoice has not been paid, send a reminder email to the customer.
6. DO NOT SEND PRODUCT UNTIL PAYMENT HAS BEEN RECEIVED. Once the invoice has been paid in full, the Products Specialist will ensure the customer has access to all purchased materials.