We provide medical equipment repairs direct-to-consumer. The customer places their order online (we can’t provide the total upfront until we see the device), ships us their device, then we work up an estimate and email it to them. They approve their estimate and pay online. At the moment we’re using a patchwork of Zoho and integrated forms to accomplish this.
Is there anything existing in Shopify that can handle a transaction that requires an estimate approval like this? Or is this something that will require development work?
This can definitely be accomplished with the use of Draft Orders.
Draft orders enable you to invoice your customer and allow them to pay with a secure checkout link. You can also add custom line items to represent your service costs and make additional adjustments to both shipping and taxes.
Another great option is the ability to set payment terms, which I feel is a feature you’ll need.
You can choose from the following options when setting the payment terms:
Due on receipt: Use this option to set the payment as due on the date that you send the invoice to your customer.
Net term: Use this option to set the payment as due within the specified number of days from the issue date. For example, you can choose Within 30 days, and the payment due date is set to 30 days after the issue date. By default, the issue date is set to the current date, but you can change the issue date after you select a net term option.
Fixed term: Use this option to set the payment as due on a specific date.
Does this sound like something that’ll work for your business needs? If you can provide further specifics, we may also have some third-party app options to help round out or fill in any gaps.
Thanks for sharing, I found a lot of interesting information here. A really good post, very thankful and helpful that you will write many more posts like this one.
Thanks for the great feedback, @MoodyS . I’m thrilled you found the information above helpful. If there is any other guidance I can offer, just let me know!