Hi all, got a little question for you. We take a lot of orders over the phone but the paperwork that it generates is becoming a real pain. I have ‘add customer from admin’ and place an order from admin’ but both of those require me to make the card transaction as if I am the customer and with the passwords and stuff that’s not possible, the sale transaction has to be done on the merchants site so I can’t complete the order. I’ve tried a couple of ideas but what I really need is a way to set specific customers to defer payment but to still complete the order so that I can print an invoice and allocate an order number and then I can process the card properly.
I’d be glad for any advice on how anyone else manages this.