My sales team use sales opportunities, however we aren’t currently tracking sales in infusion which is very frustrating. We use quickbooks online / GoCardless to manage invoicing and take payments (client’s also pay by bank transfer)
I feel i need either…
- The ability to create a paid order in Infusionsoft without the need to take actual payment
- The ability to include won opportunities in sales data (All of my opportunities have products attached to them, as we manually extract pipeline data in our sales reports)
- A reliable integration with quickbooks online to pass back order data
Any insight / recommendations would be greatly appreciated.