Creating invoices, marking jobs as paid and tax codes
Creating Invoices
We support passing invoice and paid flags into printIQ for each job which you can configure as part of the plugin on a storefront wide basis.
Marking jobs as paid
printIQ has a flag against a job that is used to determine if that job has been paid for or not.
We have added support for passing this information with the job request from Infigo at the point when the order is confirmed on the storefront.
Tax Codes
It is important, when handling tax codes that the configuration and setup of the tax codes in both Infigo and printIQ is consistent.
Within the printIQ plugin we also allow for you to specify a 'Fallback Taxcode', to be used in instances where a tax code isn't applied or available.
1. Type "connect"
To begin, navigate to your printIQ configuration settings
2. Click on Connect Plugins
3. Click on Configure next to the PrintIQ plugin
4. Select an option from Create Invoice
This allows you to control if you would like the job to be marked as Invoiced and the invoice to be created in Connect: PrintIQ.
If you set this to 'Never' then invoiced will always be No.
'Always' will show invoiced for all jobs as 'Yes'.
And 'Always except when Purchase Order payment type' will show PO orders as not invoiced and all other as Invoiced.
5. Select an option from Send Jobs marked as paid
Each option controlling how that information is passed into printIQ:
Never - When this is set we will never mark a job as paid in printIQ so all will come through as Paid - No.
Always - When this is set we will always mark a job as paid in printIQ so all will come through as Paid - Yes.
Always except when Purchase Order payment - When this is set we will mark all jobs as paid in printIQ EXCEPT when a customer uses the Purchase Order payment type. For example, if you offer credit card and PO as payment options on the site then we recommend setting it to this option as it will pass into printIQ the job as paid when the customer has paid upfront on the site for the order using PayPal, SagePay, Authorize.Net etc. but for the orders where they have selected Purchase Order it will mark it as unpaid and allow printIQ to invoice and charge for it later.
6. Enter a value into Fallback TaxCode
Within the printIQ plugin we also allow for you to specify a 'Fallback Taxcode'. This value will be sent with every job where the product they are ordering does not have a tax category assigned to it in Infigo. So again, it is important that this Tax Category name exists as a Tax Code in printIQ.
Often, the fallback taxcode is set to a tax category named ZERO, which would be available in both printIQ and Infigo and would return a zero rate of tax.
7. Tax Categories
Checkout our article on setting up your Tax Categories here.
In this tutorial, we will briefly show where the relevant Tax Category names are found.
8. Type "tax"
9. Right click on Tax Providers
10. Click on Configure next to your primary tax provider
11. The Tax Category column provides the names to be used
12. Click on (back to tax provider list)
13. TaxJar
TaxJar is a Sales Tax Compliance software that we integrate with to provide our customers with roof top level accuracy on sales tax rates during the ordering process.
Signing up to and enabling the TaxJar plugin on your Infigo storefront will mean that for each order, depending on the Shipping Address the correct sales tax will be applied and charged to the end user.
Information on using TaxJar with Infigo can be found here.
14. For TaxJar, switch back to the printIQ configuration settings and type "UNCALC" in the Fallback TaxCode field
Both Infigo and PrintIQ have a TaxJar integration. To pass TaxJar data between systems, use the UNCALC Fallback Taxcode.
This enables the following workflow:
We request the rate from TaxJar
Tax is calculated
Values are passed to printIQ
printIQ request and recalculate the rate from TaxJar to verify they are the same
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