How To Manage Events And Orders With The 17hats And N-Vu Integration
Key Idea: When you combine 17hats (www.17hats.com) and N-Vu, you will be able to seamlessly track an order through its workflow and ensure your bookkeeping is in sync. Click here for setup instructions.
Managing N-Vu Events From 17hats
Add N-Vu Event(s) to a Contact's Project
Create an N-Vu Event from a Contact's Project
If an email address in N-Vu matches an email address in 17hats, the N-Vu event will be automatically added to the most recent 17hats Project
How 17hats handles N-Vu orders paid by credit card in Galleries and IPS Sessions
Invoices will be created in 17hats (products, upcharges, discounts, sales tax)
Invoices are marked as PAID
Invoices will be displayed in the Client Portal
Bookkeeping, Sale Tax, and other reports will be updated
Invoice is seen in Recent Client Activity on 17hats Dashboard
How 17hats handles IPS Session orders placed using the "paid in person" option
Invoice will be created in 17hats (products, upcharges, discounts, sales tax)
Invoice is marked as OPEN with a due date of today
Invoice will NOT be seen in Recent Client Activity on 17hats Dashboard
In 17hats, you can edit the invoice to add a Payment Plan, add Items and accept Payments Online.
Invoice will be displayed in the Client Portal.
How 17hats handles Additional Clients
A Related Contact will be added to the main Contact's Project in 17hats when Additional Clients place orders in N-Vu through an IPS Session or Online Gallery.
Invoices for the "Additional Clients" will be added into the Contact's Project in which the N-Vu Event was added. They will NOT be displayed in the Client Portal.