Delete Duplicate Invoices in Infusionsoft

Estimated Time of Completion: 0.5 hour

If you’re using Infusionsoft and have people buying things on ClickFunnels landing pages, you’ve no doubt experienced the annoyance of people who attempt to buy something with one card, it bounces and then they use another card successfully. 

Unfortunately, Infusionsoft makes a new copy of the invoice for each card and sees it as two orders – or sometimes, if they have struggled to enter their credit card incorrectly, it can make 14 duplicate orders!

Most of the time only one goes through successfully, so the other duplicate invoices have to be deleted so your financial reporting is accurate and not incorrectly inflated. Your Doer can do this on a regular basis, either each morning or a few times a week. They’ll ensure duplicate invoices are removed and your invoicing system in Infusionsoft is clean.

Disclaimer: This will depend on how many Duplicate Invoices in Infusionsoft you are asking your Doer to complete.

TO BRIEF YOUR DOER:

• If you're utilising the Project Management Tool; *Basecamp, add this as a task to your project's To Do's
  • You'll need to describe the task. We'd recommend 'Delete Duplicate Invoices in Infusionsoft: OTT0023'
  • Assign the To Do to your Doer
  • Set a Due Date
  • Add notes: 
    • You can provide your Doer with this URL in order to provide them with context on the task. 
    • You could ask your Doer to verify the invoices before deleting the duplicates.
    • Add in any other notes or requirements that might be relevant to the task.
    • Don't assume - particularly if you're just starting out with your Doer it's always best to provide as much information as possible. If you have extensive notes, we'd recommend recording a Loom.