1 ) Email notification
When a coach submits a new order form , (here) , you will receive an email notification with the order details.
Example of Testosterone order:
In the above example, the coach requested
(1) Testosterone Cyp Brand EMP 200mg/ml - 10ml 1 Vial - $250
(12) Anastrozole - $4
(4) 27g 1/2in 1cc 10 pack - $5
The directions are :
Testosterone - Inject .3 ml twice weekly
Anastrozole - Take 1 tablet weekly
All orders include a $50 processing fee and $35 shipping except Semaglutide/Tirzepatide Packages. Some orders may also request refrigerated or rush shipping. If this is selected on the request, you must include on the invoice. If an order is being reshipped from HQ, you must include a reshipping fees. Orders that are reshipped from HQ [need more info]
Example of Semaglutide package order:
In the above example, the coach requested
(1) Semaglutide Package 5mg - $699
The directions are:
Inject .20ml (20 units) SQ weekly
Semaglutide/Tirzepatide Packages do not include a $50 processing fee and $35 shipping. Some orders may also request refrigerated or rush shipping. If this is selected on the request, you must include on the invoice. If an order is being reshipped from HQ, you must include a reshipping fees. Orders that are reshipped from HQ [need more info]
2) Open Freshbooks
Next, you will need to log into freshbooks.
Navigate to the clients tab and search for the patients name.
You will then select 'create new invoice' at the top
Add the products from the invoice request form to the invoice exactly as they are requested.
Add any directions that were included on the invoice request form to the 'notes' section of the invoice. Some invoices and products may include the directions directly under the product, this is acceptable as well.
Example of Testosterone order:
Example of Semaglutide package order:
Confirm address matches invoice request form. You can also verify this information in Hubspot under the contact.
Confirm coaches name in 'Reference' field
Confirm settings:
Important note: If it is a reorder, and the patient is getting the same products, you may be able to select 'duplicate invoice' to avoid needing to fully recreate the invoice. If you do use this method, please verify order is the same and if any changes are needed, please be sure to include them.
3) Open Hubspot
Once the invoice is sent, you will need to update the hubspot property of 'last invoice date'.
You will also need to create a new note, copy and paste the invoice link from Freshbooks to the note, and tag the appropriate wellness coach.
Note: All payments that come in for blood work (usually $199) need to be forwarded to admin@renewliferx.com
Questions for Jordan:
When do orders reship from HQ? When do orders need to have reship fee on invoice?