Buyer's Questions ⍰

👎 Problem

Invoicing after an auction can be a very labour-intensive process. Clients will often get in touch to request amendments to their invoice. The reasons for these changes could be numerous, but common examples are VAT changes, shipping changes or errors. The back-and-forth of required to make these changes adds up to a lots of extra work for the auction house team.

👍 Solution

The good news is Snoofa has a very elegant solution to make this process a lot smoother, save staff time and give clients more ownership. It’s the Buyer’s Questions.

So how does it work?

The idea behind the Buyer’s Questions is requiring buyers to fill in a set of questions before they are able to see their invoice. Whatever they fill out informs the final invoice, meaning that time doesn’t need to be taken to make lots of edits. They do this in the Client Zone.

We send the questionnaires from the Invoices list in the Cashiers section, once the invoices have been generated. They can be sent either individually or in bulk using the tick boxes and drop down option.

We send the questionnaires from the Invoices list in the Cashiers section, once the invoices have been generated. They can be sent either individually or in bulk using the tick boxes and drop down option.

We can keep track of which have been sent and which have been answered in the Q Sent and the Q Answered columns.

Buyers will be able to view the questionnaire in the Purchased tab in the Buying section of their Client Zone:

When clicking on questionnaire, they will be presented with a screen similar to this one:

Buyers are able to select their preferred payment method and choose any shipping or collection options. These are set in the system settings so don’t have to appear as options if not relevant. Buyers can also add a note to communicate any specific requirements to the auction house.
Once the questionnaire has been completed by the client, the selected options will appear in the Invoice Parameters box on the invoice editor. Administrators can over-ride any options that have been chosen by the buyers.

Now the invoice can be sent. This can be done via the same method as sending the questionnaire:

Or by clicking the Send button individually on each invoice:

Clients will now receive an email with their invoice attached, and will be able to view invoice in the Purchased tab in the Buying section of their Client Zone:

If Stripe is enabled and this is the chosen payment method, the Submit Payment button will appear for clients to make the payment.

So there you have it, those are the Buyer’s Questions. This should reduce some of the post-auction stress and give buyers ownership of their purchasing.

However, if you don’t want to use the questions, you can skip this stage and simple send invoices out immediately.