Mark Adams
posted this on June 24, 2010 16:28
All orders or invoices created in ShootQ must be connected to a Shoot. There is no way to have an invoice simply associated with just a person. The reason we've done this is that it helps you analyze how profitable each shoot actually is for your business.
Example 1: You have a grandparent of a client who wants to order a album and she filled out your contact form, creating a lead. How do you invoice her through shootq even though you are not booking a shoot with her?
In this instance, we recommend simply adding the Grandmother as a relationship to her granddaughter's shoot. You can do this from the Shoot Overview page.

And then you can Create a New Order for the grandmother under that shoot.
Example 2: Some of my images have been made into greeting cards and every once in a while a random person pops in the studio and wants to buy one?
In this instance, we recommend simply charging the client via your proof gallery. Or you could create a Shoot called "Greeting Cards" and then add new relationships and orders to that shoot.
Example 3: Charging another photographer for a professional consult.
In this instance, we recommend simply creating a Shoot for that consult. You'll likely have a date that this is taking place and you can easily book that consult online via ShootQ.
Example 4: A client from many, many years ago (before you started using ShootQ) contacts you and wants to buy an album
We recommend creating a shoot for this client by entering them as a Previously Booked Job. (*Note: On the create package page, you can skip that step if you like. You don't have to put in their original package details, if you don't want. Likewise, you'll want to choose no contract, so you'll just click continue through all the steps). Once you've created that shoot, you can then Create a New Order.
In all of these examples, these new orders will be associateed with a shoot and you'll be able to see the approximate gross profit that you generated from all of the total sales resulting from this shoot. You can find these stats at the bottom of the Billing & Legal section of each booked shoot.

Comments
Quick question. When we do create an event for instance from a really old wedding (the mog just called me to order an album from a wedding 3 years ago) and we sync it to Pictage so we can accept payment via p3 and it creates a new event, does it send a "welcome email" to the main contact? I hope not!!
Hi Kristin,
When an event is created through ShootQ in Pictage, actually no emails are sent to announce this from Pictage or ShootQ. This includes the welcome email. Pictage would not send any emails unless that Event is released to the client.
Thanks,
Natalie
How do we add a product (album in this case) to a shoot that is complete? We have couples coming to us whose weddings we shot over the summer, now wanting to order albums. How do i associate that with their shoot now that the job is complete?
Hi Teri, if this album order is directly related to the shoot, then I might suggest restoring the booking, and adding a new order to the shoot for the album. Do all the tracking/invoice, and when you're done, mark the shoot as completed again.