Purchases

In this guide...  How Simplero IDs Are Assigned or Generated Let participants of a product set up their Simplero ID and Password  How to Manually Issue a Simplero ID for a contact How to Remove a Simplero ID attached to a participant Simplero IDs FAQ How Simplero IDs Are Assigned or Generated With Simplero, everything is tied to your Simplero ID or your login. When someone needs a login, typically if they purchased a product that has a site associated with it, we will automatically set people up with a Simplero ID to log in and notify them about it by email. The way it works is this: If they're already logged in, we'll use their current Simplero ID. Easy peasy. No need to create additional ones. If there's already a Simplero ID that's connected with the email address they used for the participant on a purchase, we'll use that. Again, no need to get another Simplero ID. If there's not, we'll create a new one. It'll be based on the part of the email address before the '@' sign, and we'll generate a password for them, which we'll include in the email we send to them. We'll also let them be logged in right away, so they don't have to take that extra step. Let participants of a product set up their Simplero ID and Password  If you would rather let partipants of your product set up their own Simplero ID and Password you can do that by turning On the option Do not create Simplero IDs automatically for participants. Let them set their username & password. It is located on the Product Content tab, under Content Settings section: When your customers purchase a product and only if they don't have a Simplero ID set up yet, they will be prompted with the option to do so: Once they've saved their credentials they will be redirected to the product Thank you page. Note! As an admin you can also visit the participant purchase page. When the product allows participant to set up their Simplero ID and password and they haven't yet, you'll see a banner at the very top with instructions. Remember, only you as an admin can actually see this banner.   Another Note! You’ll need to make sure and manually add an Auto-response or Automation email to the product that includes the Link to content, if you want them to receive this via email. How to Manually Issue a Simplero ID for a contact If you want to force Simplero to issue a Simplero ID for a customer that doesn't have one...  Click on the contact in your account you want to issue an ID for In the right hand side bar You'll see a section called Simplero ID with a setup link next to it.  Click the Setup link A Simplero Id can also be added via the participants screen within a product by scrolling down to the participant box Now your user will have a Simplero ID and will receive en email with the login ID and password How to Remove a Simplero ID attached to a participant Note: This doesn't delete their Simplero ID. Only unlink it from their contact in your account.  Click on the contact in your account you want to remove an ID from In the right hand side bar You'll see a section called Simplero ID   Next to the users ID You'll see a link Remove When you click the remove option you'll need to confirm your desire to remove the ID from the contact The Simplero ID can also be removed from within the purchase if you scroll down to the participant section.  Simplero IDs FAQ I have two Simplero IDs. Can I merge them? No worries! You can merge them using the steps on this guide How do I delete my Simplero ID? Follow the steps in this guide I want to add a new staff member so they can be an administrator of my account. Follow the steps on this guide I want to update the email address linked to my Simplero ID. Follow the steps in this guide Can I share my Simplero ID?  Each person has their own login. As an administrator on your account, you can give access to other people by inviting them, rather than sharing your Simplero ID and password. Sharing passwords prevents you from implementing additional security measures like two-factor authentication, which we support, and it prevents you from seeing who took a given action if something weird is going on. It also forces you to continuously log out and back in and sometimes you end up doing something while logged in as the wrong user.  All a needless complication and hassle. We like to keep it simple :) It also makes it harder for us to serve you properly because now we don't know who we're talking to. Instead of getting to know you better and better over time, and being able to serve you in a personalized way, we get more and more confused as someone who seems to be person A is really person B, C, and D. So our strong recommendation is that you use one Simplero ID for everything you do with Simplero, and simply get permission to the things you need access to as you need it, using the same Simplero ID.

How to work with purchases. Cancel, refund, or make it free. Issue credit notes, incur additional charges, register payments, and return money to the customer. All is explained right here. Purchases Screen Select Sales >> Purchases from your Simplero Dashboard Search and select your customer name to take you to the purchase page directly The first box is the Purchase summary  The second box is Charges & Payments  The third box is the Participant box where you can View how they answered questions on the Order form, Manage site access, Troubleshoot password issues. The fourth box is the Emails sent that have gone to the participant via the product in the purchase The fifth box is the client's Activities associated with the purchase Purchase Terminology Some things about the language we use about Purchases that can be useful to know and understand. Activating a Purchase Activation is when the purchase is first considered to have gone through. In most cases, it'll be when payment has been made. If there are multiple installments, it's when the first payment has been made. If it's a subscription, it'll be the payment for the first subscription period. If it's a subscription where the first period is free, it'll be when we have a payment method that we can auto-charge, such as a saved credit card number. If there are multiple installments or it's a subscription, and the payment processor supports auto-charge, we'll get the payment information so we can charge in the future. Before activation, the purchase will be in an Abandoned state. This just means the customer never finished activating their purchase. It happens a lot. I bet you've put stuff in a cart on some site and never bought. We all do it. It's nothing to get alarmed about. There's a special case when a purchase is being paid for outside of Simplero, such as with a bank transfer or cash. These purchases will be in Pending state until you register the payment. Once the payment is registered, it'll be activated. Paid and Failed An activated purchase will go to the Paid state. This is the state where they have access to content and emails, and everything is hunky-dory (that means a-okay... it's good, it's positive). Later on, if they fail to pay an installment or renew their subscription after several attempts, they'll go to Failed. When failed, we've given up. We've cut off their access. We won't try to collect it anymore. Subscriptions Subscriptions work this way - People pay for a given time period. After that period is up, they have to either renew for another period, or their subscription ends. It's like paying rent. If you stop paying, you gotta leave the apartment. When the subscription period ends and it needs to be renewed or stopped, you'll see the "Period ends" date That row that starts with "PERIOD ENDS" under "Charges & Payments" on a purchase shows you when the current subscription period is over and what happens then: To the left is the date it ends. The price that we renew at is shown here: "Subscription price, period 1". If you click it, you'll be presented with alternative options for what price it'll renew. The amount shows how much will need to be paid for that period. Note that there may be multiple installments for one period. This will be explained in a bit. Next, we show which payment method we'll use to try and collect the payment for renewal. Again, you can click it to choose another one. And finally, we show when the customer's subscription commitment. Commitment is quite simple but can be confusing. If set, it simply means that until this date, the customer cannot cancel or downgrade or upgrade their subscription. You as the admin can still do these things, but they cannot. It's like when you sign up a 12-month lease on your apartment. You still pay rent every month. What it means is that you cannot get out of your lease until the 12 months are up. Subscriptions, Periods, Installments When you define the price for a subscription, you can define multiple periods, and each period can have multiple installments. Each period says how long they get access for, what they pay, and whether there's a limit to how many times they'll repeat that particular period. The "what they pay" part can be nothing, it can be a single amount, or it can be a series of payments, called installments. For example, for a 2-week free trial, create a first period that lasts 14 days and costs $0, and the repeat number to 1. You don't want them to keep renewing for another 14 days at $0. You want them to then flow into the next period where they (surprise!) pay! You can also, if you want to be fancy, define a period that has them paying multiple installments. Say the period is 6 months, and they pay $99 when they renew, and then $50 a month later. Or $0 to renew, and $100 after 3 months. However you'd like to be fancy, you can do it. Activities: Purchase and Participants Beware that there are separate activity logs for the Purchase and for each Participant. Activities relating to billing will be under the Purchase. Activities related to content will be under the Participant. The list of Emails sent is also divided between the purchase and each participant. Simplero ID and Email settings: Purchase and Participant The same is the case for Simplero ID and email preferences. There are separate settings for the participant and for the billing contact. Everything on the right side relates to the Purchase, that is, the Billing contact. Each Participant will have their own box in the middle of the screen where everything related to that participant. The edit button in the navigation will edit settings for the purchase, that is, billing-related stuff The "Edit" link in the Participant box will edit that participant. When changing who the billing contact is, make sure you change both name/email AND the linked contact record. Each purchase can have a separate name/email, and still, be attributed to the same contact. The same goes for the participant. There are 3 different types of subscriptions to a Product: Marketing Emails: This setting applies to the purchaser only. It’s currently used to signup the customers who purchased products to the Optin list of that product. Regular Emails: This setting applies to the purchaser only. If you send any auto-response or email from the Product > Purchases table view, those emails will be skipped for the purchases which have this toggle OFF. When creating a broadcast, the email will still be sent to the recipient regardless of this toggle being ON or OFF. Content Emails: This setting applies to the participant only. This is how they match on the Purchase admin side: Sending a Broadcast to Purchasers wanting marketing allows you to exclude purchasers with Marketing emails Off. Participants wanting content emails will exclude participants with Content Emails Off.

Forecasts Do you want to plan the future of your business? Simplero calculates an estimate of future customer renewals based on current active subscription purchases. You can access the Forecast on the top right corner of the Purchases page. You will then see the forecast based on the assumption that all installments are paid and all subscriptions continue to renew: You can also export a CSV of these estimates by clicking on the blue Export CSV button in the top right-hand corner:

Occasionally you may run across a need to edit someone's purchase, such as the billing contact email, address, or maybe the currency or taxes or discount the purchase. Or maybe the subscription settings need to be updated.   Well, you can easily do this on the Purchase screen... Locate the purchase either within the Product or via the Purchases tab under Products You will be taken to the Purchase screen. In the upper right-hand corner of this page, click on the Edit button: You will be directed to the Edit screen. From here scroll down until you locate the area you want to update Scroll down and click the Save changes button. Updating an Affiliate on the Purchase If the product is part of an Affiliate program and you need to change the Affiliate on the purchase, follow steps 1-4 above and scroll down to the Affiliate section: NOTE! Changing the affiliate will reattribute all pre-existing charges. Commission amounts on pre-existing charges will not be changed though. You can read more about Affiliate Purchases in our guide here. Updating a Discount If the price was a "Purchase" and not a Subscription you will need to calculate the full discount of their purchase so if it's $30 over 12 instalments, the amount you’ll put in is $360.  If you’re updating a "Subscription" then you’ll put in the discount amount that comes off the instalment and you can check the box to apply to future instalments.  Once you save your changes, you’ll need to go in and manually update any invoices that were already generated on a completed purchase. This will not occur automatically by updating the purchase.  Other Things to Note If you’re updating currency you will need to make sure all currency options are set up in your Account settings.  If you’re updating the date of the current access period, this will affect when the contact is billed next.  If you’re updating how long has the customer committed to remaining subscribed until this will prevent your customer from canceling their subscription prior to the date you enter. 

To locate it... Locate the purchase either within the Product or via the Purchases tab under Products You will be taken to the Purchase screen, where you'll see the "Charges & Payments" box The Charges and Payment Box in a purchase screen is broken into 5 tabs: Summary  Charges Payments Statement details Transactions  Summary Tab The Summary tab is going to give you a brief picture of the charges associated with the purchase. This tab will also show you the receipt due date, receipt # if processed, what it's for, the amount, and payment method. It's broken into two lists. The first is the charges that have already been processed. Here you can..  Click on the Receipt # and see a preview of the receipt the customer received. Resend the receipt by clicking on the Envelope icon to the far right of the charge.  Edit the information about how the charge was processed by selecting the Pencil icon to the right of the charge. Please note that this will not create a refund or a new charge, but it will affect your reported revenue and taxes in Simplero. Create a new charge with the same amount but negative by selecting the Arrow icon next to the processed charge. Below the completed charges, you will see any charges that are to come due. You will see this only if the customer has purchased a product on installments or if they have pending charges. In this section, you can... Change the charge date by clicking on the receipt date underneath the Upcoming Charges Update the credit card on file manually by clicking on the 4 digit card number that appears underneath the Charge to Resend the reminder by selecting the Envelope icon to the right of the charge. Edit the amount, date of charge, quantity, or tax by selecting the Pencil icon to the right of the charge. Delete the charge by selecting the trash can icon to the right of the charge. Charges Tab In this tab, you can... Click on the Receipt Number and preview the receipt Click on the Envelope icon of the processed charge to resend the receipt Click on the Envelope icon next to the future charge to remind the customer Click on the Pencil icon to edit the charge Click on the Trashcan icon to delete a future charge Payments Tab   In this tab, you can see all the payments that have been processed. If you'd like to preview the receipt, simply select the receipt number.  If you click on the credit card number, you will be directed into a transaction detail screen of the payment which will give you Transaction IDs and Authorization codes that may be useful to you and your customer when troubleshooting charge issues with the bank or payment processor. Statements Tab This tab allows you to see a view of the processed payments including balance underneath OWED TO US. This would be helpful if a partial payment was made and you want to see the balance due.  If you click on the credit card number, you will be directed into a transaction detail screen of the payment which will give you Transaction IDs and Authorization codes that may be useful to you and your customer when troubleshooting charge issues with the bank or payment processor. Transactions Tab This tab will give you a view of exactly what happened associated with the purchase.  You can see the payment PROCESSOR, if you click on it it will take you to the payment processor edit screen.  You can see the STATE of the charge such as if it Succeeded or Failed.  You are also able to see the Transaction ID which will be helpful to you when working with your payment processor support.  You'll also have Action Buttons to choose from. At the bottom of the Charges & Payments box, you have Action buttons. Add a charge: This button allows you to manually add a charge to your customers' purchase. This could be used if you decide to break their payments into smaller amounts, or if they have decided to purchase an add-on.  Issue a credit: This button allows you to put into the system if you owe the customer money. This is usually used for processing a partial or full refund.  Adjust collected tax: This allows you to either refund tax you've collected or collect an additional tax. This adjusts the collected tax without affecting anything else. Do this if the initial tax percent was wrong. Register payment: You would use this button if they have paid you outside of simplero such as in cash.  Manual Collect: Allows you to collect a manual charge just like the add a charge button. However, this is instant and not in the future. This will be done via the payment processor that is on file for this customers purchase.  Return money: This allows you to return money to the customer through their credit card without creating a credit note.

Purchase Summary Box In this box, you can... Change the price of the purchase by clicking the Change link next to the price name Cancel a purchase - The customer will never get charged again, and their access will be canceled (unless you tell the system to keep access - you will be prompted) Pause a purchase - The customer will not have access to their content while their purchase is in Paused status. Notes: - If the purchase uses a subscription price, once the purchase is manually resumed, it will set the renewal from the resume date onwards, adding on top any subscription time left before pausing. For example, a customer has a monthly subscription that renews on April 30th. You pause the subscription on April 26th, meaning they still have 4 days left in their paid subscription. On July 1st you resume the subscription. The next renewal date will be on the 5th of July since they had 4 days left from April’s subscription. - If the purchase has any current scheduled installment charges, they will continue to charge while the purchase is paused, unless you delete them manually. - Auto-responses will not be sent while the purchase is in paused status. Once the purchase gets activated again, they only resume from the number of days ago that the subscription was actually activated. Missed auto-responses while the purchase was paused won’t be resent. For example, If a customer activates and then pauses on day 2 and resumes on day 5, auto-responses on day 1 will be sent. Any auto-responses between days 2 and 5 will not be sent. Auto-responses from day 6 onwards will be sent. Convert a paid product to a freebie - The customer will retain lifetime access and will not be charged any future payments Refund a purchase Move the purchase to a different product - Moves them from this product to another product of your choosing You can also edit the purchase in the top right corner: If the purchase is an upsell/downsell/order bump from another product, it will be indicated at the top of the Summary section: And the other way round. If a purchase has a linked upsell/downsell/order bump, we will list them at the bottom of the summary section:

Do you have a customer who mistakenly purchased the wrong product? Chose the wrong price? Or maybe you are closing a product and want to move current participants to another product? In this guide, we will show you how to: Move the purchase to another product Change the Price of a Purchase Note: If you want the person to still have access to the original product and its content, or you want to keep records of both (such as in the case of an upgrade), you will need to create a new purchase instead. Move the purchase to another product You can use the "Move..." button to completely move the person to the new product and revoke access to the original product and its content (like in the case of a mistaken purchase). This will not create a new purchase, only move the current purchase.  This can be done: Manually, on a single contact at a time In bulk, if you want to move many purchases Moving a purchase manually to a new product Select Products from your Simplero Dashboard Select the Purchases tab Locate and select the customer name In the Purchase summary box, click the Move to another product… button Choose the new product and whether you’d like triggers on the current and destination products should fire. These include participant and purchaser triggers set up on the product content tab. Move purchases in bulk to a new product Go to the Product -> Purchases (where your purchases currently are) Select the purchases you want to move Select action -> Move to another product Choose the new product Turn on "Fire triggers" if you want triggers in the new product to fire for those purchaess Click Move to another product c The purchase will retain its current price, even though that price belongs to the old product. You can follow the steps below to change the price of the purchase if needed.  Note about payment plans and subscriptions: The purchase will retain its original payment structure & price. If you move to or from a subscription price, you will need to adjust future charges. To do that: Change the price using the steps below Create upcoming subscription charges. To do that, you will need to edit the new purchase by clicking on the pencil on the top right corner Then choose a period end date and commitment   Change the Price of a Purchase This can be done: Manually, on a single contact at a time In bulk,if you want to move many purchases to a new price Change the price of one purchase manually Select Products from your Simplero Dashboard Select the Purchases tab Locate and select the customer name In the Purchase summary box, click the change button next to the price name Choose the new price in the pop-up window Change the price of purchases in bulk Go to the Product -> Purchases (where your purchases currently are) Select the purchases you want to move Select action -> Change price Choose the new price and price period Click Change price Note about payment plans and subscriptions: Doing this will not automatically create upcoming subscription charges, and it will remove any upcoming installments. If the subscription period is the same (for example, a monthly subscription), the purchase will retain the structure and the price will be automatically changed for the upcoming subscription period If you want to add new subscription conditions, you will need to edit the purchase by clicking on the pencil in the top right corner Then choose a period end date and commitment In all cases, please double-check the moved purchase carefully to make sure that future installments, subscription payments, and content access are correct!

Is your customer past due, wanting to split a payment, or maybe they requested to purchase an add-on product to a current product? To add the additional charge to their current purchase, follow the instructions below.  Locate the purchase. This can be done in 3 ways: Sales > Purchases tab> Search for the customer > Locating the purchase via the purchase screen Contacts > Contacts tab> Search for the person > Locate the purchased product via their contact screen Products > Products tab> Locate the purchased product > Purchases tab > Search for the customer > Locate the purchase via the billing screen Once you have located the purchase, scroll down to the Charges & Payments box Select the Summary tab and click the Add a charge button Complete the charge information field and click the Create a charge button As long as the customer's purchase is still in the Paid state, the customer will then be charged or invoiced for the amount on the date you selected, depending on the payment processor they used to originally purchase.  If the customer is in the Delinquent state, you will need to select the charge now button if the payment is due today. If the customer is in a failed state, you will first need to reactivate them to back paid, then select the charge now button if the payment is due today.  If the customer is in the Free state, the system will generate the invoice for them to pay.  Splitting a Charge If you are adding a charge because your customer is splitting a current charge into smaller amounts, remember to edit the first charge amount before adding the new one. 

Navigate to the purchase you’d like to edit the charge for. Scroll down to the Charges & Payments box Select the Summary tab and click on the edit icon next to the charge Adjust the charge and click the Save changes button If you are editing the charge to break into smaller payments, check out our guide for adding future charges.  Note: For past charges that have already been paid, the total amount cannot be edited. Only the base and tax amount can be changed. 

Edit the participant of a purchase Occasionally, you may need to edit the participant details. For example, if they’ve reached out to inform you of a typo or an update on their contact details. Navigate to the purchase and scroll down to the Participants section. Click on the Edit link in the top right corner to access the participant page. Add a new participant to a purchase You can also add participants to an existing purchase. For example, if someone is signing up for multiple participants but missed adding one to their purchase, you can do that for them using the ‘Add’ link. If the participant shouldn’t incur any further charges, you can turn on the toggle to make it free in the Payment section: Also, use the Gift feature to send a gift message or schedule when they should be activated as a participant. Cancel a participant on a purchase If you have multiple participants on the same purchase and want to cancel one of them, you can use the cancel button ont he participant box:

Sometimes you just need to add a purchase by hand — maybe someone paid you in cash, or you’re setting up access for a group. In Simplero, you can easily create manual purchases for one person or many, keeping everything organized and in sync.  Manual product purchase for a group Manual product purchase for an individual Automate Creating Purchases from the admin side If they have a payment method on file, this will create a purchase and will charge straight away. If they don't, after you create the purchases, follow the instructions on How do I add their payment details if they don't have a payment method on file.  Manual product purchase for a group Go to the contacts page Select the contacts (alternatively, Create a Segment that includes the participants) Select action and choose to Create purchase with payment method (to create a paid purchase using the payment method Simplero has on file for them) OR Purchase a product without paying (for a free purchase) Select product and price Choose the date of the next charge Manual Product Purchase for an Individual To manually add an individual to a product and create a purchase for them (either as a freebie or to charge them), you’ll first need to search for that person in your Simplero account. Follow the steps below to create their purchase: Select Contacts from your Simplero Dashboard Choose Contacts from the dropdown Locate and select the customer name Locate the Purchases box in the customer's contact screen (should be the second one down) In the upper right corner of the Purchases box, click the Add a purchase link: Select the product you want to add the customer to: You’ll be taken to a screen where you can choose the following options: Price - Choose a price, or make this a free purchase. Billing Address Currency - Choose which currency to charge the purchase in. Company Info - Add the company name and VAT No, if applicable. Subscription Settings - Choose how long they receive access for (depending on the price type you chose), and a minimum commitment period (if applicable): If you chose a Subscription Price: Under When does the current access period end, choose the date you want the price to renew on AFTER they’re charged today. So if today is June 4th, you’ll choose July 4th (if it’s a monthly subscription, for example). If you chose a Purchase (or Lifetime Access price): Leave this whole section blank. Discount - Apply a discount as a Percentage or a Fixed amount NOTE! This discount will not apply to manually created charges Payment Method - Choose which payment method to charge them on. If you need to manually enter their payment information in for them, jump here for instructions on how to do this. The product will now show on the screen, along with any site they have access to, right there. NOTE! If they don’t already have a Payment Method attached to their file, you’ll need to choose Don’t charge the customer yet; Mark the purchase as new - then follow these steps to add their payment method manually for them: How do I add their payment details if they don't have a payment method on file If you chose a Subscription Price: Once you save the purchase, you’ll be taken to the purchase page. Press the Activate (to Paid) button in the Purchase summary box: Make sure the Auto-Renew toggle is turned ON - then press the Manage Payment link under the purchase profile picture in the top right-hand corner: Now you can enter their card information in manually under the Payment information section: Click Continue and it will take you to the Thank You page. Now go back to the purchase page, press Add a charge… and fill out the information to charge them today. Note how we will now charge them on the payment method you just added: Click Create charge, et voilà! We’ll charge them for the first payment today. Make sure the Period ends date and Price selected are correct and all set to charge them for the future instalments: If you chose a Purchase (Lifetime Access) Price: Once you save the purchase, you’ll be taken to the purchase page. Press the Activate (to Paid) button in the Purchase summary box. Press the Manage Payment link under the purchase profile picture in the top right-hand corner. Fill out the customer’s payment processor details: Click Continue, and it will take you to the Thank You page. Now go back to the purchase page, press Add a charge… and fill out the information to charge them today. Note how we will now charge them on the payment method you just added. Click Create charge, et voilà! We’ll charge them for the payment. If you need to give the customer manual access to a site or a page, head to this guide. Automate Creating Purchases from the admin side If this is a process that you will be doing often, you can automate it using one of the following options: Add a trigger to the product to purchase a product without paying, or Create purchase with payment method, and then select the product associated with the access level.  Add a step in an Automation using one of the actions above

Note: If you simply want to collect money from the card your customer has on file, you can do that by following the steps on this guide Updating your customer's card If your customer wants to update their payment method or their card, this can be done in two ways: From your customer's end - This is usually the safest way, so that is the one we would recommend. Your customer can update their payment details by following the steps in this guide From the admin's end - If your customer provided their card details and you want to update them on their behalf. Follow the steps below: Updating your customer's card from the admin end Locate the purchase. This can be done in three ways: Products > Purchases tab > Search for the customer > Locating the purchase via the purchase screen Lists & Contacts > Contacts tab > Search for the person > Locate the purchased product via their contact screen Products > Products tab > Locate the purchased product > Purchases tab > Search for the customer > Locate the purchase via the billing screen Make sure that there is a payment due. If not, and you want to add a future charge, you can Add a charge Scroll down to the Charges & Payments box. Under upcoming charges, you will see a list of all payments that are upcoming. You will see a "charge to" column that will either say "No credit card" or show the last 4 digits of their current card.  Select the 4-digit card number link to edit the card number, and click the Enter new card button in the pop-up screen This will show a screen where you will be able to enter the details for them Done! The new credit card number is now listed as a method of payment.

Sometimes your customers owe you money, but they just don't have all of it, so you'll take a partial payment for now. For those cases, you can use the "Manual Collect" feature, which lets you collect their payment method on file for the amount you choose. To add a payment manually, you will first locate the purchase. This can be done in 3 ways.  Products > Purchases tab > Search for the customer > Locating the purchase via the purchase screen Lists & Contacts > Contacts tab > Search for the person > Locate the purchased product via their contact screen Products > Products tab > Locate the purchased product > Purchases tab > Search for the customer > Locate the purchase via the billing screen Once you have located the purchase scroll down to the Charges & Payments box and click on the Manual Collect... button Complete the payment information in the Manual Collect pop-up screen and click the Collect payment button to save One word of caution, though: With great power comes great responsibility. Collecting this way won't automatically keep your invoices in sync, so you will probably end up in a situation where you haven't issued the invoices for the payments you've received. Just something to watch out for when you do your accounting. If that is the case, you will see a yellow warning similar to the below: If you want to balance your accounting, you can click on Add a Charge to create a charge for the payment you just collected: This will balance the purchase and create an invoice. 

At the End of This Lesson You’ll be able to let customers request and receive refunds automatically within a set time period, without manual approval. Before You Start You already have a product created Step-by-Step Instructions Select Sales -> Products Select the product from your list Go to Settings -> Options Scroll down to the Advanced Turn on the Allow refunds within a certain period toggle Choose: How many days after purchase can a customer request a refund Whether or not they have to communicate with you to get the refund over that period How does it look from the customer's end?  If your customers want to request a refund for the purchase, they can: Go to their Dashboard -> Order History View the purchase On the payment information section, they will see a button to Get a full refund while the refund period lasts.    NOTE! On the user's end, they can view content and listen to any MP3 or MP4 files from the content screen in their account. However, if you have restricted downloads, it won't give them that option until after the refund period.

In this guide... Refunding a Purchase in full and removing access Register a Full refund given outside Simplero Issuing a Partial Refund (Credit Note) No one ever likes to give refunds, but they are a necessary evil in business. Whether you are trying to please a dissatisfied customer or trying to further delight a happy customer. There are going to be times when you will need to process a refund.  Here are the steps you need to take to process the refund.  Please note that when you process a full refund, the customer will lose access to the content given by the product.  If you want them to keep access for any reason you should either Issue a Credit instead OR manually give them access after you process the refund.  Refunding a Purchase in full and removing access Select the Products from your Simplero Dashboard Select the Purchases tab: Search and select the customer's name You will be directed to the customer's purchase screen In the Purchase summary, select the Refund... button The Refund purchase screen will open. Verify the amount you want to refund.  Refund the full amount:  Refund only the last charge (if there's multiple charges to the purchase): Or add in whatever amount you'd prefer to refund on the refund amount: You'll notice that as you adjust the refund amount, the 'keep' amount also adjusts to reflect how much of the purchase you're keeping.  Fill in the Description then decide which transaction you want to refund to: The default will be to the oldest transaction.  You can select newest to oldest if you want to be able to reflect the refund to the most recent charge. If your contact has multiple different payment methods on their purchase, they will list as options to refund to. This is great if they need the refund to go back to a specific card.  Once you click 'Issue Refund', this will return the amount of money you selected, mark the purchase as refunded, and turn off any access to content that the purchase may have granted.  Register a Full refund given outside Simplero We do not advise doing the refund outside of Simplero if the transaction originated in Simplero.  However, if that happens for some reason, you can log the refund without double refunding them.  To do this: Follow steps 1 to 6 in the previous section Once you get to step 7,  instead of selecting the card to return the money to you are going to select the option "Don't touch the money" Once you've selected 'Don't touch the money', you'll see a yellow box saying that we've been paid more than we have charged for. In this case, you will want to click 'Register a payment' to show that you have given the payment outside Simplero: You'll put in a negative amount to show that you paid them and then select the payment processor method you want to have the refund shown under: Make sure to add a comment to the payment to ensure you know how you registered it or just to add additional details about the refund or charge.  Issuing a Partial Refund (Credit Note) From time to time you may need to process a partial refund. Generally, this is because your refund policy limits the amount that can be returned depending on how long they've been in the program. You can follow the directions above to do a partial refund and turn off access. Otherwise, you can issue a credit note.  Select the Products from your Simplero Dashboard Select the Purchases tab Search and select the customer's name You will be directed to the customer's purchase screen In the Charges & Payments box, select the Issue a credit... button The Issue credit note window will open, which is very similar to the refund window. Follow these steps: Select how much you want to refund. Whether it's the full amount, the last charge, or something in between:  Add your Description, then select how you want to issue the credit note:  There will be a warning to let you know how much will be processed to the payment method: Then you'll have the option either 'Keep their Acess' or 'Turn off their Access': When selecting "Refund and Turn off their access", this will lose access to content, and their purchase will be marked as refunded.  When selecting 'issue credit and keep their access', this will send them the refund but allow the purchase to stay active and retain access to any content connected to the purchase.  Once you've refunded and/or issued the credit note, you should send the customer an invoice for that refund right away.  Important note: Each payment processor handles credits differently. Some only allow one credit per transaction, even if you're crediting less than the full amount. In this case, it makes sense to credit to a transaction that matches the amount you're trying to credit. They'll all have some time restriction on how long after a transaction originally occurred you can credit, though the time varies greatly. For this reason, you may want to credit the oldest transaction you can that will still let you credit, so you have the option of crediting again in the future. Sometimes it's a matter of which card the customer wants the money returned to. In that case, you can choose the card they requested. If in doubt, leave it alone, and we'll try to credit from the oldest towards the newest.

Sometimes, your customers may pay you for a product outside of Simplero. It could be that they want to pay you cash, wire you money to your bank account, or maybe even send you money directly through PayPal. If you choose to collect money without them paying directly through Simplero, you will want to register the payment via a manual payment.  Recording the Payment Have the customer purchase the product. You have two options: Option 1 - Create a free purchase. (You can do this by creating a $0 purchase price via a special link or by giving them the freebie link) and jump to step 2. Option 2 - If you have a manual payment processor, you can get them to choose that payment processor when they purchase the product.  If you prefer to add the purchase yourself from the admin side directly. You can do it by following the instructions in this manual.  Click the Add a charge button in the Charges & Payments box of the customer's purchase screen and enter the amount they are going to pay you This will show a charge showing that the customers owes us money: Then once they pay you, select the Register Payment button and enter the amount they paid you outside of Simplero.     This will link the charge with the payment and create a receipt: 

How Do I Stop My Customers Subscription Payments and Keep Their Access Open? Basically, you'll need to remove the period end date.  Depending on if you want to do this for an individual or all participants, follow the "how to" below.  For an Individual Participant Select the Products from your Simplero Dashboard Select the Purchases tab Search and select the customer's name You will be directed to the customer's purchase screen Click the Edit link located on the top right corner above the billing contact information or under the Billing Contact on the right-hand side by the billing address. Scroll down to the Subscription settings section, edit the "When does the current access period end" date and click the Save changes button at the bottom of the screen.   For Multiple Participants in Bulk Select the Products from your Simplero Dashboard Select the Purchases tab Mark the checkbox next to the customer names. Either next to each individual or the one in the top left corner for all. Click the "Select action..." drop-down list and select the "Update period ends at..." option Select the "Current subscription periods ends" date and clear out date. Then click the Update period ends at button to save Super easy! 

How do I migrate customer purchases from another system Say you have a bunch of customers who have already paid through your old system, and now you want them moved over to Simplero so they have access to content, site, emails, or anything else associated with your product. There are several ways to do this. Before you decide on the best option you will want to ask yourself a couple of questions.  Do they still owe you money for their purchase? Do you want to collect information from them that you are not able to export from the old system or that you didn't ask when they first registered? If they still owe you money... Create a secret price for the dollar amount they still owe you. Select Products from your Simplero Dashboard From the Products tab, select the product you want to offer the secret price  Select the Prices tab Add a secret price by clicking the white "Add a list price" button on the left-hand side under the List Prices or the blue + Add a price button in the upper right corner Complete all relevant fields for the secret price such as Name, Type of price, Amounts, etc. For the Type of price, select: Purchase - If it's a set amount they owe you or if you need to set installments to match their current payment plan Subscription - If they pay for access through a current subscription. In the Amounts section, enter the actual dollar amount they still owe you in the Amount on purchase field Set the Access to Secret Link  If you want to add extra security you can set a date it expires by clicking "Campaign price". You can also restrict the Number of seats available Click the Create price to save Send the link to your customers. You will need to grab the link from the pricing screen.  In the Prices screen, scroll down to the Secret Prices section Click on the Grab the link next to that secret price name Send that link to your customer(s) They'll have to go through the regular checkout form, getting a chance to fill out any additional fields you've added, and will put in their payment information.  Once they have completed their purchase you will need to go into your old system and cancel any payment set up over there. Best practice to do this would be to add a trigger to the product to send you a notification email each time someone purchases so that you will be reminded to cancel the original person before you double charge them.  Note: If you are setting this up as a subscription or they still have time before their next installment is due you can set up their secret price with a "free trial" that would end at the time that their next payment comes due.   If they don't owe you money but you want to collect additional information from them... Create a secret price of $0 for your customers.  Select Products from your Simplero Dashboard From the Products tab, select the product you want to offer the secret price  Select the Prices tab Add a secret price by clicking the white "Add a list price" button on the left-hand side under the List Prices or the blue + Add a price button in the upper right corner Complete all relevant fields for the secret price such as Name, Type of price, Amounts, etc. For the Type of price, select: Purchase - If it's a set amount they owe you or if you need to set installments to match their current payment plan Subscription - If they pay for access through a current subscription. In the Amounts section, enter $0 in the Amount on purchase field Set the Access to Secret Link  If you want to add extra security you can set a date it expires by clicking "Campaign price". You can also restrict the Number of seats available Click the Create price to save Send the link to your customers. You will need to grab the link from the pricing screen.  In the Prices screen, scroll down to the Secret Prices section Click on the Grab the link next to that secret price name Send that link to your customer(s)   They'll have to go through the regular checkout form, getting a chance to fill out any additional fields you've added, and they won't have to pay again. If you answered no to both questions and if the participants are not yet in your Simplero Export your participants from your old system into a CSV file Create a list in Simplero and name it "Product Name - Old system Name" Add a trigger to the list that says when Participants are activated to purchase a product for free and then select the Product name Import the CSV to the list If the participants are already in your Simplero Create a segment that includes the participants  Perform an action to the Segment Purchase a product without charging  Select the Product name.  Nerdy option If you have a lot of customers, or you want to automate things, and you have someone who can write code, you can also use our Webhook feature. It is documented at the bottom of this page It does require technical knowledge.

We sometimes get supports tickets along the lines of "my customer doesn't have access and I don't know why." This guide is going to guide you through the things to check to see what the issue may be. Are they logging in with the correct Simplero ID and Password? Have they been given access to the content? Are they logging in with the correct Simplero ID and Password? Try the following: Confirm Correct Login details - Are they using the right email and password? Some customers may have multiple Simplero IDs if they used different emails when purchasing content. -> If that is the case, and they want to, you can send them the guide to merge their Simplero IDs. Verify the email address used -> They might have mistyped their email during purchase. You will notice this if the emails are bouncing in the back end or they are not receiving the emails. If that is the case, refer to our guide on how to change a participants email address. Ask them to try a different browser or device-> Occasionally, there may be a cookies issue, and this would correct the problem.  Have they been given access to the content? If the content they are trying to access is a downloadable file such as a PDF, MP3 or MP4 you want to confirm that it is properly connected to the list or product via the content screen.  If the content they are trying to access is a Membership Site, we want to check a few things: Is the Membership Site connected to the Product? Or, do they get access to the Membership Site through an Automation?  If the Membership Site is connected to the product go back and check to make sure it is actually connected to the product and jump to step 2. If they get access via an Automation to the Membership Site we want to check that the Product itself has the trigger to start the user in the Automation and that they did, in fact,t enter the Automation. You'll be able to see all the people who have entered an Automation by clicking the number in the right hand side bar next to the text "All Flows". Verify that their name is on the list Select Automation from your Simplero Dashboard In the Automations tab, locate and select your automation Locate the Step where the contact is in and click on the contacts or click the number for all contact in the right-hand sidebar under the Contacts You will see the list of contacts and the Flows of the automation Once you've verified that they were given access to the Membership Site, we want to check if they were given access to the specific page they're trying to access: Check your page settings Is it published? If it's published, is it viewable by everyone or just specific products? If it's only viewable by a specific product, is the product that they purchased checked off on the list? Is the page dripped? If so did you also grant them access to that page either via a broadcast, a trigger, or a line in an automation? A quick way to check both steps 1 and 2 is to search for the user in your contacts. Select Lists & Contacts from your Simplero Dashboard Select the Contacts tab Locate and click on the contact name You'll be directed to the contact overview page Scroll down to the Membership sites they have access to section  The first column you will find a list of all the membership sites they have access to The second column under the "Through" tells you if that site was connected to the product or through an automation. If you click the "Manage access" link, you will be presented with a modal showing you which dripped pages in the membership site, the user has been given access to If everything is set-up correctly and the customer still says they cannot access their content, we recommend they make a screencast so everyone can see what's going wrong, and how. We recommend Screenmailer for taking screenshot or screencast as it's super easy for customers to use.

Stripe is an available payment processor that integrates with Simplero.  To utilize Stripe, you will need to set up your account with them and then connect it to your payment processors in your Simplero settings.  Once you have it connected, it will be available for your customers to use.  Stripe will handle all $ received when a customer pays through them. If you need to refund the transaction, you will hit the refund button in Simplero, and Stripe will manage the actual movement of money back to the customer. If you have questions about why you have not received that money or how the money is being returned to the customer, you will need to contact Stripe.  Requirements for Stripe 3DS If you are using Stripe for your payments, then you need to have enabled rules to trigger for 3DS in your Stripe Radar settings. You can find them here in your Stripe Dashboard: https://dashboard.stripe.com/settings/radar/rules Once you turn on these rules, it will automatically trigger 3DS for a card based on the conditions above. But at the end, it is your decision if you would like to enable these settings since you are the one who knows best your business needs. If this is something you would like to explore further, you can check these documents here: https://stripe.com/docs/payments/3d-secure and https://stripe.com/docs/radar/rules#request-3d-secure Incomplete transactions in Stripe In newer versions of the Stripe module for Simplero, you will sometimes see incomplete or canceled payments in your Stripe dashboard which have the label ‘Incomplete’. This is expected behavior. The reason that these payments are created is because of the transition from the legacy Stripe Elements to the newer PaymentElement. With the new PaymentElement, a PaymentIntent must first be created before the element is displayed. This initial PaymentIntent has an Incomplete status when it is created, and they are not associated with a Simplero order yet because an order has not yet been placed. You can learn more about it in Stripe Support: Third-party integrations.

If PayPal payments show as completed in PayPal but aren’t registering in your Simplero account, you likely need to turn off the IPN (Instant Payment Notification) setting in PayPal. Simplero doesn’t rely on IPN—it uses its own method to confirm payments. When IPN is enabled, PayPal may send duplicate or conflicting messages that confuse Simplero and mark transactions as abandoned. Turning off IPN helps Simplero track payments cleanly, without interference from PayPal. NOTE! PayPal purchases may still go through with IPN on because the integration was working. But PayPal sometimes changes how they send notifications, or other factors—like outdated settings, account changes, or server issues—can disrupt that flow. Disabling IPN often resolves the issue. This change won’t affect past PayPal payments, but it should allow new payments to start showing properly in Simplero going forward. Here are the steps provided by PayPal to turn off IPN: Click your name top right corner >> Account Settings Click Notifications >> Instant Payment Notifications (IPN) >> Update Put in any Notification URL (http://example.com), choose "Receive IPN messages (Enabled)", and press Save. 4. Now select "Turn Off IPN"  5. Confirm Turn Off IPN You should now see this screen:  Et voilà! Now things should work as expected 🪄

There can be three reasons for this: The customer is paying via PayPal, and the payment processor is set to request manual payment (instead of automatic). Bear in mind that automatic PayPal payments are only allowed in certain Simplero plans.  You have a payment processor that doesn't support recurring/subscription charges (with Nets, you need to have a separate agreement with them). The charge is declined because the card has expired, there are not enough funds, the card is revoked, or the issuing bank is having a bad hair day (LOL). If this is the case, you'll see the message we get on the invoice, on the purchase, and in more details under Transactions. What you see is all we know.  

Giving Money Back to a Customer Sometimes you'll be in the position of needing to give the money back to a customer.  It happens.  Maybe they purchased using the wrong price or decided they didn't want your course anymore.  Maybe you are granting them a discount after-the-fact. There are several ways to give the money back to a customer. Which one you pick will depend on your exact situation.  Refund You can choose the amount to refund (can be full or partial) This will always cancel the participant's access to membership sites if access was granted through the product If you've already paid them back (in cash, or otherwise, outside of Simplero), you can choose 'don't touch the money' and we won't send them money back, but we will note that the purchase has been refunded and cancel their access Watch a Refund in Action. Issue a Credit You can choose the amount to credit You can choose whether or not to cancel their access to any membership sites that was granted to them via the product If you've already paid them back (in cash, or otherwise, outside of Simplero), you can choose 'don't touch the money' and we won't send them money back, but we will note that the credit has been issued Watch a Credit in Action. Return Money You can choose the amount to return You cannot cancel access to membership sites this way If you've already paid them back (in cash, or otherwise, outside of Simplero), you can choose 'don't touch the money' and we won't send them money back, but we will note that the money has been returned For all of the above options, if you choose 'don't touch the money', Simplero will not generate an invoice for the customer.  If you do have Simplero initiate a money transfer in any way, then Simplero will generate an invoice and send it to the customer.  Possible Problem: We've Been Overpaid Simplero will always try to ensure that the payments and charges are in balance.  If the system thinks that you owe someone money it will tell you so.  This happens if you return money to someone, or issue them a refund or credit without 'touching the money'.  This looks like the following: To resolve this, click the "Register Payment" button to tell Simplero that you have already given the person back their money.  A screen like this will appear.  Tell the system (by using a negative amount) that you have given the person the money and fill out the other fields as applicable.  Troubleshooting Payments People often need to understand exactly 1) what is expected to happen with a purchase and 2) what did happen with that purchase. The tabs in the Charges & Payments section of the purchase record will spell it all out.  It looks like this.   Click through the tabs to learn the details. Charges - What Simplero thinks you are owed, or what you owe the customer. Payments - How the money actually flowed.  Statement - Charges and payments chronologically, with a running balance. Transactions - The underlying credit card or other online payment transactions. Transactions are the one you really want to focus on if you are troubleshooting.  Open this tab, and then click on the TRX ID number to see exactly what your payment processor told Simplero about this payment.  If your issue is not addressed by this guide, please see this one about troubleshooting payment processor issues.

Custom fields on order forms are a great way to collect information you want to know about your participants. Maybe you are a business coach wanting to know more about their business or maybe you're a yoga instructor wanting to know what level your student is.  Where does this information go after your participant has completed their order form? The information is found in your customer's purchase screen. This can be accessed through the Purchases tab under the Products. Select Sales from your Simplero Dashboard Select Products from the dropdown menu Select a product from you products list Select the Purchases tab or Participants tab Select the customer's name  Scroll down to the Participant section and you will see all the questions you have asked and answers View Custom Fields on a Table You can also view this information on the contacts page (or any page with a list of contacts) by adding the custom fields as columns. To do that, click on the column icon on the right hand side: Then search and select your contact fields: You can then download the list of contacts, including the custom fields

We do everything we can to catch common typos (like gmial.com), but we can't catch everything. Sometimes people just hit the wrong keys. WARNING! - This will create a different Simplero ID linked to the new email. If your member has a Simplero ID that they want to keep, first they will need to follow the steps in this guide to change the email linked to their ID. After they do that, they will need to let you know so you can follow the steps on this guide and make sure they keep access to their content/emails.  Correct or Update a Contact's Email address Select Contacts form your Simplero Dashboard Select All Contacts from the dropdown menu In the Search field, enter your contact's name Click on the contact and you'll be directed to the Contact Info page Click the Edit hyperlink as shown in the picture below In the Contact info page, type the new Email address Scroll down to the Purchase and participant info section and check all the places that the email address needs to be updated Click the blue Save changes button While in the Contact Information page, scroll down to the Purchases section and select from the purchase list Scroll down to the Participant section and remove the Simplero ID: Also, if the switch next to "Emails:" says "OFF", which it might do if the email has bounced, switch it back to "ON" Once that's done, you can send a new one Once that's done, you'll see the new Simplero ID 

If you want to test the opt-in or purchase process the way your customers see it, you need to use a "clean" browser where you're not already logged in using your admin credentials. Otherwise, Simplero will know you are an administrator and will behave differently.  1. Use an incognito or private window There are two ways to do this: You can either use a different browser (e.g. if you're using Safari, switch to Chrome) You can use the "Private Window" or "Incognito" feature of your current browser to open a new window where you're not logged in. If you are testing purchases, it might be helpful to test with a Freebie link, unless you want to run the money part and pay for it yourself. You can find the freebie link by clicking on the top right side of your product page and choosing 'freebie link'. ‘ RIGHT+CLICK on the Order form - then select Open link in incognito window This will open your order form in a new Incognito Window. 2. Use a test email Make sure you use a different email than the one associated with your main Simplero ID if you want to test issuing of login credentials. If you don't have one, you have two options to do this: Option 1 - use the + symbol to create  a new test email For this example - the email address is doug@mydomain.com. I created a test email address of doug+TestEBook@mydomain.com You can add + and any combination of text and/or numbers before the @mydomain in your email address, and the email will be delivered to your normal email address. We use this in support when we are testing on member sites. Here are some examples of are valid email addresses. doug+test@mydomain.com, doug+1, doug+test1, doug+01, etc. These emails will create a new contact record in Simplero and still be sent to your normal email address! Pretty cool, huh ? Option 2 - Create a temporary email You can create throw-away emails at mailinator.com. Here, you can create temporary email addresses that will be automatically deleted after a few days. 3. Access your content using Incognito Mode (if you gave access to a site or course) Once the purchase is complete, you could receive from zero to three emails: If you paid money, you'll receive an invoice/receipt If there's a site for the product, you'll get an email with the login information and a link to the site (unless you have deactivated this) If there's an immediate auto-response for the product, you'll get that too Open those emails in incognito or private mode (or while logged out). Otherwise, when you click the links in the emails, the system will automatically log you in as an administrator.  Why do you have to be logged out? Because if you're purchasing while logged in, we'll assume that you want to use that Simplero ID with your new purchase, so everything's together. We have a single login system for everything in Simplero. We don't differentiate between logins for managing your shop vs. login to access content, vs. other things. One login gives you access to everything you have access to on Simplero. That makes it much easier for everybody, not having to log in and out all the time.

What is Store Credit? Let’s say your customer overpays their subscription. Instead of giving them a refund, you can give them store credit to use on their next installment. Similar to the way this works in a brick and mortar business, store credit is extra money the customer pays that can apply to future purchases for that customer instead of being refunded. Store Credit When Upgrading/Downgrading Store credit is applied to a purchase when the customer downgrades to a cheaper price or switches to a cheaper Membership Level. The system will prorate the extra amount they paid as store credit for the customer. See our guides on Upgrading/Downgrading Your Subscription and Membership Levels. Downgrading a Subscription Price When the customer downgrades their subscription to a cheaper price via their Manage Payment page, they’ll see the amount of store credit to be applied under the Prorated credit section: After they change their subscription, the purchase page will show as follows: The system will now pull the payment from the store credit amount for the charge each period before it switches back to charging the customer’s card. Downgrading a Membership Level If the Membership Level settings for “When should the upgrade/downgrade apply?” are set to Immediately, this means the system will issue store credit when they downgrade: When the customer downgrades their subscription to a cheaper Membership Level via their Manage Payment page, they’ll see the amount of store credit to be applied under the Prorated credit section: After they downgrade their membership level, the purchase page will show as follows: The system will now pull the payment from the store credit amount for the charge each period before it switches back to charging the customer’s card. Manually Transferring Store Credit to a New Purchase Store credit can also be manually transferred to new purchases. For example, let's say the customer overpaid $200 when purchasing from you: They can be given store credit and then the Admin on the account can manually enter those $200 onto the next purchase that the customer makes. To mark the over-payment as store credit: Go to the customer’s new purchase where you want to add the store credit, and select the Register payment… button: Add the amount as a positive number to signal that THEY paid YOU this amount. Select Store Credit under the Method, add a Comment if you prefer, and then press Register payment: Note how the purchase now shows that it will run the next charge at the end of the period using the available store credit: Note: This will show a yellow warning in the purchase stating that we’ve been overpaid. This is expected and will disappear as soon as the store credit is used. The reason for this is that the system understands the store credit as a payment so there will effectively be more amount paid in the account than invoiced. Important: You cannot refund store credit that’s been issued on a purchase! If you try to return the money, you’ll see the following error: You’ll need to follow the instructions above to manually apply the store credit to a new purchase instead.

Once a sale is made, it creates a purchase. Understanding purchases is important as this will give you a lot of valuable information about your sales. We will cover all of this in this lesson. If you prefer written instructions, you can start by checking our Purchases 101 guide. You can then check how to understand a purchase summary box. Sometimes you might need to issue a refund or deal with an issue from an existing purchase. You can check our written guides on editing a purchase, moving a purchase to another product, adding a charge to an existing purchase, and full and partial refunds. If you need to create a manual purchase, check this guide. Having issues with purchases? Check the troubleshooting payments and refunds guide. Note: The video mentions Receipts which are now called Invoices in Simplero.