How to work with purchases
Cancel, refund, or make free.
Issue credit notes, incur additional charges, register payments, and return money to the customer. All is explained right here.
1. Search for your customer in simplero
2. Click on their name
3. Scroll to the second section "Purchases" and Click on the purchase you want to work with.
4. The first box is the purchase summary.
5. The Second box is Charges and payments
6. The third box is the Participant box where you can View how they answered questions on the order form, Manage space access, and Trouble shoot password issues.
7. The fourth box will tell you all emails that have gone to the participant via the product in the purchase
8. The fifth box is the clients activities associated to the purchase.