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Editing a Purchase

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...

  1. Locate the purchase either within the Product or via the Purchases tab under Products

  2. You will be taken to the Purchase screen.

  3. In the upper right-hand corner of this page, click on the Edit button. 

  4. You will be directed to the Edit screen. From here scroll down until you locate the area you want to update

  5. Scroll down and click the Save changes button

Updating a Discount

  1. 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 installments then the amount you will put in is $360. 

  2. If you are updating a "Subscription" then you will put in the discount amount that comes off the installment and you can check the box to apply to future installments. 

  3. Once you have saved your changes you will need to go in and manually update any invoices that have already been generated on a completed purchase. This will not occur automatically by updating the purchase. 

Other Things to Note

  1. If you are updating currency you will need to make sure all currency options are set up in your account settings

  2. If you are updating the date of the current access period, this will affect when the contact is billed next. 

  3. If you are 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. 

Last updated 21 Jul 2023.