Manual Product Purchase

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:

1. Select Contacts from your Simplero Dashboard

2. Choose Contacts from the dropdown

3. Locate and select the customer name

4. Locate the Purchases box in the customer's contact screen (should be the second one down)

5. In the upper right corner of the Purchases box, click the Add a purchase link:
   
   
   

6. Select the product you want to add the customer to:
   
   
   

7. 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.
     
     
     
     

8. 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 in manually for them:

If you chose a Subscription Price:

1. Once you save the purchase, you’ll be taken to the purchase page.

2. Press the Activate (to Paid) button in the Purchase summary box:
   
   
   

3. 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:
   
   
   

4. Now you can enter their card information in manually under the Payment information section:
   
   
   

5. Click Continue and it will take you to the Thank You page.

6. 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:
   
   
   

7. Click Create charge, et voilà! We’ll charge them for the first payment today.

8. 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:

1. Once you save the purchase, you’ll be taken to the purchase page.

2. Press the Activate (to Paid) button in the Purchase summary box.

3. Press the Manage Payment link under the purchase profile picture in the top right-hand corner.

4. Fill out the customer’s payment processor details:
   
   
   

5. Click Continue and it will take you to the Thank You page.

6. 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.

7. 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.

Manual product purchase for a group

1. Select the contacts on the contacts page (alternatively, Create a Segment that includes the participants)

2. 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)

3. Select product and price

4. Choose the date of the next charge