Place an Order for a Member

You can easily place an order for a new or existing member. You would use this method if the member does not already have a card on file, or wishes to use a different payment method.

You will do this in the Payment Options dialog box that will pop up anytime you are preforming an action that requires payment, such as, creating a new member for a paid membership level, changing a current member's paid membership level or applying a new bundle to their account.

How to Place an Order for a Member
  1. (If you are creating a new member, then skip steps #1 & #2) Go to the Manage Members menu and search to find the member you need to send a purchase link to. Click on that member's email address to go to the Member Details interface.

  2. Once in the Member Details, click on the Access Rights tab. Select the Membership Level or Bundle that the member needs to purchase.

  3. The Payment Options dialog box will appear. In the Payment Options dialog box, you will need to select a Product to Purchase from the drop down menu. If there is more than one, these products contain different billing details necessary for charging the customer. Select the appropriate product.

  4. Next, the product's billing description will appear and you can make sure that you have selected the correct product.

  5. (Optional) Add names of affiliates that might be linked with this sale.

  6. Then click on Enter Customer's Billing Information .

  7. You will now be taken to the the checkout page. Enter in the billing details, just as any customer would.

  8. Then, click the Submit Order button.
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