Adding Products to a Customer's Account
  • 19 Sep 2023
  • 1 Minute to read

Adding Products to a Customer's Account

Article Summary

Aside from selling products through plan components or customers purchasing products directly from the Members Portal, you can also manually add products to a customer's account from the Admin Panel.

For example, a member used your catering service twice in a day but was only charged for it once. You can correct that by manually adding a catering product to their account.

  1. Log in to the Admin Panel if you aren't already.

  2. Click on the relevant customer.

  3. Click Sales > Product.

  4. Click Add product.

  5. Select a Product.

  6. Enable the Activate immediately toggle if you want the customer to be able to use the product's benefits straight away.

If you leave the toggle disabled, the customer won't be able to use the product until it is invoiced.
  1. Define the product's Quantity and Price if you want to sell the customer more than one unit or sell them the product at a specific price.

  2. Select a Billing option based on whether you want to charge this product once or on a recurring basis.

  3. Select a Do not invoice before date if you want the customer to be invoiced for the product past a certain date.

This date only acts as a buffer to prevent the product's charges to be added to an invoice before a certain date.

For example if you set this date to the 5th, the customer won't neccesarily be invoiced for the product on the 6th unless you manually create an invoice for their purchase on that day or they're automatically invoiced because their contract's next invoice date falls on the 6th.

  1. Click the Save button. 

Repeat the process for every other product you want to add to this customer's account.