Adding Products to a Customer's Account

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.

Log in to dashboard.nexudus.com if you aren't already.
Click Operations > Members and contacts.
Click on the relevant customer.
Click Sales > Product.
Click Add product.
Select a Product.
Add any relevant Notes.
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 and its linked benefits until it is invoiced.

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 different price.
Toggle on Adjust the price of this product if invoiced alongside a prorated contract if you're selling and invoicing this product at the same time as a plan to prorate its price based on the number of days included in the plan's first billing cycle.
Under Billing, select whether you want to sell this product once or on a recurring basis.

If selling on a recurring basis, you must define the frequency at which you want to invoice the product, and then define the date it should Repeat from and Repeat until.

For example if you want to invoice this product monthly for 3 months, you should set the product to invoice every 1 month, set the Repeat from date to the first time you want to invoice it and the Repeat until date to the last time you want to invoice this product.

Select an Invoice on date if you'd like to invoice the product on a specific date.

Make sure you also define a Do not include in any invoices before date if you define an Invoice on date.

This will prevent the product charge from being picked up by any automated invoicing, such as plan renewals.

Select a Do not include in any invoices 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.

Edit the Sale date if required.
*The Sale date is the current date by default. *
Click the Save button.

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