You can easily place an order for a new or existing member. 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
- In the Payment Options dialog box, you will need to select a Product to Purchase from the drop down menu. For example, the products, One-Time Purchase Early Bird and One-Time Purchase are will appear because they are associated with the bundle Additional Content. These products contain different billing details necessary for charging the customer. Select the appropriate product.
- Next, the product's billing description will appear and you can make sure that you have selected the correct product.
- This step is optional. Add names of affiliates that might be linked with this sale.
- Then click this button .
- You will now be taken to the the checkout page. Enter in the member's account information and billing details, unless the order is for a current member, in which case, the fields in this section will be pre-populated.
- Then, click the button.