Learnybox allows you to manually create transaction records — for example, when a customer performs payment externally (not through one of your Learnybox-created offers).
Navigate to:
Sales → Orders & invoices → Transactions tab
To Create a Transaction Record:
Click Add to create a new transaction.
A transaction number will be automatically generated, and the current date and time will be automatically set.
You can edit this information if needed.
Fill out Transaction Details:
Fill out the following fields to define the transaction:
Payment method
Note: If the customer paid by check, you can set the transaction status to pending so it’s not immediately validated.Transaction status
Choose from valid, pending, canceled, refunded, etc.Currency
Select the appropriate currency for the transactionProduct details
Quantity sold
Product name
Total price excluding VAT
VAT rate
Total price including VAT
Customer details
Enter the customer’s email address. If it matches an existing customer, their details will be auto-filled. If not, fill out all required fields manually.Automated actions (optional)
Choose whether to grant access to a course, assign credits, register the customer for a live webinar, etc.Affiliate information (optional)
If the sale was affiliate-generated, select the corresponding campaign and affiliate to generate a commission.
Once all the information is filled out, click Confirm to save the transaction. The new transaction record will then be displayed in your transaction list and automatically linked to the corresponding user profile.