How to manually create a transaction record

This article explains how to manually create a transaction record in Learnybox.

Use it when a customer pays outside a Learnybox-created offer, and you still want to record the sale, link it to the customer profile, and trigger optional access or affiliate actions if needed.

A transaction number is generated automatically. The current date and time are also set automatically, but you can edit them if needed.
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Fill out the following fields to define the transaction:

Select the payment method used by the customer.
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Choose the appropriate transaction status, such as:

Tip: If the customer paid by check, you can set the transaction status to Pending payment so the transaction is not immediately validated. You can then manually update this status once you have cashed the check.

Select the currency for the transaction.
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Add the transaction’s product details, including:

You can add more than one product if needed.

Fill out the customer details in the Customer information section.
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Enter the customer’s email address. If the email address matches an existing customer, their details are auto-filled. If no matching customer is found, fill out all required customer fields manually.

You can configure automated actions for the customer if needed.
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You can choose whether to:

If the sale was affiliate-generated, select the corresponding campaign and affiliate.

This allows Learnybox to generate the commission.
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Lastly, you can choose to have the invoice automatically emailed to the customer when the transaction record is created.
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Once all information is filled out, click Confirm (bottom right) to save your new transaction record.

The new transaction record appears in your transaction list and is automatically linked to the customer's corresponding user profile.