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Manual Payments

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k.mihanetzis

16 Sep, 2011 09:24 AM

We offer a number of subscription based services. Some clients prefer to make a bank wire deposit for their subscription to renew it before it ends. Some other pay in advance with checks.
How can we add a deposit (manually) to have the plan renewed?

Best Regards,
Konstantinos

1. 1 Posted by adam on 28 Sep, 2011 02:36 PM

   

   Hi Konstantinos,

   If you visit that customer's page in your CheddarGetter dashboard, you'll see a button for "Add Credit or Charge". When you have a customer that pays offline, I would suggest just visiting their customer page and setting the credit for the amount they paid.

   If they paid you $20 for a service, go to "Add Credit or Charge", set the code to anything you'd like (I'd recommend OFFLINE), quantity to 1, and amount to the negative value for the payment.

   I attached a screenshot showing how it might look for you.

   There is also the option of setting those users up on a Free Plan in order to track their usage, using our email notifications to remind users to send you a check, then handling the offline payments outside of CheddarGetter.

   By the way, we're working on developing a more integrated workflow for accepting offline payments more automatically. But this should work in the meantime.

   • Screen_shot_2011-09-28_at_10.33.10_AM.png 38.5 KB
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2. adam closed this discussion on 28 Sep, 2011 02:36 PM.