How To Add a Transaction To a Subscriber's Account
Click the ‘Customer’s tab in the Client Portal
Click the ‘Add New Customer’ button in the top right corner
Fill out the user’s information:
Click ‘Create’
If the system won’t allow you to create a user, it’s most likely because they already have an account. Go back to the ‘Customer’s tab and search for the user via email or name
Once the user has been created, click the ‘Transactions’ tab under the user
Search for the subscription that you want to give the user and then click ‘Select’
The screen below will then show up:
Click ‘Add a transaction’
This screen will then show up
Under ‘Discount %’ make sure you always enter 100 because you don’t want the user to have to pay for the account
Under prices, ensure you have selected the correct price.
Lastly, click ‘Add’
You will be able to see that the transaction has been added under ‘Customer Access’
