Purchasing Products Outside of Plans

Once you have created your One-time and Physical goods to be able to be purchased outside of a Plan, the following steps will walk you through purchasing a product(s).

1. From the Customer tab, locate your Customer and click on Details.
2. From Customer Dashboard, click Add Purchase.
   
   
3. The Create Purchase page, complete the following:
   
   
   
   • Change Name and/or Description.
   • Change default price via Override Price.
     

     Note: You can change the type of pricing model the product uses on a case-by-case basis. Click Override Price to get the option to change the Pricing Model; you can then enter all of the information for the Pricing Model you wish to use.

   • Change quantity via Change quantity.
   • Add a Discount.
   • Add a Coupon.
   • Modify Earning:
     
     • Earn immediately
     • Earn over a custom period (Populate options accordingly)
       
4. Once completed, click Add.
5. The Pending Purchases page displays the draft product.
   
6. To purchase products, select the products to purchase and click Buy Selected Purchases.
7. On the Invoice Options window, click the corresponding selection:
   
   
   • Buy Now will set the purchase up to immediately attempt to collect from the customer's default payment method. If no payment method is on file, the option to Complete Purchase will not work on the following screen.
   • Follow Billing Terms will follow the customer or account's Net terms and only collect on the due date. If the customer or account is set to Net0 terms, Stax Bill will still attempt to collect immediately when the invoice is posted.
8. On the Purchase Confirmation window, review and click the appropriate selection.
   
   
   • Complete Purchase will automatically post the previewed charges.
     • If there is no payment method on file, and either Buy Now was selected, or the customer/account is on Net0 terms, this will fail.
   • Purchase without Auto-posting will create ready draft charges that can be modified, posted afterwards, or can post on the next subscription invoice. This button can be used without a payment method on file.
     • If "Follow Billing Terms" is selected, it will place on any existing draft invoices. If there are no existing draft invoices, they will remain in the ready draft state until the next subscription invoice is posted and will appear on that invoice.
     • If "Buy Now" is selected, a new invoice will be generated for this charge.
   • Cancel will close the window without taking any action. Unless a purchase is completed, the purchase will remain in draft, and nothing will happen.

   If you receive the message: "Error completing the purchase: Unable to complete the purchase, the balance would exceed the threshold and/or customer has no payment method on file." The customer does not have a payment method on file when it attempted to collect simultaneously. Instead, select Purchase without Auto-Posting and post the resulting ready draft invoice afterwards.

9. If you selected Purchase without Auto-Posting in the previous step, visit the Draft Invoices screen. There will be an invoice from the processing date in a 'Ready' State. Click Details and then choose Post Invoice at the bottom of the screen.