Managing customer payments manually through an admin panel can be a crucial aspect of running an online store or business. Whether it's for processing custom orders, handling specific customer requests, or managing invoices, having a clear process in place is essential. In this guide, we'll walk you through the steps to charge customers manually using an admin panel.
Step 1: Login to Your Admin Panel
Start by logging into your admin panel. This is typically accessed through a URL specific to your store, such as store-name.yourdomain.com/admin. Enter your credentials to log in.
Step 2: Navigate to Customers
Once logged in, navigate to the Customers section within your admin panel. This is where you can manage customer accounts and details.
Step 3: Create a New Customer (If Needed)
If the customer you want to charge manually doesn't already exist in your store, you'll need to create a new customer profile. Click on the "Create New" button and fill in the required details such as email, a random password, first name, and last name. Then, click "Submit" to create the customer profile.
Step 4: Go to Orders
Next, navigate to the Orders section in your admin panel. This is where you can create new orders and manage existing ones.
Step 5: Create a New Order
Click on the "Create New" button within the Orders section to start creating a new order.
Step 6: Select the Customer
In the new order form, select the customer you want to charge manually from the customer dropdown menu. If you've just created a new customer profile, they should appear in this list.
Step 7: Add Items to the Order
Click on the "Add Item" button to add products or services to the order. Select the appropriate product(s) that the customer is purchasing.
Step 8: Set Payment Status to Pending
In the order form, set the Payment Status to "Pending" since this order is still awaiting payment.
Step 9: Submit the Order
Once you've added the items and set the payment status to pending, click "Submit" to create the order.
Step 10: Charge Order Manually
After submitting the order, a new button labeled "Charge Order Manually" will appear. Click on this button to proceed with manually charging the customer.
Step 11: Select Payment Collection Mode and Method
In the manual charge interface, select the desired payment collection mode (such as request payment, auto charge customer, charge immediately) and the specific payment method you'll be using to collect the payment from the customer.
Step 12: Create the Invoice
Click on the "Create Invoice" button to generate an invoice for the order and initiate the payment collection process based on the selected payment method.
Step 13: Confirm Payment
Once the invoice is created, the customer will be charged according to the payment collection mode and method you've chosen. Verify the payment details and confirm that the transaction has been processed successfully.
Step 14: Monitor and Edit the Invoice (If Needed)
If you need to monitor or make any edits (Only if the Collection mode was request payment or auto charge) to the invoice, you can do so by clicking on the "View Invoice in Stripe" button next to the Stripe Invoice ID.
By following these step-by-step instructions, you can effectively charge customers manually through your admin panel, ensuring smooth and accurate payment processing for your business. Customizing the payment collection modes and methods based on your specific requirements allows for flexibility and convenience in managing customer transactions.
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