As an admin, you can purchase items on behalf of a client directly from their account. This allows you to register account members for activities, memberships, merchandise, and more — with the added flexibility of bypassing store restrictions and managing payment options that may not be available to clients.
To purchase something for a client, go to their account and click Add Purchase. This opens a shopping session in Admin view, where you can purchase items for account members and bypass restrictions. Orange buttons are exclusive to this view.
Once in the store, select the tab for the type of item you want to purchase (Activities, Memberships, Merchandise, etc.). Click the item, and if purchasing an activity, select the program, then the specific activity, and click Register.
Then, select who this purchase is for. If the account member's name isn't listed, click Add another person.
If an installment plan is available, select whether to pay the full amount now or in installments.
If you do not have the client's online payment information and installment options are available, always select to pay the full amount now. At checkout, choose Skip and pay later, then create custom installment payments directly in the client's billing.
Go to Checkout
When it's time to go, click View cart and then Checkout. On the order form (step 1), admins with the right permission can add custom fees or rebates to the invoice.
At Step 2, answer the questions on the registration form. You'll have a form to complete for each account member that is registering. Luckily as an admin, you might not have to complete that form ;)
When you select an amount to pay:
You can pay $ online with a client's saved credit card or eCheck only if your organization is authorized. This includes updating an expired credit card at checkout.
You can pay $ offline and record the payment right now, or you can skip and pay later if you prefer to make a payment in the client's billing a bit later.
✉️ A notification is sent to the account owner's email (you can see this email in the Account members tab, under the member's Personal info) If no email address is recorded there, an email is sent to the account owner's username email address.
👉 Do you need to create manual invoices to charge extra fees? Learn more here.