Creating Manual Transactions

When to Manually Create Transactions

There are two main reasons why you would want or need to manually create a transaction for a user. These are explained in greater detail below, but they are:

1. If you want to give a user access manually to any subscription.
2. If you want to add a transaction to an existing recurring subscription - like if a transaction is not added properly to a subscription by the gateway. 

Video Overview

This video explains both how to create a manual transaction in MemberPress and possible reasons as to why you might need to do this.

Steps to Create a Manual Transaction

If you want to give a user access manually (NOT associated with an existing recurring subscription):

1. Go to MemberPress -> Transactions.
2. Select Add new at the top of the page.
3. Leave the auto-generated ID for the Transaction as is.
4. Select the user you would like the transaction to be associated with. You can start typing in the username and available options will pop up.
5. Select which Membership the transaction should be associated with.
6. Add the transaction amount. This can be the membership amount you are adding them to, but generally, you will want to leave this as $0.00 since no amount will be billed.
7. Select the status of the transaction from: Complete, Pending, Failed, and Refunded. To give the user access, this must be set to Complete.
8. Leave the gateway set to Manual.
9. Leave the subscription section blank.
10. Add the Created Date. The date you set here is the date it was created. This can be a date in the past if you'd like, but it cannot be a future date.
11. Add the Expiration Date. The date you set here will be the date at which the user will lose access to your protected content based on Membership.
12. Select Create.

If you want to add a transaction to an existing recurring subscription:

1. Go to MemberPress -> Subscriptions.
2. Search for the users subscription you would like to add the manual transaction to.
3. Hover over the subscription's unique ID and click on the, "Add Txn," link.
4. Enter in the Transaction ID. This should be the transaction ID from the gateway processor the user paid through. If you are just trying to give the user temporary access, just leave the transaction ID as the auto-generated option.
5. Important: If the subscription id is a default subscription id (i.e. is starts with mp-sub) then you need to update it to match the one in the payment processor or rebills will not be recorded properly.
6. Select which Membership the transaction should be associated with.
7. Add the transaction amount. This should be the amount the user was billed. Remember, no amount will be actually be billed when adding this transaction.
8. Select the status of the transaction from: Complete, Pending, Failed, and Refunded. To give the user access, this must be set to Complete.
9. Select from the drop down the gateway the user paid you through. This can only be an actual gateway on your site.
10. The subscription ID should already be added, do not change it.
11. Add the Created Date. The date the transaction occurred
12. Add the Expiration Date. The date you set here will be the date at which the user will lose access to your protected content based on Membership. This should be the date at which the user's transaction will expire in the gateway. Or the next billing date if the user is on recurring payments.
13. Select Create.