1. Navigate to Orders

2. Click “Add Order” at the top of the screen
3. Complete the “General Details” area

• Order status: If you want to give immediate access to course content, first set the status to “Completed.” After you have created the order and saved it, then set the status to “Pending Payment” to enable the “Pay” link in the Client’s Account area.
• Order status: If you want to first require payment to access the course content, set the status to “Pending Payment” initially.

4. If adding an order for an existing customer, search in the “Customer:” field for the customer.
5. If adding a new client, leave “Guest” selected in the “Customer:” field and click the pencil icon next to the “Billing Details” area and fill in the details.

6. Set the payment status accordingly. In most cases this will be “Not Paid”
7. Click the “Create” button in the upper-right corner.

1. If the order still requires payment, set the “Order status:” to “Pending Payment.” This activates the “Pay” link in the Client’s Account area and also sends an email with a pay link.
2. If you need to modify the items in the order, make sure the status is first set to something other than “Completed.” You can now modify the price and quantity, add discounts and add additional items. To modify the quantity or price of an item, hover over the item and click the pencil icon that appears. Be sure to click “Recalculate” after modifying the order items.