Order forms are a standard method for customers to purchase your products. You also can manually log a transaction if you need to charge or record a payment without charging your customer. Logging transactions is helpful when recording a sale made at a trade show, accepting cash or check payments, or replacing a voided transaction.

The ability to collect payments is  available at some account levels. Check out our pricing page to learn more.

Table of contents

Log a transaction
• Charge transaction on a later date
• Change currency
Create an offer
• Add an offer
• Delete an offer

Log a transaction

Logging a transaction allows you to charge immediately, charge at a later date or not charge your customer.

1. Go to your contact’s record and click Log transaction from the action menu.
2. Click Add product and select a product, or click New product to create a new one.
3. (Optional) Adjust the price of your product.
4. (Optional) Toggle the tax setting on and customize your tax rate.
5. (Optional) Customize your payment options.
6. Choose how you want to log the transaction. In the “I would like to” dropdown, select from:
   • Charge credit card — This option allows you to collect payment from your customer. In the Card information section, select your customer’s credit card number, and in the invoice details section, select your payment gateway.
   • Log offline transaction — This is how you log the transaction without charging your customer.
7. Select your preferred invoice from the Invoice template dropdown.
8. Click Submit.

Charge transaction on a later date

Back to top

Choose a future date to charge your customer or log an offline transaction.

• Follow steps 1-7 above to log a transaction. Then click  next to “Today’s total” and pick the date you’d like to process the transaction.

Change currency

Back to top

Every account has a default currency. With the multi-currency support feature, you also can choose from 157 currencies when you log transactions using the Stripe gateway.

1. Follow the steps 1-7 above to log a transaction.
   • Confirm that the gateway selected in your settings is a Stripe gateway.
2. In the Currency dropdown, select the currency you’d like to use.
3. Adjust the product price to be accurate for the currency you’ve selected.
   • If you add a product with a price saved, the price won’t automatically convert to the new currency.
4. Select your preferred invoice from the Invoice template dropdown.
5. Click Submit.

Create an offer

Back to top

You can save the products, quantities and prices of frequently used transactions as “offers” to quickly add to other manual transactions or order forms. 

1. Click on the contact's name in Contacts to open the contact record.
2. Click Log transaction from the actions menu.
3. Add to the product grid the products, pricing and quantities that make up your offer. Leave the billing details blank.
4. Click Save offer.
5. Name the offer and click Save.

Add an offer

Back to top

Select an offer from the “Load a saved offer” dropdown.

Delete an offer

Back to top

Hover over the offer you want to delete in the “Load a saved offer” dropdown and click   → Delete.