How to Create a Manual Order in ClickFunnels 2.0

How to Create a Manual Order in ClickFunnels 2.0:

Manual Orders are one of the ways to process an Order through your ClickFunnels account; as the name suggests, you will need to manually select a customer, products, shipping address, billing address, and payment method, among other particularities of an order.

To successfully create a Manual Order, follow these steps:

1. Go to Customers from the left side menu, then click Orders.  Find the Create Order button on the right-hand side and click on it. This will open a new order page. (You will have the option to create a live order or a test order)
   
2. Now, let’s select the product(s) you want to add to this order. Click under +Add Products. Select the products you would like to add to this order from the Choose an Existing Product pop-up menu and click under Select. Then, select a Customer for this order. In the search box under "Customer" start typing the email of your customer, your click + to Create a New Contact. Important Note: You must have pre-added products to your Workspace to see them under this list. 
   
   
3. Once we have selected the product and a customer, we are ready to generate the order. Click the Create Order button which will bring you to the order's settings page.
   
   
4. If required, we can manually add a discount by clicking under Manage Order at the top-right corner and then clicking under Discounts.
   
   
5. This will open a Discounts pop-up menu, where we can select the desired one from the pre-added discount list. Once you choose the right option, click on Update Order.
6. The last step for completing a new order would be setting it up for payment. Locate the Pay Invoice button at the top-right corner of the screen and click on it.
7. This will open a new floating Payment menu to the right of your screen, including a summary of the products selected and the total amount for the order. 
   
   Important Note: If this is a Test Order, you will see the Sandbox card number at the top of this menu. You can copy and paste that Sandbox card number for any Test Order.
   
   
8. Select the appropriate Payment Method; you can select a card in the record or add a new one.  You can also "mark as paid" if you collected the payment externally. Make sure the Payment Amount is correct and click the Pay button. (You can also register partial payments.)

Send Invoice and Delete Order:

There are a few other functions available in the Manage Order button. In addition to Discounts, you can send the invoice via email. The invoice will have a Pay button so that your customer can make the payment using any payment methods you have active on your account.

You can also delete the order from there if necessary.

For help with Manual Orders in ClickFunnels, please reach out to their support team by using the support widget in-app or by emailing [email protected].