Create a Test Order

Create a test order to see how benefits apply from a specific template.  Use a test customer profile - this may be a profile that already exists in your POS or you may create a new customer during this process.

Select/Create a Test Customer for the Sale

• Click on the "Create Order" button on your Templates page.
• Search for customer using email or phone. Partial query data may be used, for example, if a customer email address is [e-mail] and you enter search term "smith" in the Email field, this customer will appear in the results.
• If you have no existing customers, select "Create New Customer". It is recommended that you use an email address that you have access to in order to receive the enrollment email.
• Click on the link to "continue without adding a credit card"

Disable Billing

• Enable 'Collect Payment Offline'
  • If left unchecked, customer will be charged to their card on file (if present). 
  • Enabling 'Collect Payment Offline' simulates a cash sale at the POS.
• Add Discount
  • Click the grey 'Add Discount' option.
  • Select the '%' option
  • Set the 'Discount' field value to 100%
• Click "Create Subscription"