How To Manually Add A Sale in Easy Digital Downloads
Sometimes you might want to give a course away. Most LearnDash campus owners will be using either EasyDigitalDownloads ( EDD ) or WooCommerce ( WOO ) to keep track of the sales and more importantly control who gets access to what course based on what they’ve bought.
That’s why we’re going to go through this quick lesson.
I’m assuming a couple things at this point namely. You’ve got LearnDash and EDD installed and setup correctly to work together with the free EDD for LearnDash Plugin. ( Woo works along the same lines, I’ll cover that in another session). This combination allows for any purchases made in EDD to automatically enroll purchasers in a LearnDash Course or courses.
Completed sale in EDD = Enrolled in LearnDash course
Manually adding a user to a LearnDash Course
First Let’s Add a WordPress User
This is a recommended step – it saves time doing it this way – trust me 🙂
Manually creating a sale in EasyDigital Downloads is a 2-step process.
Because EDD technically allows for guest sales – where the buyer doesn’t become a WordPress user – we have to make sure that:
- We have the EDD Product setup and associated with a LearnDash Course
- We have or can create a WordPress User to be associated with the LearnDash Course and Purchase, even though it’s a 0$ purchase.
So I’m assuming up front that you have your campus setup with LearnDash, A corresponding EDD product and a WordPress user that you want to give the free course to.
Login as a WordPress Admin and confirm that you already have a WordPress user to give the course to.
If you don’t’ add one now.
Easy Digitial Download Steps
The customer is there… now lets add the actual sale.
Again logged in as an administrator, go to the Downloads Menu and select the “Payment History” sub menu. A list of the previous sales will be displayed in chronological order.
Create A Payment
Just above the list of past payments you’ll see the “Create Payment” button
Select the “Create Payment” button.
In this step we’ll need to let EDD know:
- Which product we’re creating a payment for
- Which Customer is making that payment
- How much they are paying.
Select the Download
Use the “Choose a Download” selector to pick the download/course that you are manually creating a sale for.
Don’t worry about the Price option, item price at this point, they will be added after you select the download.
If you can’t find your course name in the list, remember that this selector shows the EDD download name.
You should have already associated a LearnDash course with this download.
In the above example we’ve selected the download called “Out of Wilderness”. It’s priced already, you can see that amount display’s $29.99. Don’t change the price here, it gets updated in one of the next steps.
You’ve got the right download, the next step is to find the customer – a single customer only – that you want associated with the purchase.
So use the selector to search for the customer you are selling the course too.
If for any reason you can’t find it you can create a new WP User by selecting the “Create new customer” link underneath.
The reason I suggested that you have the WP user setup first is that if you have to create a new user now, you have to restart the entire process again.
Once you have found the correct customer set the amount that the customer will be paying. In this case we are giving the customer the course so it’s set a $0.
It can be set to what ever price you want and OFTEN is when you are talking manual payment and want to keep accurate accounting.
Because we are doing it manually make sure to set the Payment status to completed.
The payment method selector gives you some options for the type of transaction that is being completed. Remember this step also creates sales documentation like the clients payment history.
The additional steps here are optional, if this manual sale includes an actual payment I suggest that you select the “send receipt” option at the bottom.
When you’re ready use the “Create Payment” button to complete the transaction.
Confirm the Sale
After completion the Payment history list will be displayed again with your new transaction at the top of the list.
There’s three things to know about a persona payment history.
- The email address for the attached customer. Use that to search for the WordPress user that made this purchase if yo have too
- The “View Order Details” link, we’ll cover that in the next slide.
- On the far right the “Status” col.
The “Status” is important if you have other plugins or systems, like we do in this case, requiring a completed sale before being active.
Review The Order Details
Select the “View Order Details” link to show this screen.
If for any reason changes need to be made to the sale NOW OR IN THE FUTURE you can make the changes here. This includes assigning the sale to a different or new user which can be done in the middle of the screen in the customer details section.