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Record an order taken off Paysana

Log a sale made by phone, at a stall or by bank transfer so it counts like any other.

Running your business 2 min read 4 steps

Not every sale happens through a checkout. When someone orders over WhatsApp, pays you cash at a market or sends a bank transfer, you can record it — and it behaves exactly like an online order from then on.

1

Open Record an order

It sits at the top of your Orders page. Pick the product, enter the buyer name and either an email or a phone number — one of the two is needed, because that is how the order is matched to a customer.

2

Set the quantity and price

Leave the price blank to use the product price. Set it if you quoted something different on the phone — a discount for a bulk order, or a price you agreed in person.

3

Say how you were paid, and whether you have been

Cash, bank transfer, a card terminal, an e-wallet. Choose "Already paid" if the money has arrived, or "Not paid yet" to log the order now and mark it paid when it does. Nothing is charged here — Paysana is not taking a payment, you are recording one you have already taken.

4

It counts like any other order

Stock comes down, the sale appears in your reports and your transactions ledger, the customer totals update, and the buyer gets the same receipt. If the product is a download or a ticket, they get that too.

Worth knowing

  • A returning buyer is matched to their existing customer record by email or phone, so their order history stays in one place.
  • Only orders you recorded by hand can be marked paid manually. An online order becomes paid through its gateway, so nobody can accidentally mark an abandoned card payment as received.

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