Best method to assign a purchase to a member

[The Old Man]

Hi,

I need to credit a new member with a purchase of a downloadable file in Commerce. Do I just move them to the correct customer group then create an invoice for zero amount, add the item and then mark it paid? Then they will see it in their client centre and will be able to download it from Downloads app, as if they had made an actual purchase?

Many thanks!

[Adriano Faria]

I don’t remember how to do it via Admin CP

Anyway, here goes a way if you want to do it in front end and allow the file submitters to do it (optionally), you can use:

 

[The Old Man]

Thanks Adriano, tbh that's a bit overkill for me. 

[Marc Stridgen]

You could indeed just create an invoice for it, then mark it as paid.

[The Old Man]

Thanks Marc, I'll do that now. 👍

[Marc Stridgen]

No problem. Please let us know if you have any other questions of course

[The Old Man]

May Day! Still struggling with this, sorry. When I create an invoice and select marked as paid it insists on a billing address in step 1.

I don't have a billing address because it's a new member who hasn't made a purchase yet. Customer made a theme purchase via an external source, then created a support account on my site and so I need a way to give access to the download for 12 months, after which they can pay to renew or not.

I figured I'd either create an invoice marked as paid, or mark it as paid after generating it, or set the purchase price/invoice value to 0.00 or add a separate credit line for the cost of the item to negate the cost so no payment is attempted.

[Randy Calvert]

Either enter a dummy address or turn off address as a requirement.

ACP - Commerce - Payments - Settings - Checkout

Uncheck “Paying other charges”.   You might also need “Purchasing non-physical products”.  

You can turn it back on after you generate your invoice if you want. 

Edited October 12, 2022 by Randy Calvert

[Marc Stridgen]

The above is correct. There is no way in which to bypass this if you have addresses switched on

[The Old Man]

Okay sounds good, I'll give this a try. Thanks both.

[The Old Man]

Thanks, again. Just to confirm that this worked. I needed to clear the cache via support tool afterwards, it then let me create the purchase as marked as paid. I then used the option button to mark it as paid, and put the billing settings back to normal.

[Randy Calvert]

Awesome!  I’m glad you got it squared away!