With our Internal Orders and manual checkout flow, you will be able to quickly place orders and charge the card on file for customers that have purchased with you in the past.

Spiffy’s manual checkouts are actually just the same checkouts that you have already created in Spiffy, the only difference is that you will access them through our manual checkout workflow.

The first step to processing an internal order, or manual checkout, is to create a checkout with the appropriate pricing you want to charge. Manual Checkouts can charge one-time payments, or start subscriptions or payment plans.

There are two ways to start the Charge Card of File process:

• Select Sales > New Order in the left navigation (Only Method for Subscription Migration)
• Or, view any customer record and click the New Order button

How to charge the card on file from the Sales dropdown:

1. In the left navigation, click on Sales > New Order
2. Select an existing Checkout
3. Select an existing Customer
4. Select their desired payment method, or manually enter a new card
5. Review Internal Order
6. Process payment for this order

How to charge the card on file from the customer record:

1. Search for the customer you want to charge, and go to their customer record
2. Click the New Order button
3. Select an existing Checkout
4. Select their desired payment method, or manually enter a new card
5. Review Internal Order
6. Process payment for this order

A Few Things to note:

• When selecting a checkout to use for a manual order, you will be able to select any of the active or inactive checkouts that you have created. This can come in handy if you need to create a checkout specifically for internal use, as you can have it set to Inactive so that it can never be accessed via a public link, but you can still use it internally.
• If you have set up Purchase Automations on Checkouts, Options, or Add-ons on the checkout, these actions will run accordingly when you place a manual order via the internal checkout process.
• Stored payment methods for existing customers will ONLY include credit card payment types. This will not work with PayPal as using PayPal as a payment method requires logging-in to PayPal to authorize the purchase. If the customer needs to pay with PayPal, the best option would be to have them complete the purchase through an active checkout.
• One-Click Upsell pages that you may have on your checkouts are NOT included in the Internal Checkout/Manual Order process. If you need to include additional items on a manual order for a customer, it would be best to create a checkout specifically for internal use, that includes the upsell offers as checkbox options that can be selected in the internal checkout process.