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--- tips:newcard [2026/02/04 04:35]
216.73.216.182 old revision restored (2025/11/05 06:13)
+++ tips:newcard [2026/02/04 04:35] (current)
216.73.216.182 old revision restored (2025/11/05 04:36)
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 Sometimes a customer will accept an offer but the charge will not go through, or they will request to use a different card. In this case, you can create a "dummy" order that will not ship any product in order to attempt to push the charge through.
+.  Open the customer record in the CRM and click **Create New Order.**
+{{:howto:createneworder.png|}}
+.  You will be prompted to select a **Campaign**.
+{{:howto:campaign.png|}}
+  * //Keto Pure Select O/B-PHONE// — Use for Keto order
+  * //Simply Restore SS - O/B// — Use for Simply Restore straight sale (no subscription)
+  * //Skin Trial - O/B Sales// — Use for Simple Restore trial subscription
+  * //Vialift Male Enhancement SS - O/B Sales// — Use for Vialift straight sale (no subscription)
+  * //ViaLift XL Male Enhancement Trial - O/B// — Use for Vialift trial subscription
+.  Click **Start Call**.
+.  Confirm the **Billing** and **Shipping** information. If the **Payment Information** is blank, you must enter the card details.
+__Note:__ You can set **External Payment** under **Payment Information** to send the order for free.
+.  Under **Select Products**, adjust the **Quantity**, **Price**, and **Shipping** values as necessary. Confirm the **Grand Total**.
+{{:howto:select_products.png|}}
+.  Scroll to the bottom and click **Process**. You must receive a //Success// for the order to be processed. If it fails, reconfirm the payment details and try again. Or, use another card.

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