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.

1. Open the customer record in the CRM and click Create New Order.

2. You will be prompted to select a Campaign.

• 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

3. Click Start Call.

4. 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.

5. Under Select Products, adjust the Quantity, Price, and Shipping values as necessary. Confirm the Grand Total.

6. 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.