How to Add a Manual Payment Transaction
To add a transaction manually, follow these steps:
- Log in to your WordPress Admin Dashboard: Ensure you have the necessary permissions to manage members.
- Navigate to the Simple Membership Plugin: On the left-hand menu, find and click on “Simple Membership.”
- Go to the Payments Section: Select “Payments” from the plugin’s submenu. This will display a list of all transactions.
- Choose the button at the bottom of the page to add a transaction: Scroll to the bottom of the transaction page and select the “Add a Transaction Manually” Button. This will open a new screen with a transaction form.
- Add the transaction information: Fill out the form for the payment.
- Save the transaction data: Select the “Save Transaction Data” button at the bottom of the form.
- Review the transaction: The transaction will now appear on the transactions page.