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The offer where the customer has placed the order
The link to the offer checkout page is available under the Order Information section, inside the order page
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The Shipping History and the Extend Trial Button
On the Shipping History section, is available the Extend Trial button:
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Please note that if the number of days typed is higher than 15, when the user clicks on the
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The Payment History
In this section are listed all transactions, charge(s), or refund(s), made for the order.
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At the end of the trial period, once customers are charged, then an additional row appears with the details and the amount paid by customers for the product.
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The Sales Workflow:
Under this section, there is a table listed with all the steps of the sales, from the day the customer placed the order, to the last update when the sale is completed (see below example).
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Additionally, please note that if the customer decides to pay with a Prepaid Card, he/she is charged in full when the order is placed. Consequently, in the Sales Workflow, it is not going to appear the email “Pre-sale - Outstanding Balance“ as well as the future payment, at the end of the trial, is canceled, and the customer won’t be charged again. |
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The Notes
On this section are displayed any system notes automatically included when an event modifies the order, for instance: Hold/Cancel order fulfillment, discounts, decrease products quantity, etc.
In the Trial Period Extension Orders specific case, a note is included if the customer decides to add the one-time 15 days extension to the trial (see image example below).
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The Extended Free Trial Sales Models
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Please refer to the following Helpdesk article: Sales Models for the Trial Extension on Orders |
How to set the Sale Model inside a campaign
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Please refer to the following Helpdesk article: Editing a Campaign (After Selecting/Creating One) | Products |