Sometimes you sell a Credit Package outside of Mana—via invoice, Epassi (e-passi), Swish, Actiway, or Benify. While the money doesn't pass through Mana, you still want the system to automatically add those credits to the user's account and track the sale in your reports.
Here is how to register an external payment to ensure your clients get their credits immediately.
The Recommended Way: The "Checkout" Method
Use this method if you want the sale to appear in your Revenue Reports and Insights. This is ideal for tracking Swish transactions or E-passi redemptions.
Go to your Admin Console.
Click "Checkout" under the Overview tab.
Press "New checkout" (top right corner).
Search for the User: Select the specific user. (If they are new, click "Create User").
Click "Add item":
Type: Select Credits.
Item: Choose the specific Credit Package (e.g., "10 Pack").
Price: Enter the total amount paid externally.
Click "Add".
Payment Method: Select "External".
Note: Paste the Invoice Number, Swish reference, or Epassi confirmation code.
Click "Create Payment".
Success! 🎉 The credits are added, and the sale is recorded in your Mana insights.
The "Quick Fix" Way: Manual Credit Adjustment
If you don't care about tracking the revenue in Mana and just need to get credits into a user's account immediately, you can bypass the checkout process:
Go to the Users tab in the Admin Console.
Search for and click on the specific User Profile.
Find the Credits section on their profile.
Click the three dots (⋮) next to their credit balance.
Select Manually Edit Credits to add or subtract the balance.
⚠️ Note: If you use this manual method, the sale will not show up in your Mana reports. Use this only for complimentary credits, corrections, or when you are tracking all sales strictly in a separate accounting system.
Where does this information go?
User Profile: The credits appear under the user's balance immediately regardless of the method used.
Insights & Reports: Only sales made through the Checkout method will show up in your revenue tracking.
Bookkeeping: Mana does not create a bookkeeping entry for external payments (like Swish or E-passi) to avoid double-reporting with your invoicing software.