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Most sales are recorded for you — when a referred customer buys through a connected tool like Stripe or Shopify, Referly logs the sale and credits the affiliate automatically. But sometimes you need to add one by hand: a payment taken offline, a deal closed over email, or a sale from a source Referly doesn’t track. Adding a sale records that purchase against the customer and credits commission to the affiliate who referred them.

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Add a sale to a customer

1

Open the customer's actions

In your Customers list, find the customer and open their actions menu on the right of their row. Choose Add Sale.
2

Enter the order amount

In the Order Amount field, type the value of the sale in the customer’s currency. This is the total the customer paid, and it’s what the affiliate’s commission is worked out from.
3

Add the sale

Select Add Sale. The sale is recorded against the customer, their revenue updates, and commission is credited to the referring affiliate based on that affiliate’s commission plan.

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Override the commission rate

By default, the commission for the sale is worked out from the affiliate’s commission plan — you don’t have to think about the rate at all. If this one sale should pay a different rate, turn on Override Commission Rate before adding it. A Commission Rate field appears where you enter a percentage from 0 to 100. That rate applies to this sale only; it doesn’t change the customer’s plan or affect any other sale. Use this when a single order has special terms — a one-off higher rate to reward a big deal, or a lower rate on a discounted purchase — without setting up a whole new plan.

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What happens after

Once a sale is added:
  • The customer’s Revenue and Profit update to include it.
  • Commission is credited to the referring affiliate, ready to be approved and paid out on your normal schedule.
  • The sale is counted in your program’s totals and reports.
You can add more than one sale to the same customer over time — each is recorded separately and credited on its own.

Change a customer's commission plan

Set which plan decides what a customer’s sales pay.

Customer statuses

Only active customers credit commission — see how statuses work.

Customers overview

A tour of the Customers screen and everything it shows.

Notes

Keep a private note on a customer.
Last modified on July 21, 2026