> ## Documentation Index
> Fetch the complete documentation index at: https://www.referly.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a sale

> Manually record a sale against a referred customer in Referly so their affiliate earns commission. Enter the order amount and optionally override the commission rate.

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.

## Add a sale to a customer

<Steps>
  <Step title="Open the customer's actions">
    In your [Customers list](/docs/help-center/manage/customers/overview), find the customer and open their actions menu on the right of their row. Choose **Add Sale**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Override the commission rate

By default, the commission for the sale is worked out from the affiliate's [commission plan](/docs/help-center/manage/customers/change-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.

## 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.

## Related

<Columns cols={2}>
  <Card title="Change a customer's commission plan" icon="arrow-right-arrow-left" href="/docs/help-center/manage/customers/change-commission-plan" arrow>
    Set which plan decides what a customer's sales pay.
  </Card>

  <Card title="Customer statuses" icon="circle-check" href="/docs/help-center/manage/customers/statuses" arrow>
    Only active customers credit commission — see how statuses work.
  </Card>

  <Card title="Customers overview" icon="users" href="/docs/help-center/manage/customers/overview" arrow>
    A tour of the Customers screen and everything it shows.
  </Card>

  <Card title="Notes" icon="note-sticky" href="/docs/help-center/manage/customers/notes" arrow>
    Keep a private note on a customer.
  </Card>
</Columns>
