With Exercise.com’s payment processing software, you can complete transactions even without assigning them to an account. This guide will show you how.

1. Accounts

Click “Accounts” to open the accounts section where you can manage transactions.

2. Charge Account

Click “Charge Account” to initiate a new charge process.

3. Continue as Guest

Click “Continue as Guest” to proceed without assigning the transaction to a specific account.

4. Enter Guest Information

Click “Guest Information (optional)” if you want to enter guest details, though this step is optional.

5. Continue

Click “Continue” to move forward in the checkout process.

6. Products

Click “Products” to browse available items for purchase.

7. Select a Product

Select a product to add it to the checkout.

8. Add to Cart

Select a variant and then click “Add to Cart” to add product to your cart.

9. Go to Item in Bag

Click “Item in Bag” to review the items currently in your shopping cart.

10. Proceed to Checkout

Click “Proceed to Checkout” to begin the payment process for your selected items.

11. Select Payment Method

Select a payment method to proceed with the checkout.

12. Review Order

Click “Review Order” to verify all transaction details before finalizing.

13. Charge

Click “Charge” to complete the payment for the total amount due.

14. View the Charges Report

View the Charges Report to see the purchases made by the guest client. Guest transactions will be clearly labeled in the report.

This guide covered the steps to complete a transaction without assigning it to an account. Now you can process purchases as guest transactions and track them in reports.

How to Complete a Transaction Without Assigning It to an Account