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Easy Digital Downloads Documentation
Documentation, Reference Materials, and Tutorials for Easy Digital Downloads

Manually Editing Payments

Payment records in Easy Digital Downloads can be modified at any time. To edit a payment, navigate to Downloads > Orders and click on the Order Number. Once you have made your desired changes on that page, hit the “Save Payment” button to make your changes official.

Why would I change the information on a payment record?

Being able to modify payment records after they’ve been created can come in handy sometimes. Here are just a few instances in which locating and altering a payment record manually is necessary:

  • Processing refunds. If you have sales, you will eventually have refund requests. With Easy Digital Downloads, processing refunds is possible right from the edit payment screen.
  • Changing the assigned customer. Occasionally customers request for a purchase to be associated with a different customer account on your site. Fulfilling this request requires only clicking on the “Assign to another customer” link and then searching to find the desired account.
  • Generating new license keys. If you are using the Software Licensing extension, there are occasionally situations in which payment records are manually created but the associated customers need new license keys to be generated. With this extension active, a “Generate License Keys” button will be present on the payment edit screen and, when clicked, will generate brand new license keys for all the products in the payment which apply.

This is only a short list of examples and many more exist. With Easy Digital Downloads, making changes  to payments as needed is simple and straightforward.

What payment information can be changed?

From the payment edit screen, the following information can be changed at your discretion:

  • Payment Status. Changing the selection for Status will change the payment status for the current record. If the gateway used for the purchase supports refunds and is configured properly, setting the status to Refunded will reveal an option to refund the customer’s money from the payment gateway.
  • Date and time. If needed, the date and time fields allow for changing when the payment should show as being created.
  • File download limits. A checkbox exists on the payment edit screen labeled “Unlimited file downloads”. Checking this box overrides the File Download Limit value set in Downloads > Settings > Misc > File Downloads and grants the assigned customer unlimited download privileges for the items attached to the current payment.
  • Purchased downloads. The items purchased can be returned / refunded but cannot be removed from the order.
  • Customer. The assigned customer for the current purchase record can be easily changed by clicking on the “Assign to another customer” link and then searching for the correct user. Additionally, the billing address for the customer can be modified for this specific payment right below the customer selection.
  • Payment notes. When certain actions are taken or events occur, EDD Bot will log notes on payment records with any relevant details. But manual notes can also be saved. If you have any information which you or other store managers need to know about a specific payment, leaving a note on the payment will help provide contextual guidance for anyone viewing the purchase details in the future.

How do changes to a payment record affect the customer?

When modifications are made to an existing payment, those changes will instantly be reflected on the customer’s purchase receipt.

This means, if you change the associated customer for a payment, the original customer will no longer see that entry listed in their purchase history and the newly assigned customer will see that entry listed.

Email receipts are not automatically resent when payments are updated. You can manually resend the receipt from the payment edit screen using the “Resend Receipt” button. Additionally, customers can trigger a new emailed receipt on their own if the Resend Receipt extension is active.