Manually adding customers or transactions

ProfitWell easily allows you to add in manual customers and transactions.

  1. Go to the Customers tab
  2. Click on +add , located in the the top right hand of your screen
  3. Enter in customer and subscription information

While we only support monthly and annual plans, you can still accurately input your MRR if your customers are on non monthly/annual plans. You just have to adjust the recurring revenue value to what it would be monthly.

For example, if you have quarterly plans, turn it into a monthly plan by taking the recurring revenue value and dividing it by 3.

Note: We can't edit or override a transaction pulled in from your payment provider. If you'd like to exclude certain customers from your metrics please contact us. 

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