Manually adding customers or transactions
ProfitWell easily allows you to add in manual customers and transactions.
- Go to the Customers tab
- Click on +add , located in the the top right hand of your screen
- 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.