For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/payments/link-sales-to-buyer.md.
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  • How do I let a buyer see purchases made with another email?

    Link the sales to the email the buyer uses in the delivery area. Use Vincular a um comprador (Link to a buyer) in Minhas Vendas (My Sales), for one sale or several at once. The delivery area shows purchases by the email used to sign in. So someone who bought with different emails (work, personal, a mistyped email) only sees some of their purchases. Once linked, the main email can see and download the deliverables of those sales.

    Before you start:

    • the sale must be paid and yours, as the creator. Sales where you are an affiliate or co-producer cannot be linked;
    • your role needs the Manage permission on Vendas (see Roles and permissions);
    • the main email must have already made a purchase on Clickmax. If it never bought anything, the link is not made.

    Steps

    1. Open Vendas → Minhas Vendas, in Por Venda (By sale) mode.
    2. Pick the sales:
      • One sale: click the row's ⋯ and Vincular a um comprador. The same button appears in the sale's Dados do comprador (Buyer details) tab.
      • Several sales: tick the box of each sale (or the header box, for every sale on the page) and click Vincular a um comprador in the bar at the bottom. The selection is kept when you change pages, up to 1000 sales. Only paid sales where you are the creator are linked.
    3. Type the E-mail do comprador principal (main buyer email). When Comprador encontrado (Buyer found) shows up, check the list of sales and click Vincular (Link).

    The main buyer receives an email saying the purchases are in their delivery area.

    Sales suggested by the same CPF or phone

    In the Dados do comprador (Buyer details) tab of a paid sale of yours, the Outras vendas suas com o mesmo CPF ou telefone (Other sales of yours with the same CPF or phone) block lists your sales from other emails that share the buyer's CPF/CNPJ or phone (with area code). Each sale shows which data matched. Tick the ones from the same person and click Vincular (Link) so this sale's email can see their deliverables.

    They are only suggestions: check before linking, because a phone may belong to a family or a company. A CPF or phone used by many different emails (for example, a test CPF) does not generate suggestions.

    The buyer can also combine purchases on their own

    In the delivery area, after signing in, the buyer may see Encontramos compras em m***@gmail.com. É seu? (We found purchases at m***@gmail.com. Is it yours?) when another email has the same CPF/CNPJ or phone, in purchases from any creator. The email is masked.

    If they click Sim, é meu (Yes, it's mine), we send a 6-digit code to that other email. With the code, both emails see each other's purchases: signing in with either one, they see everything. Without the code, nothing changes; having the same CPF or phone does not give access to any purchase.

    To undo it, the buyer opens E-mails juntos (Combined emails) at the top of the delivery area and uses Separar este e-mail (Separate this email).

    • Change: each sale has a single main email. Linking it again to another email replaces the current link, and the modal warns you before confirming. The previous email no longer sees that sale's deliverables.
    • Unlink: in the sale's Dados do comprador tab, under Também acessível por (Also available to), click Desvincular (Unlink). For several sales, tick the boxes and use Desvincular in the bar at the bottom. Unlinking sends no email.

    In the list, a linked sale shows a chain icon next to the buyer. Hover it to see the email.

    What does not change

    • The sale's original buyer still sees the purchase in the delivery area.
    • The sale stays under the original buyer: reports, receipt, refund and the CRM contact do not change.
    • Only the delivery area deliverables are shared. Member area access and webhooks are not granted to the main email. For that, see How do I resend the deliverables of a sale to the buyer?.
    • For subscriptions, the link also covers renewals of the same subscription.
    • If the sale is refunded, it disappears from the delivery area for both emails.

    If it did not work

    • "Nenhum comprador com este e-mail." (No buyer with this email): this email never bought on Clickmax. Check the spelling or use the email from another of the person's purchases.
    • Some sales were skipped: only paid sales where you are the creator are linked. A sale that already belongs to that buyer is skipped too.
    • The option does not show up: the sale is not paid, you are not its creator, or your role lacks Manage on Vendas.
    • "Muitas tentativas seguidas." (Too many attempts in a row): wait a minute and try again.