When a Billing Plan requires admin approval, OfficeRnD Flex does not automatically charge the member's stored payment method, even if automatic invoicing is enabled.
This article explains how to manually process such payments after approving a member's purchase.
How approval-based Billing Plans work
When a Billing Plan is set to require approval, members can request the plan through the Member Portal, but no automatic payment is triggered. This is by design and ensures that admins review and approve the purchase before any charges are made.
After approving a purchase, admins must manually generate an invoice and process the payment.
Charge the member after approval
To charge the member after the plan is approved:
Manually generate an invoice
Manually charge the stored payment method
When the invoice is created, go to the Payments section.
Click the cogwheel icon next to the invoice and select Charge to use the stored payment details.
This manual process ensures that payments for approval-based Billing Plans are handled only after admin review and confirmation.