When you set up plans that require approval for member purchases through the Member Portal, it's important to note a specific limitation. Even if OfficeRnD is configured to generate invoices and charge members' payment details automatically, their stored payment information will not be used automatically for these purchases.
Solution: charging members after approval
To process payments after approving a member's purchase:
Manually create an invoice
Refer to the steps outlined in the Invoicing article for detailed instructions.
Charge their payment details
Once the invoice is generated, you can manually charge the member's stored payment method.
This ensures proper handling of payments for plans requiring approval.