A Purchase Flow determines how users are billed when they create a booking or purchase an item.
Note: Products or bookings that require admin approval will not follow the Purchase Flow rules. In these cases, the services must be manually approved and invoiced.
Add a new purchase flow
Note: Avoid creating multiple Purchase Flows for the same purpose.
To create a new Purchase Flow:
Go to Settings > Billing Settings > Purchase Flows.
Select Add Purchase Flow.
Enter the following details:
Name – Specify the name of the Purchase Flow.
Member Status – Select the status of the members for which the flow will be used.
Plan Type – Select the Billing Plan type (for example, Dedicated Desk, Private Office, Parking Slot) that will trigger this Purchase Flow.
Plan – Select the Billing Plan that will trigger this Purchase Flow.
Custom property – The Purchase Flow will apply to members with the selected custom properties.
Set your Purchase Flow options (see below ↓).
Click Add to save the new Purchase Flow.
Purchase Flow options
To access and customize Purchase Flows:
Go to Settings > Billing Settings > Purchase Flows.
By default, there are two purchase flows:
Active members
Non-active members
Select the cogwheel ⚙️ or click Add Purchase Flow.
In the dialog, you can select any of the following checkboxes to configure the Purchase Flow options:
Generate an invoice for the purchase immediately: Automatically create an invoice after a purchase is completed.
Ask the user to provide payment details: Require users to enter their payment details when making a purchase. This option works only if you have set up a payment integration. Learn how to set up payment integrations →
Charge invoice immediately: Automatically charge the invoice generated for the purchase.
Send the purchase invoice automatically: Automatically email the invoice to the user after the purchase.
