How to Charge for Plans that Require Approval

Introduction

You have the option to set up plans in a way that requires approval when members make a purchase through the members portal.

It's important to understand that in such cases, even if you've configured OfficeRnD to automatically generate invoices and charge members' payment details right away, their stored payment information will not be automatically used for the purchase.

Solution

To ensure that members are charged when you approve their purchase, you will need to Manually create an invoice for them and follow the steps provided in the Invoicing article. Afterward, you can charge their payment details accordingly.