How to Charge for Plans that Require Approval


Plans can be configured to require approval upon purchase from the members portal.

In those cases, it is important to note that members will not be automatically charged for the purchase, even if you have configured the OfficeR&D system to automatically generate invoices and immediately charge members.


In order to charge the members when you approve their purchase, you need to Manually Add an Invoice for them following the steps outlined in the Invoicing article. 

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