How To Approve A Purchase Request

Every now and then space operators provide services that they'd like to have more control over when it comes to allowing customers to purchase them. OfficeRnD allows you to handle such cases by using the Request approval option for your billing plans.

 

Action Items:

1. Enable the Request approval option for the billing plan(s) that should use it.

2. Once a request has been submitted, open the notification email you received from the system to review who the customer is, that would like to purchase the service. If needed reach out to them to clarify additional terms and conditions that may apply.

3. Check the information filled in by them on the portal to make sure you're OK with the data, and once you're ready click Approve, followed by Update to finalize the approval process.

4. If you'd like to invoice and charge the customer right away, please take a look at this setup video that will guide you through the process.

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