Configure the Purchase Flows

Overview

A purchase flow defines the way you bill users when they create a booking in the members portal (or by using the public calendar page) or purchase an item in the shop. Click here to learn more.

Note: If a product requires approval, it cannot be purchased directly before an admin confirms the request. That is why products and bookings that require approval will not follow the Purchase Flow rules. In such cases, the services must be approved and invoiced manually in order to be charged.

Step-By-Step Guide

1. Log into the OfficeRnD Flex Admin Portal.

2. Navigate to Settings/Billing Settings/Purchase Flows.

There are two purchase flows by default - one for Active and one for Non-active members. Click here to learn more about member statuses.

3. Click on the cogwheel and choose Edit to configure the purchase flow.

edit active.png

4. The dialog that opens has the following purchase flow options. In addition, you can customize the name and rules for applying to members/custom properties.

edit pur flow.png

  • Generate an invoice for the purchase immediately - Specify if an invoice should be automatically generated after a successfully completed purchase.
  • Ask the user to provide payment details - Specify if you want the user to provide their payment details upon purchasing a service from you. Note that this option would only work if you have enabled a payment integration. Learn how to enable one.
  • Charge invoice immediately - Specify if you want Flex to automatically charge the invoice generated for the purchase.
  • Send the purchase invoice automatically - Specify if you want OfficeRnD to automatically send the invoice generated for the purchase.

Click Update to save the changes.

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