Requiring Staff Payment Approval

Staff approval can be required in order for purchasers to get the benefit of the product purchased. Using this setup, customers can purchase the product and submit payment, but for payment to be fully accepted in the system, a staff user must open the Payment Record and approve/accept the payment.

Note: This functionality is currently available only for products like memberships or certifications, where, even after the payment has been received, you may wish to staff to review and approve each purchase.

Note: Payment approval functions only on prices greater than zero.

Configuring Prices to Require Approval

1. Open the Price Record > Details Tab > Additional Info menu option.
2. Click the Requires Approval check box.
3. In the Approval Message text box, enter a message to display to customers at the last stage of the checkout process.
4. Click Save.

Approving a Payment

Once a product requiring approval is purchased, staff must open the Payment Record and manually approve the payment.

1. Open the Payment Record.
2. At the bottom of the Payment Record, click the Approve button. The Approve Payment window will appear.

3. In the Approve Payment window, choose the Batch in which the invoice should be created, and choose desired email options.
4. Click Save.