📖 Orders
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      1. LoveAdmin V2 Help Centre
      2. Sales Admin
      3. 📖 Orders

      How do I manage orders that are awaiting approval?

      This article will explain how to handle orders that need approval when the 'approve purchase before payment' option is enabled

      What is the 'approve purchase before payment' setting?

       

      Located in the 'billing' tab within the product settings, enabling this setting guarantees that all purchases of the product will come through to your for approval before the payment collection starts. This allows you greater control over your bookings and allows you to review and amend orders before they turn into invoices.

       

      How do I know if there is an order awaiting my approval?

       

      If you have enabled the 'approve purchase before payment' setting, you will want to make sure that you have the correct notifications enabled to notify you when there is an order awaiting your approval. 

      Steps

      1. Navigate to Home > Settings > Notifications
      2. Select the 'purchase and payment' tab from the left-side menu
      3. Locate the 'Product purchase approval required' notification (check all pages)
      4. Ensure the notification is 
        1. Enabled
        2. The timing is set to 'immediately' 
        3. the 'staff' icon is blue and has at least one staff member assigned to it to receive the email
        4. the 'Send by E' box is ticked

      Once configured, your notification should look something like this:

      When an order comes in for approval, the staff member(s) assigned to the notification will receive an email alerting them.

       

      Where can I find orders that are awaiting approval?

       

      If an order is generated which requires approval, it will appear in the 'awaiting approval' tab of Sales Admin > Orders.

       

      Note: The 'Awaiting approval' tab will only be visible if there is at least one order pending your approval:

       

      How to approve an order

       

      Steps

      1. Head to Sales Admin > Orders
      2. Select the 'Awaiting Approval' tab along the top
      3. Select the checkbox next to the order and select the 'Approve orders' button

       

      Note:

      If the order is approved and the invoice date is the current day or in the past, an invoice will be generated immediately and issued to the customer. 

      If the order is approved and the invoice date is in the future, the order will move into the 'scheduled' tab until the invoice date arrives.

       

      How to cancel an order

       

      Steps

      1. Head to Sales Admin > Orders
      2. Select the 'Awaiting Approval' tab along the top
      3. Select the checkbox next to the order and select the 'Cancel orders' button
      4. Decide if you would like to carry out any additional actions, in most cases the 'fully remove' will be applicable

      How to deny an order

       

      You also have the option to 'deny' an order. If you deny an order, the customer will be unable to re-book this product - only 'deny' an order if the customer is ineligible for the product or if you are no longer taking sign ups , for example

       

      Editing an order

       

      Order details, such as the amount or invoice date, can be amended before the order turns into an invoice and is issued to the customer. For more information on how to manage your orders, you can watch our video guide here

       

       

       

       

       

       

       

       

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