How do I restrict Customers from making payments until they are approved?

Pay after Service Request approval 

This feature restricts the customer from making payment until an Admin User approves the service request after

 submission. 

1. Configuring the Feature at Form Level

2. Changing Status of Service Request after Submission

3. Making a Payment After Service Request Approval

1. Configuring at Form Level

01. Go to Form Builder.  Add New Form or Edit Existing Form. 

02. Enable Payment.  Go to Payment Plugin Settings.  Select ‘Yes’ for ‘Pay After Service Request Approval’. By default it will be set to No. 

03. Once it is Enabled to Yes, it will allow the end-user to submit service request without making Payment. Payment option will be available only after Admin approves it.

2. Changing Status of Service Request after Submission

01. After the Service Request is submitted, an Admin User can view and verify the approval from Service Desk.

02. The Admin User should select the Service Request and update to the Status of ‘Approved’.

03. The status of ‘Approved’ should have a status code of ‘APPROVED’.  Go to Administration > Service Request and Case > Status to configure.

 Notification is sent to Customer when the status of the SR is changed to APPROVED.

3. Making Payment After Approval

Once the status of the Service Request is updated to APPROVE, the customer can log onto the customer portal and view pending payments.

01. Logon to Customer Portal, go to ‘Payments due’ section.

02. Select the Service Request and ‘Make Payment’ button.  Select the payment gateway from pre-populated list of payment methods and click on ‘Pay now’.

NOTE - All payment transaction history is available in the ‘Payments’ section of the customer’s profile including unsuccessful payments