How to add payment option for when the Service Request has been approved

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

(I) Configuring the Feature at Form Level

(II) Changing Status of Service Request after Submission

(IV) Making a Payment After Service Request Approval

1. Configuring at Form Level 

1. Go to Forms Builder and then add a new form or edit an existing form. 

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

3. 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.

(II) Changing Status of Service Request after Submission 

1. 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'.

(III) Making Payment After Approval

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

01. Log on to Customer Portal, go to the ‘Service Requests’ section.

02. Select the Service Request and then select the ‘Make Payment’ button.  

Finally, select the payment gateway from the 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.

Please contact support for any additional by emailing abavus@support.co.uk