Payment Approval Process

• To enable payment approval, visit the Administration section and fill in the Number of approvals required field.
• When the Number of approvals required is different from 0, some payments will need to be approved before being processed.
• When the Number of approvals required is equal to 0, check or wire payments can be made without prior approval.
• Payments requiring approval can be specified in the Payment Methods Requiring Approval section. You have the choice to set up an approval process for the following payment methods:
  • Cash
  • Checks
  • Credit Card
  • Debit Card
  • Wire Transfers
  • Otonom Solution
  • Pre-Authorized Debits
• The people in charge of approving payments are the users identified in the Administration / Users section with the Administrator approving payments type.
• Once approval is enabled, when a payment is made, administrators approving payments will receive an email asking them to approve or reject the payment.
• On the Payment / Approvals page, by clicking the information icon on the left, an administrator can access the billing information as well as a copy of the invoice.
• To approve a payment, simply click the Approve button. To reject a payment, use the Reject button.
• Once the number of administrators required have approved the payment:
  • For a payment by check: the check associated with the transaction can be printed with the signatures of the administrators who approved.
  • For a payment by Otonom Solution: the Otonom transaction can be sent to Otonom.