How to pre-approve orders from your buyers
If you would like to have orders from your buyers approved automatically, you have the ability to make this a global setting for all new orders. We also have options for approving orders just for individual buyers & orders. This bypasses the need for you to individually approve orders and moves your buyers orders to the invoicing & shipping stage of the order life cycle. If you also want to learn more about how invoicing and shipping work, visit the links below:
How to set up all orders to be pre-approved
From your Catalog>Customize page you can choose to have all orders placed from that catalog collection to be pre-approved under the "Order Approvals" menu:
How to pre-approve new orders for specific customers
If you prefer to not pre-approve all orders, you also have the option set up pre-approval for individual customers. To do this head to your Customers page and select the customer from your list. You can then edit this setting for them on their Customer Detail page under the "New Order Defaults" section:
How to pre-approve individual orders
You also have the option to pre-approve orders on an individual order basis. To do this, navigate to the "View Order" section of the order and select the "Pre-Approve Order" option from the menu in the upper right corner:
After you pre-approve the order, the status of the order will change to "Approved" and your next step will be sending the customer an invoice using Candid's invoicing system.
To send the customer the invoice, navigate to the "Invoices & Payments" section of the order and click "Send Invoice":
The customer will then receive an email that will allow them to pay their invoice without needing to log in:
When the customer clicks on the "Pay Invoice" button in the email, they will be directed to a PDF version of the order that will allow them to pay their invoice without needing to log in. From here they will also have the option to download a PDF copy of their order while they pay their invoice:
How to send the invoice using your own email
If you prefer not to email the customer an invoice using our system, you can also send them a link to pay using your own email instead. To do this, click on the invoice menu (see screenshot below) and select "Mark Invoiced Externally" from the list of options:
This will then give you access to a payment link that you can share with the customer. Click on the text that says "Copy Guest Payment Link" to copy the link to your computer:
From here you can share the payment link with the customer using any method you like. When the customer opens the link they will see a PDF version of their order that they can use to pay their invoice without needing to log in. They can also save a PDF copy of the order from here as well:
Please note that in order for customers to be able to pay their invoices without logging into Candid, you will need to have Candid Pay set up in your account first. You can learn more about how our payment processor works here: How to use Candid Pay