We have added 3 new statuses for charges.
Approval to request - Creates the charge with 'Request Approval' label on the charge, in the DETAIL VIEW and is NOT visible on the customer portal.
Approval requested - Creates the charge with 'To Approve' label on the charge and visible in customer portal (when enabled)
Invoice externally - Creates the charge with 'Invoiced externally' label and will be omitted from the final invoice.
The charge status can be added:
On the charge in the rate card, under the 'Invoice Process' field, which will always apply when the charge is added to the order.
On the charge when adding to the order, under the 'Status' field.
New charge status flow
Charges that do not require approval:
Start in the status 'To invoice'
Processing invoice allows for the following options:
Invoiced
Don’t invoice
Invoiced externally (NEW)
Invoiced externally status
Use for charges that should not be invoiced in Qargo but will be invoiced externally.
Charge will not be included in the invoice created in Qargo but will be taken into account for the revenue/profitability.
Charges that require approval
Charges that always require customer approval can be configured to start in an approval status.
Configuring start status of a charge on Rate Cards & Cost Calculations.
On rate cards and cost calculation cards, when editing a charge it is now possible to define what the status of that charge should be upon order creation.
Request approval by customer
Charges on new orders will be set in the status Request approval
Tenant user Approves / Rejects charge to show to customer for approval
Hover over the tag and ‘approve’; this will move the status to ‘To approve’.
Awaiting approval by Customer
Charges on new orders will be set in the status To Approve
Charges will be visible to customer portal users for approval (when enabled)
Charges that still require approval of the customer will not yet be taken into account for the revenue and profitability calculation.
📚 Where Charge Visibility enabled in the Customer Portal, users are able to approve / reject charges.
If the customer approves the charge, it will move to the ‘To invoice’ status.
If the customer rejects the charge, it will move to the zero charges.
Click the Info icon to see who rejected the charge and what the reason was they provided.
Learn More
The status flow is not automated, meaning you can go from almost any status flow to almost any status flow.
In the Status flow chart if the current status is ‘Request approval’ the idea is to either go to ‘To approve’ or ‘Rejected internally’,
It is also possible to change the status from ‘Request approval’ to ‘Approved’ immediately.
The price of a charge in the Invoiced externally status does not get locked. This means that when something changes on the order, the price can still change.
Table Charge statuses
