Purchase requests are a suggestion from a staff member to a client to make a purchase. They’re neither an invoice for a required payment for services performed nor a transactional charge like a hold fee. The client who receives a purchase request doesn’t have to pay for the item and can decline the fee.
A purchase request is useful when you want to put something in your client's shopping cart and send them an email asking them to pay for it. The amount of the purchase request is set when you send it, not when it's paid—that is, the amount isn't prorated based on date of payment.
The client receives an email with the purchase request message and a link to open your Pike13 site to accept or decline the purchase request. If the client declines the purchase request, they’re asked the reason for declining it. Unless the notification has been turned off, the staff member that originated the purchase request is notified when the client accepts or declines the request.
When a client declines a purchase request, the bill for the item is closed and negated. Clients can just leave purchase requests open and unpaid without declining them, however. In that case, rather than resend a purchase request, cancel it and send a new one.
Because purchase requests don’t expire, it’s important to keep track of outstanding purchase requests. You can use the Invoices report in New Reporting for that.
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At the top of any Pike13 page, tap Clients.
On the Clients page, tap the name of the client you want to sell the plan, pass, course, or merchandise to, and then in the right menu of the client profile page tap the New Purchase button .
On the Choose a product page, find the plan, pass, course, or merchandise your client wants, and then tap the price.
If you want to modify the item, do the following:
Tap Modify , tap Edit for the item that you want to change, make the changes that you want, and then tap Save.
When you’re finished making modifications, tap Back to Shopping Cart.
On the Shopping Cart page, tap New Purchase Request.
If you want, choose to send a message along with the purchase request in the Message textbox.
Tip Want to resend a purchase request? Cancel it and send a new one.
At the top of any Pike13 page tap Analytics & Reporting , tap New Reporting, tap Financials, and then tap the Invoices report.
- Tap the Details button, then the Filters button. Create a filter for purchase requests by selecting Invoice Status from the first dropdown, is from the second, and Purchase Request from the third.
To see if a purchase request is Open, Purchased, Declined, Expired or Canceled, check the Purchase Request State column.
Do one of the following:
Follow the steps above to Find all outstanding purchase requests in New Reporting. Find the desired purchase request and click on the link in the Invoice Number column.
At the top of any Pike13 page click Clients, tap the client’s name, and then in the client’s Dashboard tap the purchase request.
Tap Cancel Purchase Request.