Order Approval Manager Extension for Magento^® 2

Magento Order Approval Manager gives customers a way to complete an order before actually paying for it and to forward the purchase to someone else for approval and payment.

Asking Customers for Payer Details

During the checkout process the customer is asked to fill out information about the person who will pay for the order.

This includes name, email and a note to the payer.

Cart Order Approval Payment Method

This is a great way for B2B Ecommerce sites to provide the ability for companies or employees to create orders and send them to the responsible manager or accounting department to pay.

Sending Notifications to both Customer and Payer

After the order is created the payer is notified and receives a link to complete the order or to cancel it.

Payers can also edit the cart contents and remove or add items.

Example of an email sent to a customer with order details

Admin Dashboard for Managing Pending Orders

Orders created using Order Approval are assigned pending status, and are visible under a separate section in the Magento admin dashboard.

Admin dashboard showing pending orders

Using the Magento Order Approval Manager Extension:

Approval Ordering Process – Provide companies with the ability to approve orders before purchasing.
Support Non-Paying Customers – If the person who use the product is not the person who pays for it, this extension is the way to provide the ability to support submitting the order without making an actual payment.
Complete the B2B process – B2B process requires a different payment process than a regular B2C store. Each purchase needs to be approved and usually the person who needs the product is not the person who pays for it, this extension fully supports this process

Magento Order Approval Extension Features

Please check the user guide to learn more about this extension.

Complete Order before paying for it – Orders are saved in pending mode once submitted until paid.
Email notification for the buyer and payer – When an order is created using the order approval payment method, an email notification is sent to the buyer with the order details, and to the payer with information on how to complete or cancel the order. When an order is completed or canceled the buyer is again notified.
Email reminders to the payer – Payers receive email reminders about pending orders waiting for their review and payment.
Link redirecting to Checkout in Payer notification email – When the payer clicks on the email link to complete the order it takes them directly to the payment step for the order. All billing and shipping info is already set (can be edited).
Separate admin section – Admins can manage orders waiting for approval which are in pending mode.

Magento Order Approval Manager Extension Image Gallery

: General Settings

: Order Approval Magento 2 – Pending Orders

: Order History

: Checkout

: Notification Email

Magento Order Approval Manager Extension Demo Request

Order Approval Manager Extension Frequently Asked Questions

Do I have a separate place in the admin panel where I can see orders waiting for payment and their status?

Yes, under sales, we have a separate Grid that shows all orders that used the “order approval” process

To learn more about this feature see this Help article.

Are orders created in admin orders grid when an approval for a payment is sent?

Yes, the order is automatically added to the admin orders grid and given pending status.

What happens when the payer doesn't pay? Do they get reminders?

Yes. Reminders can be set up within the configuration settings that will go to the payer / approver to remind them about the order.

To learn more about this feature see this Help article.

What happen to an order when the buyer decides not to pay?

The order will be canceled after a certain amount of time passes, which is configured in the admin dashboard.

To learn more about this feature see this Help article.

Where does the link to complete the order in the payer email take him exactly?

The link which is sent in the email to the user who is supposed to pay takes them to the payment step in the checkout with all the order data pre-loaded.

Can the payer edit the order items and information about customer details, shipping information?

Yes. They can go to the cart and edit the items, or any other information in the checkout process, including the shipping information and customer details.

Order Approval Manager Extension for Magento 2 by CreativeMinds

Order Approval is a payment method for Magento stores which allows customers to forward the purchase to someone else.