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How to issue an approval page and collect payment

Once a Concierge Order is built out, you issue an approval page — a secure link you send to your customer. They can review the full order summary, approve it, and pay online.

Before you issue an approval page​

Make sure the order has:

  • At least one product added
  • Recipient details filled in (if applicable)
  • Any mockups uploaded that you want the customer to review

Issuing the approval page​

  1. Open the order and go to the Details tab.
  2. In the Approval card, click Issue Approval Page.
  3. Set an expiry date — the default is 7 days from today. Leave it empty if you don't want the link to expire.
  4. Click Issue Approval Page.

Once issued, a unique approval link is generated.

After the approval page is issued, you have two options:

  • Send approval page — sends the link directly to the customer's email address on the order.
  • Copy link — copies the URL so you can share it manually via email, chat, or any other channel.

What the customer sees​

When the customer opens the approval link, they'll see:

  • A full order summary including products, quantities, and prices
  • Recipient details and delivery method
  • Any mockups you've uploaded
  • A pricing breakdown with the total amount due
  • Options to approve and pay, or decline the order

If they choose to pay by card, they'll be taken through the payment flow. If they decline, you'll be notified and the order can be updated and re-issued.

After payment​

Once the customer pays, the order status updates to Paid. You'll see the payment date recorded in the Details tab, and you can then convert the order to a standard order for fulfilment.

If the approval page expires​

If the customer doesn't act before the expiry date, the link stops working. You can re-issue a new approval page at any time from the Details tab — the previous link will be replaced.

To re-issue:

  1. In the Approval card, open the actions menu (three dots).
  2. Click Re-issue approval page.
  3. Set a new expiry date and confirm.

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