How to approve plans members buy by transfer or at the counter.
A plan paid online through your gateway activates by itself. Plans paid by bank transfer or at the counter wait for your staff to confirm the money arrived.
- Who it is for
- Owners, admins and managers
- Plan
- Advance and Team
Approve a transfer receipt (Malaysia)
- Upload your DuitNow QR in Settings > Payments under DuitNow QR · manual payments, and add a Payee name (optional).
- When a member pays by transfer and uploads the receipt, open Purchase requests (gyms: Requests > Purchase requests; tuition centres: Booking setup > Purchase requests).
- Check the receipt under Pending review, or click View full receipt for the full image.
- Click Approve and confirm. The plan is applied to the member immediately.
- If the receipt is wrong, click Reject, type a Reason and confirm. The member sees the reason.
Members who choose Pay at the counter
Members can pick Pay at the counter in the app. Timeo records an unpaid order and the plan stays off until you take the money: open the order in Orders, click Record payment, and the plan activates.
To stop counter purchases, switch off Allow pay at the counter in Settings > Payments.
What your customers see
- After uploading a receipt, members see that staff will verify the transfer, and can track it under their purchases.
- Counter buyers see that their purchase is recorded and staff will activate it when they pay.
Common problems
- Members do not see DuitNow as a payment choice.
- No DuitNow QR is uploaded. Upload it in Settings > Payments. DuitNow is for businesses in Malaysia.
- Who can approve purchase requests?
- Owners, admins and managers. Other staff see Review requires admin.
- The Purchase requests page is not in my sidebar.
- It is listed for gyms and tuition centres, and is hidden while Starter mode is on in Settings > Features.
Related guides
- How members buy a membership or pack in the app
- How to sell or renew a membership at the front desk
- Payments and invoices
More in Memberships and packages, or start with the getting started guide. Still stuck? Contact us.