(TP50396 / 2023.1903)
This wizard, which is available in Beta, can be enabled by BRP staff for a specific role by enabling “Next generation wizard”on a role and adding “Verify customer type” to the next generation wizard options.
Settings that change the behavior of the wizard
None
Related rights
“Invoice” is required for creating an invoice in the payment step
Any more?
Message templates (used for instructions)
Wizard - Verify Customer Type - Step 1 Verify Customer Type
Wizard - Verify Customer Type - Step 2 Summary
Templates can be found in the “Wizards” category in Configuration > Settings > Messages
Only create a custom message template if you wish to override the default template.
Some HTML tags can be used in the message templates
<br> for a new line
<ul> for an unordered list item (bullet without number)
<li> for an ordered list item (bullet with number)
Steps in the Wizard
1 - Verify customer type
2 - Summary
Inform the customer about the price of their recurring subscription payment, which may have changed with the customer type.
