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Approve billing changes

Approve or decline a high-impact billing change. The decision and note are recorded exactly once and the request leaves the waiting queue.

Status
Draft, not yet re-verified
Who can do this
Studio owners, Organization owners
Required access
billing.approve
Where in PositiveForm
/billing/approvals/:id
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Who this is for

This guide is for organization owners and studio owners deciding on billing changes that staff asked for and that your studio holds for approval. Which changes are held is set in Billing setup (Configure billing policies and catalog).

Before you begin

  • A pending request must exist. Requests are created when a staff member asks for a change your approval policy holds; nothing in the queue has taken effect yet.
  • You need billing approval authority.

Steps

  1. Open Billing in the left navigation and click Approvals, or go straight to /billing/approvals.
  2. Read the Waiting on a decision table: Requested by, What happens, Affects, and Asked.
  3. Click Review on the row you are deciding. This opens /billing/approvals/<id>.
  4. Read the impact panel: Requested by, What happens, Amount, Takes effect, and Affects, which names the people by name.
  5. Optionally type a reason into the note box under Your decision. The note is shown if you decline.
  6. Click Approve or Decline. Approving performs the change now. Declining changes nothing. Either way you return to the approvals list.

Expected outcome

The request leaves Waiting on a decision. Reopening it shows the outcome (Approved and done, Declined, and so on) with who decided, when, and the note. The decision is recorded exactly once.

Recovery

If the decision fails, a toast says so and the request stays pending; retry rather than asking for a second request. A request that is no longer pending shows its status instead of the decision buttons: another approver may have already decided it, or it expired.

  • BILL-006
  • BILL-008