A confirmed application waits for your decision. If you approve it, the applicant becomes your customer.
Before you start
- You need at least one account package. Create one under Offer and prices › Account packages.
Steps
- Go to Reseller management › Applications. The number in the menu is the number of open applications.
- Click View next to the application.
- Check the details. Pay attention to the checks:
- VAT number valid (VIES) or VAT number invalid (VIES): the VAT number was checked with the European VAT service;
- possible duplicate: there is already a customer or application with the same email address, the same name, or the same Chamber of Commerce (KvK) or VAT number.
- To approve:
- Check the Name of the customer.
- Choose the Account package.
- Click Approve.
- Or to decline:
- Optionally fill in a Reason for rejecting (only for you).
- Choose whether to turn on Let the applicant know by e-mail.
- Click Decline.
Good to know
- After approval, the contact person receives an email to activate their account.
- Documents the applicant accepted when signing up are shown as confirmed for the customer.
- Completed applications are on the Completed tab.