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Approve or decline an application

Decide whether an applicant from your website becomes a customer.

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

  1. Go to Reseller management › Applications. The number in the menu is the number of open applications.
  2. Click View next to the application.
  3. 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.
  4. To approve:
    1. Check the Name of the customer.
    2. Choose the Account package.
    3. Click Approve.
  5. Or to decline:
    1. Optionally fill in a Reason for rejecting (only for you).
    2. Choose whether to turn on Let the applicant know by e-mail.
    3. 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.
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