Scenario
A company admin needs more scheduled order credits before planning additional route work.
What you will do
Before you start
Example inputs
Steps
Open financial settings or billing.
Complete this step before moving to the next workflow state.
Review current allowance and remaining credits.
Complete this step before moving to the next workflow state.
Choose a credit purchase option.
Complete this step before moving to the next workflow state.
Review monthly scheduled order amount.
Complete this step before moving to the next workflow state.
Continue to Stripe checkout.
Complete this step before moving to the next workflow state.
Complete payment.
Complete this step before moving to the next workflow state.
Return to Rouptimize.
Complete this step before moving to the next workflow state.
Review purchase history.
Complete this step before moving to the next workflow state.
Retry route planning if the previous blocker was insufficient credits.
Complete this step before moving to the next workflow state.
Success checklist
Common mistakes
User lacks billing permission.
Payment is abandoned before Stripe completion.
Admin expects unlimited scheduled orders after starter credits.
Pricing copy is not checked against current financial settings before publishing.
Related docs
Related product pages
Ready for the next dispatch step?