Reports and billing

Buyroute-ordercredits

Check credit balance, choose monthly scheduled order credits, complete Stripe checkout, and review history.

5-10 minutesAdminbuy route order credits

Scenario

A company admin needs more scheduled order credits before planning additional route work.

What you will do

Open financial settings.
Check current credit balance.
Choose a monthly scheduled order credit amount.
Start Stripe checkout.
Confirm checkout result.
Review purchase history.

Before you start

Admin or billing access.
Company account.
Payment method.
Understanding of planned scheduled order volume.

Sample data

Starter allowance: 200 scheduled order credits.
Minimum self-serve purchase: 1,000 scheduled order credits, if current.
Self-serve range: up to 50,000 scheduled orders per month, if current.

Steps

01

Open financial settings or billing.

Capture a focused screenshot for this state when it changes the user's understanding.

02

Review current allowance and remaining credits.

Capture a focused screenshot for this state when it changes the user's understanding.

03

Choose a credit purchase option.

Capture a focused screenshot for this state when it changes the user's understanding.

04

Review monthly scheduled order amount.

Capture a focused screenshot for this state when it changes the user's understanding.

05

Continue to Stripe checkout.

Capture a focused screenshot for this state when it changes the user's understanding.

06

Complete payment.

Capture a focused screenshot for this state when it changes the user's understanding.

07

Return to Rouptimize.

Capture a focused screenshot for this state when it changes the user's understanding.

08

Review purchase history.

Capture a focused screenshot for this state when it changes the user's understanding.

09

Retry route planning if the previous blocker was insufficient credits.

Capture a focused screenshot for this state when it changes the user's understanding.

Success checklist

Credit balance or plan reflects the purchase.
Purchase history includes the checkout.
Dispatcher can continue route planning when credits were the blocker.

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.

Screenshots to capture

Use anonymized product data. These are screenshot requirements for the final tutorial pass.

tutorial-buy-route-order-credits-financial-settings.png

Financial settings overview.

tutorial-buy-route-order-credits-balance-card.png

Credit balance/allowance card.

tutorial-buy-route-order-credits-purchase-options.png

Credit purchase options.

tutorial-buy-route-order-credits-stripe-checkout.png

Stripe checkout handoff with demo/anonymized data.

tutorial-buy-route-order-credits-success-return.png

Successful return to Rouptimize.

tutorial-buy-route-order-credits-purchase-history.png

Purchase history table.

tutorial-buy-route-order-credits-insufficient-credits.png

Insufficient credits dialog.

Ready for the next dispatch step?

Continue with optimize a day of deliveries.

Next tutorialRead docs