1
Open financial settings or billing.
Open financial settings or billing.
Reports and billing
Buy route-order credits
Check credit balance, choose monthly scheduled order credits, complete Stripe checkout, and review history.
A company admin needs more scheduled order credits before planning additional route work.
Difficulty: Admin
Time: 5-10 minutes
Steps
2
Review current allowance and remaining credits.
Review current allowance and remaining credits.
3
Choose a credit purchase option.
Choose a credit purchase option.
4
Review monthly scheduled order amount.
Review monthly scheduled order amount.
5
Continue to Stripe checkout.
Continue to Stripe checkout.
6
Complete payment.
Complete payment.
7
Return to Rouptimize.
Return to Rouptimize.
8
Review purchase history.
Review purchase history.
9
Retry route planning if the previous blocker was insufficient credits.
Retry route planning if the previous blocker was insufficient credits.
Prerequisites
Admin or billing access.
Admin or billing access.
Company account.
Company account.
Payment method.
Payment method.
Understanding of planned scheduled order volume.
Understanding of planned scheduled order volume.
Common mistakes
User lacks billing permission.
User lacks billing permission.
Payment is abandoned before Stripe completion.
Payment is abandoned before Stripe completion.
Admin expects unlimited scheduled orders after starter credits.
Admin expects unlimited scheduled orders after starter credits.
Pricing copy is not checked against current financial settings before publishing.
Pricing copy is not checked against current financial settings before publishing.
What you will do
Open financial settings.
Open financial settings.
Check current credit balance.
Check current credit balance.
Choose a monthly scheduled order credit amount.
Choose a monthly scheduled order credit amount.
Start Stripe checkout.
Start Stripe checkout.
Confirm checkout result.
Confirm checkout result.
Review purchase history.
Review purchase history.
Related links
Docs
Manage route-order credits
Docs
Troubleshooting
Feature
Billing and support
Feature
Pricing
Track each step in your next run
Start with the current Rouptimize workflow and bring your dispatch, drivers, proof, and reporting into one operating system.