There are numerous events that can trigger notifications. To understand when and why particular notifications are sent, see the following flow charts ordered by type of transaction and payment method:
One-Time or Initial Transaction Notifications
When your customers make a one-time purchase or sign up for a subscription, our platform sends out a number of notifications. The following flow charts show the events and the corresponding notifications for different payment methods:
Online and Offline Payments
Recurring Transaction Notifications (Auto-Renewal)
When a customer's subscription renews automatically, our platform sends out a number of notifications. The following flow charts show the events and the corresponding notifications for different payment methods:
Recurring Transactions (Manual Renewal)
When a customer's subscription renews using a manual renewal process, our platform sends out a number of notifications. The following flow charts show the events and the corresponding notifications for different payment methods:
Quotes
When corporations, governments, or educational institutions request a price quote to pre-approve purchases, the Cleverbridge platform sends out a number of notifications. The following flow charts show the events of the two main scenarios and the corresponding notifications:
Quote and Proforma Invoice Process
Quote-to-PO Process
Purchase Orders
When institutional customers submit a purchase order, our platform sends out a number of notifications. The following flow chart shows the events and the corresponding notifications:
Self-Service Refund
If a customer would like to request a refund for a purchase and the purchase is eligible for automatic refund, they can fill out the Refund Request Form. The following flow chart shows the events and the corresponding notifications triggered when a customer submits this form:
