How to Let Customers Attach a Prescription Later

Not every customer has the prescription to hand at checkout. Attach later lets them pay now and upload it afterwards, instead of abandoning the cart. The order does not move until the file arrives and is approved.

Step 1: Switch Attach Later on

Go to DevDiggers Plugins → Prescriptions → Configuration → Customer Experience and tick Attach Later. It is on by default.

The Attach Later switch on the Customer Experience tab

Click Save Changes. This setting is in the free version.

Step 2: The customer picks Attach later at checkout

The upload box now has two tabs. The customer clicks Attach later.

The Attach later tab selected, with a note that the prescription must be attached later

The upload area disappears, a note says the prescription must be attached to the order later, and Place order is available straight away.

A guest is told to log in first. Only an account can come back to the order, so a guest who places the order this way is refused at checkout.

If the customer uploaded a file and then switched to Attach later, that file is deleted when the order is placed. The choice is one or the other.

Step 3: The order waits as Attachment Pending

The order is placed with the prescription status Attachment Pending and held On hold.

The Orders list with an order Awaiting upload and marked Attachment Pending

On the Orders screen its Prescription column says Awaiting upload. It counts on the dashboard under Awaiting Review, but it is not in the review queue yet, because there is nothing to review.

In Pro, the Missing Prescription reminder emails the customer once if the file has not arrived after Remind After hours, 24 by default.

The upload reminder email asking the customer to upload their prescription

Step 4: The customer uploads from the order page

The customer opens the order from My Account → Orders. The prescription box on the order page has the upload area and the details form open.

The customer’s order page with the upload box waiting

They upload the file and fill in the details.

The order page with the file uploaded and the details filled in

Then they click Submit for Approval. Every mandatory detail must be filled first.

Step 5: Review it as normal

The prescription moves to Pending, the store gets the new-prescription email, and the order joins the review queue.

The order page after submitting, with the prescription Pending

From here it is an ordinary prescription. See How to Approve or Reject a Prescription.