Offline Requests
The Offline Request tab inside Billing lets you request or record an offline payment for your PMSuite subscription. Use it when you prefer to pay outside the standard online checkout — for example, via bank transfer or wire payment.
Who can use it
Only administrators (super-admin and tenant-admin roles) can access the Offline Request tab. Non-admin employees and clients do not see Billing or any of its tabs.
Prerequisites
- An active PMSuite account.
- No additional payment gateway configuration is required — offline requests work independently of your online gateway settings.
How to access
- Open Settings from the sidebar.
- Select Billing at the bottom of the settings list — or use the Billing quick-link in the sidebar footer area.
- Click the Offline Request tab (the third tab, after Plan Details and Purchase History).
Direct URL: /account/settings/billing (then switch to the Offline Request tab).
Submitting an offline request
- Navigate to the Offline Request tab.
- Fill in the required details about the payment you are making or requesting.
- Submit the request.
Once submitted, the PMSuite team reviews the request. When the offline payment is confirmed as received, the request is marked accordingly and the associated plan or upgrade takes effect.
When to use offline requests
- Your organization's payment policy requires bank transfers or other non-card payment methods.
- You need to arrange payment outside standard checkout for compliance or procurement reasons.
- You want a record of the offline payment attached to your PMSuite billing history.
Effect on other features
| Area | How offline requests connect |
|---|---|
| Plan Details | After an offline payment is confirmed, your plan details (employee cap, storage quota) update to reflect the new plan or upgrade. |
| Purchase History | Confirmed offline payments appear in the Purchase History tab alongside online transactions. |
| Employee management | If the offline payment covers a plan upgrade, the higher employee limit becomes available once payment is confirmed. |
Limitations
| Limitation | Workaround |
|---|---|
| Offline requests require manual confirmation by the PMSuite team — they are not instant like online payments. | If you need immediate access to upgraded features, use an online payment method (Stripe, Mollie, Authorize.net, or Square) through the standard checkout. |
| There is no automated status notification when an offline request is confirmed. | Check the Purchase History tab or contact support at info@pmsuite.co for an update on your request. |
Troubleshooting
I submitted an offline request but my plan has not updated. Offline payments are confirmed manually. Allow time for the PMSuite team to verify receipt. If the delay seems unusual, contact support at info@pmsuite.co with your request details.
I do not see the Offline Request tab.
Confirm you are on the Billing page (/account/settings/billing). The tab is visible only to administrator roles. If you have the correct role and still do not see it, contact support.