Workflow for new constituents. How to add a doc verification step?
One part of your flow that isn't clear is: what happens if someone registers with a cc and then is rejected? You probably don't want to have to refund a cc, right?
For a similar setup, what I did was to limit the payment method to pay later and set the instructions as &quot;sit tight until you hear from us&quot;, and then after the validation/approval process, they were sent an invoice that they could pay by cheque or using a credit card (you can pay an invoice via cc using a direct link in the invoice if you set it properly).
The only wiring necessary was the notifications, which can be done in various ways.