Important Note: Clustdoc does not process payments. To receive payments you'll need to connect your Clustdoc account with a Stripe account (Payment processing solution).
Setting up your Stripe account
Click here to open a Stripe account
Connect your account to your bank account and activate it
Enable Checkout - See how to do so here
Connecting Clustdoc to Stripe
In your Stripe account, go to 'Developers>API Keys' copy and paste your API key and secret API key and add them to your Clustdoc account.
Back to Clustdoc, click on your Profile Picture> Settings and go to Account Integrations on the sidebar to set up Stripe so you can receive payments through your application portals.
In your Clustdoc account, add in the fields Stripe credentials, and other alternatives (Such as how to get paid by cheque or wire transfer)
Adding a payment request to your process or applications
Now that you've connected your Stripe with your Clustdoc account, you're ready to add payment requests to your onboarding workflows. Learn here how to add a payment request to a process or a live application.
Add other payment methods
You can offer your clients additional payment methods besides credit cards, such as :
SEPA Direct Debit
Deferred payments, etc.
⚠️ To offer these options, you must first activate them in your Stripe dashboard.
If you don’t know how to do this, check out Stripe’s help article here : https://support.stripe.com/questions/activate-a-new-payment-method?locale=en-US
In case of technical issues
If an error occurs during a payment, you can visit this Stripe page for more information and to troubleshoot the issue : https://dashboard.stripe.com/workbench/logs