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All CollectionsOnboarding Steps: Forms, eSignatures...Credit Card Payments
How to create & add a payment request to your checklist
How to create & add a payment request to your checklist
Updated over a month ago

Requesting a Credit card payment

Important Note: Before you request a payment, make sure you connect your Clustdoc account with your Stripe account.

  • Go to your Process in Resources>Processes and add a payment request

  • Click on the Add New Steps Blue button and select the Payment module

  • Name your module (Eg. Pay for our service $98)

  • Confirm & drag and drop your module where you want

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Sending the invoice to end-users

If you want to, you can ask Stripe to send the paid invoice to your end-users. Tick the option to activate this option.

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The final experience (for your end-users)

On your process page, click on "View client access" at the top right of your process page to see the future payment experience.

Customers will be able to submit payments securely using most major credit cards.

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