How to request a credit card payments as part of your process

⚠️ You need to connect your account with Stripe first (it's easy). If you haven't done this yet, click here.

• 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

The final experience (for your clients)

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.