Step 1. Make sure you've connected Clustdoc to Stripe
You'll first need to connect your Clustdoc account to your Stripe account. Learn how to here
Step 2. Add a payment request to your live application
Then follow the steps below
- Go to Applications and select the one you need
- Click on the Add New steps blue button
- Select Credit Card Payment
- Name your step (Eg. Please pay the service - $98) and fill out the required fields
- ✅ You're done!
Options available when adding a payment request into a live application
Name: The name of the payment request will allow people to understand what needs to be done (Eg. Service fees - $134)
Amount: This is the actual amount of money you need to capture
Currency: Which currency do you accept
Instructions: This is a text that will show when users will be about to pay
Tooltip: This is a text that will show when end-users mouse over the related step (being to pay) while on the checklist
Approval: This is about which status you want to show once the step is completed (Pending review or approved) knowing that a completed payment will naturally move the step to 'On going'
Required: Whether this step is mandatory or optional
Visible to end-user: Is this a payment that end-users need to complete? Otherwise you can hide it.
Dropdown options: Select where in your checklist you want to add this payment request
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