A step to complete a CC payment can be added to your checklists. Whether in a process (standard requirement) or in a live application (specific to an end-user). Read on to discover how to do so.
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