How to add a Payment request module into a Process

Requesting a Credit card payment - Recurring payment

ⓘ  Payments are available with the GOLD plan.

Options available when adding a payment request into your process

Name: The name of the payment request will allow people to understand what needs to be done (Eg. Service fees - $134)

Type : Type of payment.  One time charge (payment) or Subscription (subscription)

Amount: This is the actual amount of money you need to capture

Currency: Which currency do you accept

Plan: If type is Subscription, indicates the Stripe Plan to be used. Note that Plans are automatically retrieved from your Stripe account. You can create/manage your plans here : https://dashboard.stripe.com/products

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

Button text : Edit the text in the button.

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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