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How to add a Payment request to your checklist

  • Updated

Requesting a Credit card payment - one-off payment

  1. Make sure you've connected your account with Stripe 
  2. Go to your Process in Resources>Processes and add a payment request
  3. Click on the  Add New Steps Blue button and select the Payment module
  4. Name your module (Eg. Pay for our service $98)
  5. Select the One-time payment option
  6. Confirm & drag and drop your module where you want
  7. Click at the top on 'View as end-user' to test it out

Paiement_en.gif

 

Requesting a Credit card payment - Recurring payment

  1. Make sure you've connected your account with Stripe 
  2. Go to your Process in Resources>Processes and add a payment request
  3. Click on the  Add New Steps Blue button and select the Payment module
  4. Name your module (Eg. Subscribe to our Service - $XX/month)
  5. Select the Subscription payment option
  6. Confirm & drag and drop your module where you want
  7. Click at the top on 'View as end-user' to test it out

 

Capture_d_e_cran_2021-04-19_a__21.05.59.png

 

Available options when adding a payment request into your process

Type Description
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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