Requesting a Credit card payment - one-off payment
- Make sure you've connected your account with Stripe
- 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)
- Select the One-time payment option
- Confirm & drag and drop your module where you want
- Click at the top on 'View as end-user' to test it out
Requesting a Credit card payment - Recurring payment
ⓘ Payments are available with the GOLD plan.
- Make sure you've connected your account with Stripe
- 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. Subscribe to our Service - $XX/month)
- Select the Subscription payment option
- Confirm & drag and drop your module where you want
- Click at the top on 'View as end-user' to test it out
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
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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