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How to add a Payment request to your checklist
How to add a Payment request to your checklist
Updated over a month ago

Requesting a Credit card payment - one-off payment

  1. Go to your Process in Resources>Processes and add a payment request

  2. Click on the Add New Steps Blue button and select the Payment module

  3. Name your module (Eg. Pay for our service $98)

  4. Select the One-time payment option

  5. Confirm & drag and drop your module where you want

  6. Click at the top on 'View as end-user' to test it out

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Requesting a Credit card payment - Recurring payment

  1. Go to your Process in Resources>Processes and add a payment request

  2. Click on the Add New Steps Blue button and select the Payment module

  3. Name your module (Eg. Subscribe to our Service - $XX/month)

  4. Select the Subscription payment option

  5. Confirm & drag and drop your module where you want

  6. Click at the top on 'View as end-user' to test it out

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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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