An account administrator can configure schedule settings so that the appropriate options are available for employees creating schedules and for customers accessing payer-created schedules via portals.
In this documentation, we will explore:
- Navigate to New Schedule
- Enable Users to Configure Schedules
- Configure Schedule Settings
- Configure Maximum Term Table
Let’s get started.
1. Navigate to New Schedule
After you've signed in to your PDCflow account, you will find the New Schedule option in the top navigation.
Note: Payment schedules must be On for the account for the New Schedule option to be available. If you can't see this option but think you should please contact your account administrator.
2. Enable Users to Configure Schedules
User access to Configure Schedules is limited by Security Group permissions. Here are the steps necessary to grant a user access to configure schedules.
Step 1: Click on Configure from the top navigation and select App Users from the dropdown list.
Step 2: Select Security Groups from the list.
A new window will appear, providing you with the following options:
| Field | Description |
| Actions | To edit and remove the security groups |
| Group Name | Name of the Security Group |
| Assigned Users |
Number of users assigned to the group |
Step 3: Click on the Edit icon of the corresponding Security Group that will be assigned "Administrator - Schedule Configuration" permission.
The Edit Security Group page will provide you with the list of available roles for the Security Group. Select the Administration - Schedule Configuration option to authorize the group users with the ability to access and schedule configurations.
Step 4: Click on the Save Security Group button to save the change.
Now the group users can access options available in the Configure > Schedule navigation.
4. Configure Schedule Settings
Click on Configure from the top, select Schedules from the dropdown, and select Settings.
A new window will redirect you to the Schedules Settings page. Configure the values in the two respective tabs:
- Settings
- Fields
Settings Tab
General Settings
| Settings | Description |
| Allowed Payment Types | Mode of payment available from card and check |
| Minimum Payment Amount | Set the smallest allowable amount for individual payments in schedules |
| Card Payment Reminder Days | Specify how many days before a card payment a reminder should be sent |
| Check Payment Reminder Days | Specify how many days before a check payment a reminder should be sent |
Fields Tab
Account Info
| Field | Description |
| Account Number | Account number of the schedule |
| First Name | First Name of the user |
| Last Name | Last Name of the user |
Schedule Info
| Field | Description |
| Amount Owed | The starting balance for the schedule |
| Initial Payment Amount | Add an initial payment that will be processed immediately when the schedule becomes Active. The Initial Payment Amount will be subtracted from the Amount Owed to calculate an Amount Remaining. |
| Initial Payment Fee | Fees currently only apply to employee-created schedules. Portals may support fees in the future. The availability of the fee fields will vary due to the selected Card Merchant Account. |
| Adjustment | Provides the ability to give the customer a discount and reduce the amount that will be collected in a schedule. The Adjustment amount is subtracted from the Amount Owed before the Amount Remaining (and scheduled payments) are calculated. |
| Amount Remaining | The balance to be collected in a schedule |
| Schedule Interval | The frequency for a schedule's payments |
| Increment Option | Decide whether payments will be set by payment amount or by the number of payments |
| Payment ($) | The amount for each payment in the schedule |
| Fee | Fees currently only apply to employee-created schedules. Portals may support fees in the future. The availability of the fee fields will vary due to the selected Card Merchant Account. |
| Number of Future Payments | The number of payments until the schedule is complete. If the only option is 0, enter the Amount Owed. |
| Starting On Or After | Based on the interval, the first scheduled payment may be on or after this date. If set to read-only, the default starting date will be tomorrow |
| Memo | Provides options to hide, show, and require a memo (a description or message useful to your organization) for each schedule. |
Payment Info
| Field | Description |
| Request Payment Data | Send a Request Payment Flow via email or text that will require the recipient to submit payment information before the schedule's status is updated to Active. If set to Yes, the schedule will remain in Billing Requested status until the Flow is either completed or reaches another final status. |
| Payment Type | Choose which payment method will be shown by default (card or check) |
| Card Number | Customer's credit card number |
| Card Expiration | The credit card's expiration date |
| Security Code | The credit card's security code (sometimes called a CVD or CVV) |
| Card Merchant Account | The account to use to process a card payment. This is generally a choice between card present and card not present. |
| Bank Account Number | Customer's bank account number |
| Bank Routing Number | Customer's bank account routing number |
| Bank Account Type | Customer's bank account type |
Contact Shared
These are fields used for both types of payment methods (card and check).
| Field | Description |
| Email address | Customer's email address |
| Mobile Number | Customer's mobile number |
Contact Card & Contact Check
| Field | Description |
| Address 1 | Customer's street address |
| Address 2 | The second line of the customer's address |
| City | City (customer's address) |
| State | State (customer's address) |
| Zip | Zip (customer's address) |
| Zip Plus 4 | Zip Plus 4 (customer's address) |
| Country | Country (customer's address) |
Notification Info
| Field | Description |
| Send Consent Request | The schedule will be updated to a Consent Requested status when Send Consent Request is set to Yes; if the recipient reviews and completes the Flow then the schedule's status will be updated to Active. If the Flow expires the schedule's status will be updated to Consent Failed. |
| PIN Description | Describe what piece of data a customer must answer to verify their identity and open, access, and complete a Flow request. A PIN Description might be "Last 4 numbers of your account number," "The last 4 numbers of your credit card number," or another secret shared between your organization and the customer. |
| Verification PIN | The answer to the secret shared between your organization and your customer. If the PIN Description is "Last 4 numbers of your account number" then you will enter the last 4 numbers of the customer's account number. The customer must enter a matching Verification PIN to verify their identity and open, access, and complete a Flow request. |
| Flow Verification Header | The message that will be displayed at the top of the PIN verification screen that the recipient sees at the beginning of a Flow |
| Flow Footer Message | The message that will be displayed at the bottom of the PIN verification page that the recipient sees at the beginning of a Flow |
| Consent Time Out | The length of time in days that a Flow recipient will have to complete a Flow request and after which the Flow will Expire |
Click on the Save button to save the settings.
4. Configure Maximum Terms Table
The Maximum Terms Table configuration is useful for organizations that need to limit the allowed length of time a payment schedule may be. Time and amount ranges set up to limit the maximum terms in months a schedule may last based on the amount owed.
To add or edit a Maximum Term Range, follow these steps.
Step 1: Select the Maximum Terms Table from the list.
A new window will appear, providing you with the following options:
| Field | Description |
| Actions | To edit and remove the range |
| Amount Owed Range | The amount range that is owed (in $) |
| Maximum Terms in Months | The maximum number of months a schedule may last |
| Update Date | Timestamp of the more recent update to the range |
| Update Users | The user who made the most recent update to the range |
| Refresh | Refresh the list |
| New Maximum Term Range | Add another range |
| Download | Download the list of ranges |
For example, to define a new maximum term range, click on the New Maximum Term Range button and enter the amount and maximum term in months for a schedule. This will automatically calculate the minimum payment amount per month.
Click on the Save Payment Range button and the new payment range will be added to the Maximum Terms Table.
Still need help?
Please reach out to our Customer Success Team at support@pdcflow.com for further assistance.