DASHBOARD -
The Dashboard is the homepage for your PDCflow account. When you log in it will already have a template or templates to work with. Templates can be Flow, Card, Cash, or Check templates that you use to create payments or send Flows. The most commonly used templates will appear at the top of this list of templates on the right-hand side of the Dashboard page.
FLOWS -
A FLOW is an electronic communication tool designed to streamline interactions with your customers according to the business parameters established by your system administrator. Within a FLOW you can request signatures on documents, photos of documents or identification cards, and payments. Some FLOWS may only utilize one of these functions while others may use a combination.
TAKE A CARD, CASH, OR CHECK PAYMENT
Payments can be created on the Dashboard. Our system supports credit card and ACH (check) payment methods and also supports cash payment recording.
A payment method won't show up in an account if the payment service isn't active for an account. If you need more payment methods available in your account, your system administrator should reach out to our Customer Success team by emailing support@pdcflow.com to request the additional services.
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