Take a Payment

HOW DO I TAKE A PAYMENT?

The Dashboard includes a list of the available templates for a PDCflow account. To take a payment, select the appropriate template for the type of payment being created. For example, you might select a template titled "Accept Check Payment" if you're taking an ACH payment. 

Note: an account administrator configures the titles templates and the access to the template. If you don't see a template option you believe should be available to you please contact your system administrator.  

Once you've selected a template, the template's form will load into the Dashboard. Complete the form by filling in the fields. Fields with a red asterisk are required. 

When you've completed the form, click the process button and the payment will be submitted to be processed. The confirmation screen displays the receipt and offers several options including the option to email a receipt, print a receipt, view the transaction, process another payment, and create a payment schedule. The options you see may be limited based on User and Security Group configurations. 

Related Article(s):

Still Need Help? 

Please reach out to our Customer Success team via email at: support@pdcflow.com for further assistance.