PDCflow User Interface

User Workflow Tutorials

• Administrator Workflow Intro
• Cashier & Regular Intro

SCHEDULES

• Adding Schedule Options to Payment Portals
• SCHEDULES Tab Overview
• Creating a Payment Schedule
• Editing A Recurring Schedule

DASHBOARD

• Receiving SMS from PDCflow
• Getting Started - Send a FLOW
• Payer Authorization to Use Payment Credentials for Future Transactions in FLOW
• Sending ACH Check Payments from PDCflow
• DASHBOARD Basics
• Take a Payment

REPORTING

• Handling Email Opt-outs and Blocked Email Addresses
• Email Messaging and SMS Messaging
• Using FLOW Reporting
• SMS Delivery Statuses
• Reporting Overview
• How soon can I expect to receive my deposits?

See all 11 articles

API Documentation

• Collecting Billing Data with SignatureService API
• Creating a Document Overlay with SignatureService
• Integrating to Secure Overlay API
• Unique IDs with Transaction Service API
• SMS Delivery Status with SignatureService API

FAQ

• How do I make Department assignments?
• Common Credit Card Processing Errors

ACCOUNT

• How to set up a User
• ACCOUNT Tab Overview
• How to set up Security Groups
• How to set up a Department
• Logging Into PDCflow
• My Account

CONFIGURE

• How to add a FOOTER to a flow
• How to Create Verification PIN Page Messages
• Using PDCflow to Track Cash Transactions
• What are Directives?
• How to Configure App Settings
• How to Create and Edit Email Messages

See all 17 articles

ACH/eCheck Processing - Important information

• NACHA Excessive Return Rate Information
• ACH Batch information
• ACH Correction Codes
• ACH Funds Availability Information
• ACH Return Codes information