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Payment Settings and Account Directives in PDCflow

If you want to start accepting payments, PDCflow makes it easy to get set up and manage your payment processing.

Requesting Payment Services within PDCflow

  • To accept digital payments (like Credit Cards, Cash, or ACH), you’ll need to apply for payment processing accounts. You can request your desired payment services by logging into your PDCflow Account > Clicking Configure > then Payment Settings > Lastly, Request the desired service. Once a service has been requested, a PDCflow team member will be in touch with you to provide additional information or next-steps to apply for the requested processing accounts. 

    Screenshot 2026-02-11 at 2.34.52 PM

    *Please note: If the 'Credit Card Payments' option says "Add Cards", you will instantly be redirected to the Card processing application and will not require a PDCflow team member to connect with you before applying. 

  • Once your processing accounts are approved, our Customer Success Team will set up each service with a corresponding Account directive in the same Payment Settings area to reflect each payment service available to you. 

Managing Directives in Your PDCflow Account

Access directive settings by selecting the Configure tab in your PDCflow account > clicking Payment Settings. The active directives for your PDCflow account will load as a list. To view or edit details of a directive, click Edit.

  • Directive Name: Set the visible name for the Directive that should appear on payment details

  • Activation Status: Set a Directive to Active or Inactive (if a Directive is set to Inactive, future payments can be reassigned to another available and valid Directive)

  • Allowed Card Types: Set a Card Directive to accept specific card types 

  • SEC Code: Assign the Authorization-required SEC Code for a check Directive (learn more about Authorization Requirements and NACHA-mandated SEC codes here) 

*For security reasons, many sensitive payment settings can only be updated by contacting our Customer Success Team. To initiate other updates to a directive, send an email and non-sensitive information about the needed change to support@pdcflow.com.

Need Additional Help?

Email our Customer Success team at support@pdcflow.com.

For information about migrating Directives via API integration, view our Schedule Service documentation here or contact our API Developer Support Team.