---
title: Payment Settings and Account Directives in PDCflow
description: If you want to start accepting payments, PDCflow makes it easy to get set up and manage your payment processing.
---

[Skip to content](https://support.pdcflow.com/overview-about-directives#main-content)

English

Show submenu for translations

[![pdcflow\_logo\_horizontal\_full\_color\_expanded](https://support.pdcflow.com/hs-fs/hubfs/PDCflow%20Logos/pdcflow_logo_horizontal_full_color_expanded.png?width=300&height=100&name=pdcflow_logo_horizontal_full_color_expanded.png)](https://support.pdcflow.com/?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [App Login](https://app.pdcflow.com/)

[App Login](https://app.pdcflow.com/)

 Welcome to PDCflow's Help Center

- There are no suggestions because the search field is empty.

1. [PDCflow Help Center](https://support.pdcflow.com/?hsLang=en)
2. [Payments / Transactions](https://support.pdcflow.com/payments-transactions?hsLang=en)

# 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](https://support.pdcflow.com/hs-fs/hubfs/Screenshot%202026-02-11%20at%202.34.52%20PM.png?width=587&height=197&name=Screenshot%202026-02-11%20at%202.34.52%20PM.png)
  
  \*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](https://support.pdcflow.com/hubfs/PDF%20Downloads%20-%20Compliance%20/%5BGuide%5D%20Electronic%20Funds%20Transfer%20Act%20Authorization%20Requirements_PDCflow.pdf?hsLang=en)) 

\*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](mailto:support@pdcflow.com).

For information about migrating Directives via API integration, view our Schedule Service documentation [here](https://apidocs.pdcflow.com/#account-directive-migration) or contact our [API Developer Support Team](mailto:apisupport@pdcflow.com).

- [Getting Started](https://support.pdcflow.com/getting-started?hsLang=en#main-content)

    - [Demos](https://support.pdcflow.com/getting-started?hsLang=en#demos)
- [Flow Requests](https://support.pdcflow.com/flow-requests?hsLang=en)
- [Payments / Transactions](https://support.pdcflow.com/payments-transactions?hsLang=en#main-content)

    - [Credit Card Payments](https://support.pdcflow.com/payments-transactions?hsLang=en#credit-card-payments)
    - [Check (ACH) Payments](https://support.pdcflow.com/payments-transactions?hsLang=en#check-ach-payments)
    - [Cash Payments](https://support.pdcflow.com/payments-transactions?hsLang=en#cash-payments)
    - [Portals](https://support.pdcflow.com/payments-transactions?hsLang=en#portals)
    - [Payment Schedules](https://support.pdcflow.com/payments-transactions?hsLang=en#payment-schedules)
- [Reporting](https://support.pdcflow.com/reporting?hsLang=en#main-content)

    - [Financial Reports](https://support.pdcflow.com/reporting?hsLang=en#financial-reports)
    - [Check Posting Reports](https://support.pdcflow.com/reporting?hsLang=en#check-posting-reports)
    - [Schedules Reports](https://support.pdcflow.com/reporting?hsLang=en#schedules-reports)
- [Configuring PDCflow](https://support.pdcflow.com/configuring-pdcflow?hsLang=en#main-content)

    - [Configuring App Settings](https://support.pdcflow.com/configuring-pdcflow?hsLang=en#configuring-app-settings)
    - [Configuring App Users](https://support.pdcflow.com/configuring-pdcflow?hsLang=en#configuring-app-users)
    - [Configuring Flow Components](https://support.pdcflow.com/configuring-pdcflow?hsLang=en#configuring-flow-components)
- [API Documentation](https://support.pdcflow.com/api-documentation?hsLang=en)
- [Leaving PDCflow](https://support.pdcflow.com/leaving-pdcflow?hsLang=en)

[![pdcflow\_logo\_horizontal\_full\_color\_expanded](https://support.pdcflow.com/hs-fs/hubfs/PDCflow%20Logos/pdcflow_logo_horizontal_full_color_expanded.png?width=300&height=100&name=pdcflow_logo_horizontal_full_color_expanded.png "pdcflow_logo_horizontal_full_color_expanded")](https://www.pdcflow.com)

[Powered by PDCflow](https://www.pdcflow.com/) | [Support](https://ticketsupport.pdcflow.com/mytickets?hsLang=en) | [Privacy Policy](https://www.pdcflow.com/privacy-policy/) | [Terms of Use](https://www.pdcflow.com/terms-of-use/)<https://www.pdcflow.com/>

Copyright © 2026, PDCflow