Take a Payment from the Dashboard

In your app, open the Dashboard
Select payment template (ex: "Accept Check Payment")
Note: Admin controls template access—if missing, contact them
Fill required fields (**red asterisk * ***)

Note: Many of the fields have a helpful tooltip that you can click to learn more about it. For example, Reuse Authorization offers this description: "Selecting Yes indicates you obtained the payer's consent to store the payment information in compliance with payment processing regulations; leave No selected otherwise"
When you've entered in the appropriate info, click Process Payment
A temporary popup notification will inform you if the transaction was successful

The confirmation screen provides these action options:

Option	What It Does
Email Receipt	Send a receipt to customer
Print Receipt	Print receipt for records
View Receipt	See the receipt details on this page
View Transaction	See full payment details in reporting
Duplicate Payment	Copy this info to start another payment
Create Schedule	Copy this info to start a payment schedule
Edit Template	Modify template settings (Admin only)

Note: Options shown depend on your user permissions.

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

Use pre-configured templates to quickly process Card, Check, Cash, or Flow payments.