DCDial CoPilot: Process Payment

Here’s how to use it:

• From the Process Payment screen, choose a contact on whose behalf you will be processing a payment. If the contact is not listed, you can add a new contact by clicking 'Add New Contact'.
  
• Alternatively, you can parse contacts from the current webpage by clicking “Show Page Contacts”. 
  

Selecting a Payment Method:

• Choose from saved payment methods or add a new one. This could be a credit card or a bank account (ACH).
  

Choosing Payment Type:

• You have the option to process a one-time payment or set up scheduled payments.
  
• For one-time payments, simply enter the transaction amount.
  
• For scheduled payments, input the start date, the number of transactions, and the frequency (e.g., Monthly).
  

Entering Payment Details:

• Fixed: This option means that each payment in the schedule will be the same predetermined amount. You’ll need to specify the amount in the ‘Transaction Amount’ field.
• Custom: This option allows for each payment in the schedule to be a different amount, which you can manually set.
• Auto: This option automates the calculation of each payment amount based on the outstanding balance divided by the number of transactions.

You will see a summary of the scheduled payments, including dates and amounts for each transaction, along with the total.

Reviewing and Confirming:

• Review all payment details carefully. You can use the 'Preview' feature to see how the payment information will appear.
  
• Once you have confirmed that all details are correct, click 'Confirm' to process the payment.
  

Final Steps:

• After confirmation, the payment or schedule will be processed according to the details provided.
  
• You can track the payment status from your Dashboard > Payments tab to ensure it is completed or to address any issues that may arise.