DCDial CoPilot: Process Payment

Here’s how to use it:

Accessing Process Payment:

• Navigate to the 'Process Payment' option from the main dashboard or Quick Actions menu.

Selecting a Contact

• Choose a contact for whom you will be processing a payment. If the contact is not listed, you can add a new contact by clicking 'Add New Contact'.
• You can also extract contacts from the current webpage using 'Show Page Contacts'.

Selecting a Payment Method:

• Choose a saved credit card or ACH bank account, or add a new payment method.

Choosing Payment Type:

• You have the option to process a one-time payment or set up scheduled payments.
  

• One-Time Payment

• Enter the transaction amount to process a real-time payment immediately.
• If your account settings allow, you’ll see an Apply Convenience Fee toggle to add a processing charge on top of the amount.
• Scheduled Payment
• Set up a payment plan to charge the customer over time.
• Provide a start date, number of transactions, and frequency (e.g., Monthly)

Entering Payment Details for Scheduled Payments:

• Fixed: Every payment in the schedule uses the same amount entered in the Transaction Amount field.

• Custom: Manually set a different amount for each payment in the schedule.

• Auto: Automatically splits the total balance evenly across all scheduled transactions.

A summary will show the full schedule, including payment dates and amounts.

Reviewing and Confirming:

• Review all payment details carefully. You can use the 'Preview' feature to see how the payment information will appear to the customer.
  
• Once verified, click Confirm to finalize the one-time payment or activate the payment schedule.

Tracking Payments:

• All payment activity—whether immediate or scheduled—can be monitored from Dashboard > Payments.