Collecting Payments

You embed payment gateways directly into your checklist. This ensures clients pay their setup fees or retainers before proceeding with onboarding.

The payment block integrates with your connected billing provider. Clients enter their credit card details without leaving the portal.

Adding a Payment Block

1. Open your project checklist in the builder.
2. Drag the Payment Gateway block onto the canvas.
3. Specify the exact payment amount required.
4. Select the correct currency for the transaction.
5. Make the field required to block further progress until paid.

[IMAGE_PLACEHOLDER: The builder showing the settings for a Payment Gateway block including amount and currency inputs]

Submitting a Payment

1. The client arrives at the payment step in their portal.
2. The client reviews the requested amount and currency.
3. The client enters their credit card information into the secure field.
4. The client clicks the button to authorize the charge.
5. The system verifies the payment and unlocks the next checklist steps.

[IMAGE_PLACEHOLDER: The client portal view showing the integrated payment checkout form]