Introduction to Configuring

Schedules
In PDCflow, Payment schedules are an efficient way for you to collect payments from
customers who have larger balances or require installment payments on the amount that is
owed.

As a business, you choose the amount and frequency of each payment, which is processed
automatically at each interval until the balance is paid in full.

The admin can edit and configure payment schedules that help the user to reduce
chargebacks and improve customer experience.

In this documentation, we will explore:

❖ Navigation to Schedule
❖ Schedule Settings
❖ Schedule Maximum Term Table

Let’s get started 🚀

Navigation to Schedule
Sign In to your PDCflow account and you will be navigated to its dashboard. You will find the
New Schedule option at the top.

Note: Payment schedules must be ON for the account and then only the New Schedule option
will be available on the navigation bar.
Step 2: Click on Configure from the top navigation and select Schedules from the
dropdown list.

Note: Only Admins can edit and configure schedule settings. For the user with the security
group, you will need to enable permission from the administration schedule configuration
option.

To Enable Users to Configure Schedules

Step 1: Click on Configure from the top navigation and select App Users from the
dropdown list.
Step 2: Select Security Groups from the list.

A new window will appear, providing you the following options:

Field Interpretation

Actions To edit and remove the security groups

Group Name Names of the Security Group

Assigned Users Number of users assigned to the group

Step 3: Click on the Edit icon of the corresponding Group Name that you want to assign as
an Administrator for configuring “Schedule Settings”.

An Edit security group dialog will appear, providing you the list of Available Roles. Select the
Administration - Schedule Configuration option to authorize the group users with the
ability to configure schedule settings.

Step 4: Click on the Save Security Group button to update the new role.
Now the group users can easily access options available for Schedule: Settings and
Maximum Terms Table.

Schedule Settings
Click on Configure from the top, select Schedules from the dropdown, and select Settings.

A new window will redirect you to the Schedules Settings page. Configure the values in the
two respective options:

❖ Settings
 ❖ Fields

Settings
General Settings

Settings Interpretation

Allowed Payment Types Mode of payment available from card and check

Minimum Payment Amount Set the smallest allowable amount for individual payments in
schedules. (25)

Card Payment Reminder Days Specify how many days before a card payment a reminder should
be sent

Check Payment Reminder Days Specify how many days before a check payment a reminder
should be sent
Fields
Account info

Field Interpretation

Account Number Account number of the user

First Name First Name of the user

Last Name Last Name of the user

Schedule info

Field Interpretation

Amount Owed The starting balance for the schedule

Initial Payment Amount Add an initial payment that will be processed immediately when
the schedule becomes Active. The Initial payment amount will be
subtracted from the Amount owed.

Initial Payment Fee Fees currently only apply to employee-created schedules. Portals
may support fees in the future. The availability of the fee fields will
vary due to the selected Card Merchant Account.

Adjustment Provides the ability to give a discount that will be subtracted from
the Amount Owed before the schedule starts.

Amount Remaining The final balance to use for schedule creation

Schedule Interval The frequency for payments of the schedule.

Increment Option Decide if you want to create the payments by payment amount or
number of payments

Payment ($) The amount for each payment of the schedule.

Fee Fees currently only apply to employee-created schedules. Portals

may support fee in the future. The availability of the fee fields will
vary due to the selected Card Merchant Account.

Number of Future Payments The number of payments until the schedule is complete. If the only
option is 0, enter an amount owed.
 Starting On Or After Based on the interval, the first scheduled payment may be on or
after this date. If set to readonly, the default starting date will be
tomorrow

Memo Provides you options: hide, show & required.

Payment info
You will find the following fields:

Field Interpretation

Request Payment Data Send a Request Payment Flow via email or text
that will require the recipient to submit payment
information before the schedule's status is
updated to Active. If set to Yes, the schedule will
remain in Billing Requested status until the Flow
is either completed or reaches another final
status.

Payment Type Choose which payment method will be shown

by default: card or check.

Card Number Card Number of the user

Card Expiration Card Expiration date

Security Code Security code of the card

Card Merchant Account The account to use to process a card payment.

This is generally a choice between card present
and card not present.

Bank Account Number Bank Account Number

Bank Routing Number Bank Routing Number

Bank Account Type Bank Account Type

Contact shared

Field Interpretation

Email address Email address of the user

Mobile Number Mobile Number of the user

Contact Card & Contact Check

Field Interpretation

Address 1 First Address

Address 2 Second Address

City City

State State

Zip Zip

Zip Plus 4 Zip Plus 4

Country Country

Notification info

Field Interpretation

Send Consent Request The schedule will be updated to a Consent Requested status
when Send Consent Request is set to Yes; if the recipient
reviews and completes the Flow then the schedule's status will
be updated to Active. If the Flow expires the schedule's status
will be updated to Consent Failed.

Pin Description This defines the PIN that a customer should enter to access
the Flow and complete the requested authorization. This might
be "Last 4 numbers of your account number," "The last 4
numbers of your credit card number," or another shared
secret.
 Verification Pin The PIN the customer will have to enter in order to begin the
authorization process.

Flow Verification Header Message that will display at the bottom of the pin verification
screen at the beginning of a flow.

Flow Footer Message Message that will display on the pin verification screen at the
beginning of a flow.

COnsent Time Out The user will have this long to complete the consent request.
The maximum allowed is:

Click on the Save button to save the settings.

Maximum Terms Table
Maximum Terms Table is useful in cases where the business wants to limit the length of a
payment plan or ensure that payments are completed within a certain period or depending
on the scheduled amount.

To add or edit a Maximum term range, you can follow the below steps:

Step 1: Select the Maximum Terms Table from the list.

A new window will appear, providing you the following options:

Field Interpretation

Actions To edit and remove the security groups

Amount Owed Range The amount range that is owed (in $)

Maximum Terms in Months Maximum Terms in Months (in numbers)

Update Date Timestamp of the updated date

Update Users User Names

Refresh To refresh the list.

+New Maximum Range To add a new total period for which payments are payable.

Download To download the list of payments.

For example, to define a new maximum term range, click on the New Maximum Term
Range button and enter the amount and maximum term in months for a schedule. This will
automatically calculate the minimum payment amount per month.
Click on the Save Payment Range button and the new payment range will be added to the
Maximum Terms Table.