Process Customer Payments

1. Login to access the Admin Portal through the SubscriptionFlow app. Once logged in, you will land on the Dashboard. Next, click on 'Customers' in the left-hand side panel.

2. After clicking on 'Customers', you can access the 'All Customers' list. Here, click on any customer for whom you want to process the payment. Once you enter the customer information view, click on the ‘Process Payment’ button.

 3. After clicking the 'Process Payment' button, you will be redirected to a new page where you can add the customer’s name, payment type, payment method, and payment amount.

 4. In the Payment Type category, you can select an option from the dropdown menu.

 5. To add the payment method, click on the blue ‘+’ sign in front of the field.

 6. Once you click on the ‘+’ sign, a pop-up window will appear, allowing you to select the desired payment gateway. Additionally, you are required to fill out the Account Holder’s information. 

Note: Ensure that your selected payment gateway is set as the Default in the 'Payment Settings' under the Billing category in the Administration Settings for this process to run smoothly.

 7. After filling out the details, set the payment method as the default. Next, click on the 'Save' button.

 8. Now, you can select the default payment method from the dropdown menu. After saving the details, a green pop-up notification will appear in the top right-hand corner of the screen, indicating that the payment method has been successfully added.

9. Next, click on the 'Proceed' button to process the payment.

10. Once you click on the ‘Proceed’ button, a pop-up window will appear, asking for your final confirmation to process the payment. Click on the ‘Yes’ button.

11. After clicking on 'Yes', a green pop-up notification will appear in the top right-hand corner of the screen, indicating that the payment has been processed successfully.