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Sertifi Support Site

Create a Payment

To add a payment to a folder:

  1. Complete the workflow and fields necessary to send a file until you reach the Configure Sending Actions screen. See Send A Folder

    The Configure Sending Actions page in a Next Gen Payment workflow.
  2. Click Add Payments/Authorizations

  3. The Add Payment window will pop up.

  4. Complete the following required fields:

    • Payment Name

    • Payment Amount

    • Payment Method (one or both can be checked)


      Payment Methods will only appear if enabled in the portal's account settings; otherwise, the default payment method is credit cards.

  5. Click Add Payment

  6. Proceed with the rest of the workflow. Your payment request will be sent with the document to be signed.

Video Guide