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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.

    2024-add-payment.png
  4. Add a Payment name and Payment Amount.

    Optionally, you can also add a Due Date, or enable surcharging for the payment if required by your property's policies. The surcharge fee is collected at the time of payment. Surcharges are not applied to debit cards or ACH payments.

  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