Step-by-Step Guide
Certificates Module
Payment Handling for Specific Requests
4 min
why the enhacement? this flow ensures proper synchronization between payment processing, invoice generation, and request issuance while maintaining visibility for the user throughout the process what is validated? peoplematic now implements a seamless flow that begins when a user initiates a waiver of subrogation request in the certificates module the payment process will only be carried out by {{januscrm}} for clients using an amex or standard credit card as invoice payment method in the payroll dashboard feature breakdown user requests a waiver of subrogation from the certificate requests module a pop up displays the payment conditions at the time the wos is issued users can cancel or continue with the request the pop up will be displayed only for waiver of subrogation requests other requests that require payment will be added in the future if requested once the request is submitted, the payment procedure will take place payment will be processed by {{januscrm}} upon approval, a confirmation page/screen will display users must tap / click the 'ok' button to exit the modal for declined transactions, users have the option to retry the payment or cancel the request retry payment will attempt it again cancel will take the user to the request form completion if they leave the form before finishing, they'll lose everything they entered and have to start over a payroll record in {{januscrm}} payroll dashboard will be created, labeled \[interim] wos cert holder name an invoice must be generated in {{pro software}} , as the required amount has already been collected for it the certificate request is sent to {{januscrm}} data dashboard to issue the waiver of subrogation for the client once the waiver of subrogation is issued, the client will see it in the my request section within the certificates request module product visualizer → → approved transaction → → declined transaction