PowerClerk Support Center

Program Design
Automations
Questions to ask yourself
Locating the Automations feature
Creating an Automation
FAQs
Communication Templates
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Feature reference
FAQs
Deadlines
Questions to ask yourself
Locating the Deadlines feature
How to create Deadlines
Feature reference
FAQs
Forms
Questions to ask yourself
Locating the Forms feature
How to create and edit Forms
Adding data fields
Configuring Forms
VersaForms
Sensitive Data Fields
Feature reference
FAQs
Roles
Questions to ask yourself
Locating the Roles feature
How to create and edit a Role
Feature reference
FAQs
Workflow
Questions to ask yourself
Locating the Workflow feature
How to create and edit the Workflow
Transitions
Changing a project's status
Feature reference
FAQs
Advanced Program Design
Channels
Locating the Channels feature
What are Channels?
Channels Checklist
3-Step Publishing Process
Channel Type A: Mark As Child
Channel Type B: Make Successor
Channel Type C and D: Create/Submit Related Project
Sending Signals
Document Templates
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
Feature reference
eSignatures
DocuSign template tags
Mapping eSignature tags
FAQs
Formulas and Calculated Fields
Questions to ask yourself
Locating the Formulas feature
How to create a Formula
Formula Data Dictionary
FAQs
Front Page
Questions to ask yourself
Locating the Front Page feature
How to edit the Front Page
FAQs
Incentive Design
Questions to ask yourself
Locating the Incentive Design feature
How to design an Incentive
Incentive Options
FAQs
Single Sign On (SSO)
Azure AD
Okta IDP Configuration
SP Configuration
PowerClerk API
Custom API IDs
FAQ
API Documentation for Developers
Application & Process Automation
Getting Started
Common Usage Scenarios
Using Custom IDs
API Method Reference
Code Samples
Administration
Business Days
Questions to ask yourself
Locating the Business Days feature
Setting up Business Days
FAQs
Dashboards
Questions to ask yourself
Locating the Dashboards feature
How to create widgets in your Dashboard
Other Dashboard Actions
Data Import
Questions to ask yourself
Locating the Data Import feature
How to validate a Data Import
FAQs
Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
How to use Duplicate Checks
FAQs
ePayments
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
FAQ
Import From V2
Questions to ask yourself
Locating the Import From V2 feature
How to Import From V2
FAQs
Operation Status
Questions to ask yourself
Locating the Operation Status feature
How to use the Operation Status feature
FAQs
Program Info
Project Inquiry
Questions to ask yourself
Locating the Program Info feature
How to edit the Program Info menu
Notification Banners
Billing Info
FAQs
Program Statistics
Questions to ask yourself
Locating the Program Statistics feature
How to use Program Statistics
FAQs
Reports
Questions to ask yourself
Locating the Reports feature
How to setup Reports
Multi-instance reports
Integrate scheduled Reports
Cross-Program Reports
FAQs
Test Environment
Questions to ask yourself
Locating the Test Environment feature
How to setup a Test Environment
FAQs
User Administration
Questions to ask yourself
Locating the User Administration feature
How to work with User Administration
FAQs
Web Adapter Factory
Questions to ask yourself
Locating the Web Adapter Factory
What are Web Adapters
Input and Output Fields
Connecting, Testing, and Enabling
Maintenance and Alterations
Web Adapter Message Format
FAQ
Program Reporting
Data Fields
Questions to ask yourself
Locating the Data Fields feature
How to work with Data Fields
Custom Lists and Data Field Groups
Table form element
PV System + batteries element
FAQs
Milestones
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
FAQs
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
FAQs
Project Summary
Questions to ask yourself
Locating the Project Summary feature
FAQs
How to edit the Project Summary
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
FAQs
Settings
My Account
Questions to ask yourself
Locating the My Account feature
How to use the My Account feature
Setting up Multi-Factor Authentication
MFA Recovery Guidelines
FAQs
FormSense
Questions to ask yourself
Locating the FormSense feature
How to use the FormSense feature
FAQs
Grant Access
Questions to ask yourself
Locating the Grant Access feature
How to Grant Access to users
FAQs
Integration Guides
Integration Guide 001: How to configure a Web Adapter – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
New User Video Guide
Setting up Business Days
Dashboards
Edit Forms - Tutorial #1
Edit Forms - Tutorial #2
Configuring Forms
FormSense
Build A Formula
Automation with Formulas in Action Rules
Formulas and Advanced Visibility Rules
Calculated Fields
Milestones
Project Summary
Roles and User Administration
Visualize Workflows
PowerClerk User Group Sessions (UGS)
PowerClerk Responsive Admin View

ePayments

Streamline credit card payments for application fees with secure payment processing.

ePayments


Questions to ask yourself about ePayments:

What payment provider can I use in PowerClerk?

How do I calculate my fees with Formulas?

Where do I see a report of my ePayments?

How do I set up my Stripe account?

How can I tell if my customer made their payment?

Locating the ePayments History feature

Anyone in a Role with the ePayments privilege to edit Forms in a program with ePayments enabled can add ePayment functionality to Forms and can visit a log of past payments by opening the ADMIN menu and clicking on ePayment History:

 

Locating the ePayment History feature

Figure 1: ADMIN >> ePayment History

 

How to add ePayments

ePayments

PowerClerk supports integrated ePayments via secure integration with Stripe (www.stripe.com). Stripe integration is the default and preferred ePayment option in PowerClerk. The ePayments feature is fully integrated into PowerClerk’s Forms, Workflow, and more to enable the Program Designer to determine which Form(s) require payment and whether payment is required in order to submit the Form(s). Transactions are processed in seconds (via iFrame – see Figure 1 below) without the need for the user to navigate away from PowerClerk to pay. Payment confirmation is presented to the payer and the Administrator in real time in the PowerClerk web user interface. Automatic notifications are sent to the payer in real time (and can be sent to the Utility if needed), and payment status reporting can be run from Stripe which provides real time results as well.

Clean Power Research is not directly involved in the transaction. The PowerClerk utility/agency establishes a Stripe account, which includes provisioning of a merchant account, in minutes. Credit card payments from applicants (less fees) will be deposited directly into the merchant account. Credit card transactions are between the applicant and the PowerClerk utility/agency customer; the funds never touch any Clean Power Research bank account. CPR will have neither visibility nor access to the merchant account. The PowerClerk utility/agency customer is responsible for transferring funds out of the merchant account into the account of their choosing, and transfers can be as frequent as rolling two-day basis. The PowerClerk utility/agency customer tracks incoming payments, issues refunds as needed, and manages transfers and reporting all from their Stripe account. Use of ePayments involves transaction fees by the payment platform (Stripe) and Clean Power Research.

Stripe’s transaction fees ($0.30 + 2.9% per transaction) are levied directly against each transaction amount during processing. For example, for a $50.00 ePayment charge, $48.25 will enter the merchant account, and $1.75 will go to Stripe. PowerClerk’s ePayment fees can be flat (fixed amount) per Form, or Formulas can be used to dynamically calculate the application fee amount.

The sole payment method available via the ePayments feature today is credit card.

PowerClerk provides an ePayment tab as the last page of any Form for which ePayments has been enabled. This will encapsulate the credit card information and pre-payment confirmation experience. This will take over the “Submit” experience of a Form (as in the Form with required ePayments cannot be submitted until payment is complete) and provide a payment confirmation summary upon completion of the payment process.

 

ePayment presenting Stripe iFrame

Figure 1: ePayment presenting Stripe iFrame

 

 

Payment Confirmation

Figure 2: Payment Confirmation


Stripe provides PowerClerk a transaction identifier for each transaction to make it easy for the Admin to track payment history per project from the Admin page (see Figure 3):

 

Payment History on Admin Page

Figure 3: Payment History on Admin Page

 

How to set up ePayments

To process Stripe payments through PowerClerk you will need to connect the Stripe account to your production PowerClerk program. This process entails the following steps outlined below. Once the accounts are connected you will need to configure your payment forms so that ePayments are enabled.
 
Stripe Dashboard:
 

Stripe Dashboard

Figure 4: Stripe Dashboard

 

    To Connect the Stripe account to your PowerClerk program:

  1. Log in to PowerClerk and Stripe
  2. From the Admin page, select “Connect with Stripe”:
     

    Connect with Stripe

    Figure 5: Connect with Stripe

     

  3. Click the button to “Connect with Stripe” and follow the instructions:
     

    Connect with Stripe Button

    Figure 6: Connect with Stripe Button

     

 

    After you connected with Stripe, please select from the Forms page the form you wish to enable ePayments for and click on Configure Form:
     

    Configure Form

    Figure 6: Configure Form

     
    Then follow these steps to complete your Stripe setup:

  1. Enter a Charge description (optional)
  2. Determine when payments are required (Only the First Time Form is Submitted or Always)
  3. Select the Calculated Field to calculate the amount
Configuring Forms

Figure 7: Configuring Forms

 

Video Guides

Would a video guide help to better explain Document Templates? Contact us and let us know.

FAQs

Q: Why does my "Payment ID" field remain empty while testing my Stripe payment process.
A: Stripe does not generate receipt numbers during test runs, since receipt emails are not sent out during testing. Once released to production, the Payment ID field will show the correct information as expected.  
Empty Payment ID field during testing.
Figure 8: Empty Payment ID field during testing.
Q: I would like to round the display of a decimal field within my Document Template; is this possible?
A: Yes, you are able to round the display of decimal data fields within Document Templates by using the following convention {data: