This guide provides administrators with detailed instructions on how to execute instant charges directly from the admin portal of the StatStak platform. This process is applicable for various transactions such as rentals, team invoices, applying credits, or any miscellaneous charges. The procedure is designed to facilitate swift payment actions and ensure the financial operations are handled efficiently.
Step-by-Step Guide:
1. Initiate an Instant Charge:
Access the 'Instant' option from the admin portal. This can be found as a green button within your dashboard. Clicking this initiates the process to create a new charge.
2. Choose the Charge Type:
Upon clicking the 'Instant' option, a window will pop up displaying various charge types including 'Credit card', 'Pay offline', 'Team invoice', 'Credits', and 'Roster invoice'. Select the appropriate charge type based on the transaction requirements.
3. Enter Transaction Information:
After selecting the charge type, you'll need to specify the user to be charged and fill in the necessary payment details. This includes selecting the user from a dropdown list, assigning the transaction to a specific revenue category for accurate financial tracking, and inputting the exact charge amount. Detailed descriptions and any additional payment information should also be entered here to ensure clarity in the transaction records.
💬 Depending on the type of charge, different fields will be required to complete the checkout process. The description and name will be displayed to the checkout user via an emailed receipt.
4. Transition to Payment:
After entering all details, review the information for accuracy. Then, click ‘Continue to pay now’ to process the payment.
5. Finalize Payment:
Review all entered details for accuracy to ensure all fields are correctly filled. Once confirmed, proceed by clicking 'Continue to pay now' which will process the payment. This step is crucial to ensure that all transaction details are correct before final submission.
🔔 Note that a receipt will be sent to the checkout user once the payment has been completed.
6. Confirmation Message:
After the charge is successfully processed, a confirmation message will be displayed, confirming the successful transaction. This step reassures the administrator that the financial operation has been completed as intended.
This guide aims to streamline the process of initiating and processing instant charges on the StatStak Labs platform, ensuring a smooth and efficient experience for administrators. This systematic approach ensures a consistent and reliable experience within the StatStak Labs platform.
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