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Direct Invoice payments after signing
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What’s New?

  • Direct invoice payments are available immediately after the primary user signs the document.
  • Sign documents and make payments in one streamlined process.
  • Reduces the need for separate invoicing, improving efficiency.
  • The feature will support only product lists with one-time products.

How to Use?

  1. Create Document: Upload your contract or agreement or create one from scratch for signing.
Screenshot 2024-09-18 at 17
Screenshot 2024-09-18 at 17
Screenshot 2024-09-18 at 17
  1. Enable direct payments:
  • Enable payments by switching the toggle on. 
  • Product lists with one-time products will be supported for direct payments.
  • Primary recipient will be directed to the invoice page directly, all others will complete the signing only.
Screenshot 2024-09-18 at 17
Screenshot 2024-09-18 at 17
  1. Send for Signing: Send the document for the recipient’s signature.
  2. Complete Payment: The primary recipient pays directly through the document after signing.
Screenshot 2024-09-18 at 17
  1. Track Payments: After sending, track payments either from the document section or from invoices.
Screenshot 2024-09-18 at 17

“Why did we build it?”

  • To simplify contract signing and payments into a single flow. 
  • Enhance user experience by speeding up the payment process post-signature.

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