flexile-white-logo
a
Documents and Contracts: Recurring Payments Support after signed document

December 20, 2024

What’s new?

  • Recurring payments are now supported in 2in1 Documents, where senders can collect payment right after a document is signed. Earlier, only one-time payments were supported.
  • If a recurring payment schedule falls on the date of signing -> the user will be immediately redirected to the invoice, if not, the invoice will be sent on the planned date.

How to use it?

  • Go to Documents and Contracts
  • Create a new document -> add a product list -> add a recurring product to it -> set frequency

  • If schedule is supposed to repeat every thursday and user signs it on thursday -> They will be immediately redirected to the invoice. Else, the first invoice will be sent next thursday/the date that was configured.
  • From payment settings -> enable direct payment

  • Send the document to the user

  • Once user signs the document -> they will be redirected to the Recurring invoice immediately if the day of signing falls on the scheduled date.

Why we built it?

  • To ease out payment collections after document signing

What’s next?

  • Ability to take deposits.
  • Ability to start the recurring schedule dynamically based on the date of signing. Currently, you have to fix a day yourself.

Recently Updates

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

Stay Ahead with INTEG CRM Insights

Subscribe to our blog and get the latest insights on enhancing customer relationships and boosting business efficiency with CRM technology. Don’t miss out on expert tips, industry news, and success strategies from INTEG CRM. Join our community today to keep your business at the forefront of innovation!

  • Knowledge
  • Experience
  • Training
  • Improvement

Unlock Your Business Potential

Keep your business evolving with the latest trends and best practices in CRM. Subscribe to our blog for regular updates on how to optimize your operations and enhance customer engagement. Get actionable advice and innovative ideas delivered straight to your inbox.

Visit Our Blog

Stay Up to Date With The Latest News & Updates

Access Premium Content

Unlock exclusive content tailored for advanced CRM users by subscribing to our premium insights. Each week, we dive deeper into strategies that drive business growth, enhance customer relationships, and optimize operational efficiency. 

Join Our Newsletter

Stay ahead of the curve with exclusive insights and tips delivered straight to your inbox! Join our newsletter today to receive the latest trends, updates, and special offers.

Follow Us