What’s New?
– Direct invoice payments are now available immediately after document signing by the primary user.
– Sign documents and make payments in one streamlined process.
– Reduces the need for separate invoicing, improving efficiency.
– 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.
2. 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.
3. Send for Signing: Send the document for the recipient’s signature.
4. Complete Payment: After signing, the primary recipient pays directly through the document.
5. Track Payments: After sending, track payments either from the document section or from invoices.
Why We Built It?
– To simplify contract signing and payments into a single flow.
– Enhance user experience by speeding up the payment process post-signature.
What’s Next?
1. Adding support for recurring product lists
2. Launch payment plans with deposit options on documents
3. Saving card details on documents
4. Making 3 in 1 Documents – Linking estimates, contracts and invoices: all in the same flow.