What’s New?
– Recurring payments are now supported in 2in1 Documents where senders can collect payment right after a document is signed. Previously, 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?
– Navigate to Documents and Contracts
– Create a new document, add a product list, add a recurring product to it, and set the frequency
– If the schedule is set to repeat every Thursday and the user signs it on Thursday, they will be immediately redirected to the invoice. Otherwise, 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 the 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 simplify payment collections after document signing
What’s Next?
– The ability to take deposits.
– The ability to start the recurring schedule dynamically based on the date of signing. Currently, you have to fix a day yourself.