What’s New?
– Connectly now supports recurring payments in 2in1 Documents. Senders can now collect payment immediately after a document is signed. Previously, only one-time payments were supported.
– If a recurring payment schedule coincides with the date of signing, the user is immediately redirected to the invoice. If not, the invoice is 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 the document on a Thursday, they will be immediately redirected to the invoice. Otherwise, the first invoice will be sent the 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 coincides with the scheduled date.
Why we Built It?
– We built this feature to simplify payment collections following the signing of a document.
What’s Next?
– In future updates, Connectly plans to add the ability to collect deposits and to start the recurring schedule dynamically based on the date of signing. Currently, users have to manually choose a date.