Managing contracts and payments can often feel like juggling multiple processes. With the latest feature, direct invoice payments can now be completed immediately after document signing by the primary recipient, combining two essential tasks into one seamless workflow. Here's a breakdown of how to use this feature and why it matters.

Key Benefits:

• Faster Payments: Recipients can make payments right after signing, eliminating delays.

• Improved Efficiency: No need for separate invoicing steps, reducing manual effort.

• Streamlined Experience: The entire process is user-friendly, from signing to payment.

How to Use This Feature

Follow these steps to enable and use the direct payment option effectively:

1. Create the Document

• Upload your contract or agreement, or draft one from scratch within the platform.

• Ensure that the product list includes only one-time products, as recurring products are not supported for this feature.

2. Enable Direct Payments

• Toggle on the payment option when preparing the document.

• Remember, only the primary recipient (e.g., the first signer) will be directed to the invoice page to complete payment. Other recipients will simply complete their signatures.

• For recurring invoices:

  • If the recipient signs on the scheduled day (e.g., Thursday), they’ll be directed to the invoice immediately.

  • Otherwise, the first invoice will be sent on the next scheduled day or the configured date.

3. Send for Signing

• Send the document to the intended recipient(s) for their signatures.

4. Complete Payment

• Once the primary recipient has signed, they will be directed to the payment page within the document itself.

5. Track Payments

• Monitor payment statuses directly from the document section or the invoices section.

• Keep track of completed and pending payments in one place for better organization.

Why This Feature Matters

This feature was built with one goal in mind: to simplify the contract signing and payment process into a single streamlined flow. By integrating signing and payments, users can enhance their efficiency, save time, and provide a smoother experience for their recipients.

Embrace this new functionality to make contract approvals and payments more intuitive and less time-consuming.