Direct Invoice Payments After Document Signing
Documents and Contracts allow you to outline any terms and conditions to your customers, ensuring everyone is on the same page when completing a purchase. With Direct Invoice Payments After Document Signing you can keep all steps within one place.
⭐️Why Is This Feature Beneficial To Your Business?
Increased Convenience: This reduces the need to send an Invoice or collect payment outside of the Document, simplifying the purchase process for your customers.
Improved Efficiency: This allows your team to spend more time growing your business, instead of manually collecting payments and signed agreements.
Enhanced Accuracy: This helps you prevent inaccuracies, that arise from moving the information from a document to an invoice or the contact entering their information more than once.
⭐️How To Use the Direct Invoice Payments After Document Signing:
Navigate to the Documents & Contracts tab inside the Payments section and access the Settings by clicking the gear icon.
Navigate to the Product Invoicing section.
Toggle on Direct Payment then click Save to maintain the changes.
Create your document as normal and send it for signing, the primary recipient will be prompted to complete payment directly through the document once it’s signed.
Collecting payments directly from a signed Document reduces customer churn, maximizes the revenue you can generate with your customers, and avoids payment delays.
