Direct Invoice Payments After Document Signing

Direct Invoice Payments After Document Signing

October 02, 20241 min read

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:

  1. Navigate to the Documents & Contracts tab inside the Payments section and access the Settings by clicking the gear icon.

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  2. Navigate to the Product Invoicing section.

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  3. Toggle on Direct Payment then click Save to maintain the changes.

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  4. 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.

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Collecting payments directly from a signed Document reduces customer churn, maximizes the revenue you can generate with your customers, and avoids payment delays.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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