Recurring Payment Support in Documents & Contracts
Documents & Contracts provide the perfect basis for establishing your business’s terms, conditions, and specifications. Whether it is a course, a repeating service, or a product subscription, those requirements are no exception. With the inclusion of Recurring Payment Support, you can handle all aspects in one place.
⭐️Why Is This Feature Beneficial To Your Company?
Centralized Operation: Use this feature to make your Documents & Contracts a one-stop shop for agreements and payments. Making it a versatile tool that offers full coverage.
Improved Efficiency: A central document will allow you to intake and manage services or products with recurring payments, simplifying troubleshooting and management.
Customer Communication: Displaying the information alongside the products will help you communicate clearly with customers, minimize additional requests for information, and avoid back-and-forth exchanges.
⭐️How To Use Recurring Payment Support in Documents & Contracts:
Navigate to the Documents & Contracts tab inside the Payments section and create a new Document.
Add a Product List, and add a recurring product, or select the Invoice type as Recurring.
Set the frequency of the billing. The system will start sending the invoice on the selected day. If the signing date is the same as the payment date, the contact will be immediately redirected to the invoice.
Access the Payment Settings to Enable Direct Payment and send the document to the client.
Manage your Recurring Payment conditions directly from your Documents and contracts with the added support. This creates the perfect environment to handle agreements and payments without breaking a sweat!
