Overview
Another feature to streamline your payments via Documents and Contracts.
What's new?
- You can now add recurring products to your product list in Document Builder
- If your product has a set up fee associated, it would show up as a separate row item
- If you add a one time product and recurring product together in the list, the one time product will only be charged to the user in the first invoice.
- You can also add a recurring schedule to your Document templates
with capability to assign start date as the completed date of the document.
How to use?
- Add a product list to your document
- Add recurring as well as one time products in the product list
- If a recurring product is added, add a schedule from the product list properties and set invoice sending date as document completed date or a custom date. (Enabled in templates as well)
- Once the document is completed, an invoice will be sent (recurring if at least 1 recurring product was added, One time if none was added)
- Set up fee associated with a product is shown separately in the product list
Why did we build it?
- In our effort to streamline acceptance of invoices after Document Signature, recurring products and set up fee of products were stopping a lot of you from using contracts. No longer.
What's next on Payments via Documents and Contracts
- 2 In 1 Documents: Showing invoice directly after primary signer signs the document
- One time Deposit: Collecting a %age of the total product value in the invoice