Overview
Our latest feature upgrade aims to enhance your payment experience via Documents and Contracts by supporting recurring products. This addition offers more flexibility and efficiency for managing products and fees in your document transactions.
Add Recurring Products to Document Builder: You can now include recurring products in your product list.
Setup Fee Display: When a product comes with a setup fee, it will appear as a separate row item.
One-Time and Recurring Product Handling: If you add both one-time and recurring products to the list, the one-time product will only be charged in the first invoice.
Add Product List: Begin by adding a product list to your document.
Include Products: Add both recurring and one-time products to the product list.
Set Recurring Schedule: For recurring products, configure the schedule from the product list properties. You can set the invoice sending date as the document completion date or a custom date. This feature is also available in templates.
Invoice Generation: Once the document is completed, an invoice will be sent. If a recurring product was added, a recurring invoice will be generated. Otherwise, a one-time invoice will be issued.
Display Setup Fees: Any setup fees associated with products will be shown separately in the product list.
We designed this feature to streamline the acceptance of invoices after document signatures. Previously, recurring products and setup fees were preventing some users from fully utilizing contracts. This update resolves those issues, making contracts more efficient and user-friendly.
Stay tuned for more exciting updates!
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