Recurring Payments Now Available in Documents and Contracts

Documents and Contracts: Introducing Recurring Payments Support

We're excited to announce that recurring payments are now supported in our 2-in-1 Documents feature, allowing you to seamlessly collect payments right after a document is signed. Previously, only one-time payments could be processed, but this update streamlines your recurring payment collections to enhance cash flow and efficiency.

How to Use Recurring Payments

The integration of recurring payments is designed to be straightforward and efficient. Here's how you can implement it:

Step-by-step Process:

1. Access your Documents and Contracts:
   Navigate to the Documents and Contracts section to get started.

2. Create a New Document:

   • Initiate the creation of a document.
   • Add a product list.
   • Select a recurring product and set the desired frequency.
     
     

3. Invoice Redirection Logic:

• If the scheduled date falls on the signing date, users will be redirected immediately to the invoice.
• Otherwise, the first invoice is sent on the next scheduled date.
• From payment settings, enable direct payment.
  

4. Document Dispatch:

   • Send the document to the recipient.
     

5. Post-Signing Transition:

   • Upon signing, if the signing date matches the scheduled payment date, the user is redirected to the recurring invoice.
     

Why Implement Recurring Payments?

Introducing recurring payments post-document signing is to streamline your payment collection process. This enhancement minimizes your manual invoicing efforts and ensures timely payments, enhancing the experience for both you and your clients.

What's on the Horizon?

• Deposit Collection: We plan to add functionality to capture deposits, further enhancing the payment process.
• Dynamic Schedule Start: Soon, you'll be able to initiate recurring schedules based on the signing date dynamically, eliminating the need for pre-fixed dates.

This release is part of our mission to provide robust, user-friendly business solutions. Explore how these new features can benefit your workflow, and stay tuned for further updates.

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