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, which can assign the start date to the completed date of the document.
How to Use?
– Add a product list to your document
– Add recurring as well as one-time products to the product list
– If a recurring product is added, add a schedule from the product list properties and set the invoice sending date as a 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 fees 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