new
Documents & Contracts
Documents and Contracts: Recurring Payments Support in 2 in 1 Payments
What's new?
- Recurring payments are now supported in 2in1 Documents where senders can collect payment right after a document is signed. Earlier only one time payments were supported.
- If a recurring payment schedule falls on the date of signing -> the user will be immediately redirected to the invoice, if not, the invoice will be sent on the planned date.
How to use?
- Go to Documents and Contracts
- Create a new document -> add a product list -> add a recurring product to it -> set frequency
- If schedule is supposed to repeat every thursday and user signs it on thursday -> They will be immediately redirected to the invoice. Else, the first invoice will be sent next thursday/the date that was configured.
- From payment settings -> enable direct payment
- Send the document to the user
- Once user signs the document -> they will be redirected to the Recurring invoice immediately if the day of signing falls on the scheduled date.
Why we built it?
- To ease out payment collections after document signing
What's next?
- Ability to take deposits.
- Ability to start the recurring schedule dynamically based on date of signing. Currently, you have to fix a day yourself.