Documents and Contracts are the best way to keep expectations and boundaries between you and your clients clear and accessible. Recurring products may have terms and conditions, which makes this a great tool for streamlining the process.

Using this element, you can keep the invoicing and contractual process in one place, keeping the details organized, minimizing friction, and ensuring effective communication between you and the client.

Where to Start? #

In the Documents dropdown, select All Documents & Contracts in the Payments section, and click +New to create a new document from scratch, or upload a PDF. Once you have your document, click the “+” sign to add the Product List element. Add the items you would like to include; you can add single and recurring products in the same element.

Setting It Up #

After you have added the items, click one of the Recurring Products. This opens a menu where you can see and update the frequency for the invoice. If the product has a set-up fee, it will show separately.

Payment Settings for Recurring Products #

Configure the system to generate the invoice upon signing by enabling the “Generate Invoice at the Time of Signing” setting. Subsequent invoices are issued based on the signing date and selected frequency. For example, if a document is sent on January 1st and signed on January 5th, with monthly products configured, the next invoice is generated and sent to the user on February 5th.

You also have the option to enable direct payment so clients can seamlessly make payments directly after signing the document. If a recurring payment schedule falls on the date of signing, the client is immediately redirected to the invoice. If not, the invoice is sent on the planned date.

The “Enable Send Invoice” feature ensures that the invoice is automatically sent to the primary user’s email. If this option is toggled off, a draft invoice is created and saved in the Invoices section, allowing it to be sent later. By default, this feature is enabled.

Note: Make sure to add the Primary Client/Recipient to the document. Then click Save and send the document to the client via Email or Link.

Now you can add recurring products to your Documents & Contracts. You can use this as a waiver for deposits on subscriptions, to announce the terms and conditions for a service, and more. This tool helps ensure your clients are aware of any extra conditions and details upon buying, minimizing complaints and keeping everything organized. With the added capability to collect recurring payments directly after document signing, managing client transactions has never been easier.

Important Notes #

• If the signing date aligns with the scheduled recurring payment date, the client is redirected to the invoice immediately after signing.
• For non-aligned signing dates, the invoice is sent on the next scheduled date.
• If you add a one-time and recurring product to the same list, the one-time product will not incur a recurring charge to your clients.
• You can assign the date of completion of the document as the start date for recurring scheduled payments.

Frequently Asked Questions #

Can I collect payments immediately after a document is signed? #

Yes. With recurring payments enabled, clients are redirected to pay the first invoice if the signing date matches the scheduled payment date. Otherwise, the invoice is sent on the configured recurring date.

Can I add both one-time and recurring products in the same document? #

Yes. You can mix one-time and recurring products in the same product list. One-time products will not incur recurring charges.

What happens if the signing date does not match the scheduled recurring payment date? #

The first invoice is sent on the next configured payment date rather than immediately upon signing.

Can I set the recurring payment start date based on the signing date? #

Yes. Enable the Generate Invoice at the Time of Signing feature to base the recurring schedule on the date the document is signed.

What if a client doesn’t complete payment right after signing? #

If payment is not completed immediately, the system follows the configured schedule and continues to send invoices accordingly.

How are set-up fees handled for recurring products? #

If a recurring product has a set-up fee, it is shown separately from the recurring charge within the product menu.