Documents and Contracts are the clearest way to set expectations and define boundaries with your clients. Recurring products often come with their own terms and conditions, and this feature makes it straightforward to handle that in one place.

Using this element, you can keep invoicing and contracts together, keeping everything organised, reducing friction, and making communication with clients clearer.

Where to Start?

In the Documents dropdown, select "All Documents & contracts" in the Payments section, then 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'd like to include. You can add single and recurring products in the same element.

Setting It Up

After you've added the items, click on one of the recurring products. This opens a menu where you can view and update the invoice frequency.

If the product has a setup fee, it will appear separately.

Payment Settings for Recurring Products

Enable the "Generate Invoice at the Time of Signing" setting to have the system generate the invoice as soon as the document is signed. Subsequent invoices will be issued based on the signing date and the frequency you've selected. For example, if a document is sent on 1st January and signed on 5th January with monthly products configured, the next invoice will be generated and sent on 5th February.

You can also enable direct payment, so clients can pay straight after signing.

If a recurring payment is scheduled for the signing date, the client will be taken directly to the invoice. Otherwise, it will be sent on the planned date.

The "Enable Send Invoice" feature sends the invoice automatically to the primary user's email. If you turn this off, a draft invoice is created and saved in the Invoices section, ready to send when you're ready. This feature is enabled by default.

📌NOTE: Make sure to add the Primary Client/Recipient to the Document.

Click Save, then send the document to the client via Email or Link.

That's it. You can now add recurring products to your Documents & Contracts. Use it as a deposit waiver for subscriptions, to set out terms and conditions for a service, and more. It helps ensure clients are aware of any extra conditions before they commit, reducing disputes and keeping everything organised. With the ability to collect recurring payments directly after signing, managing client transactions is much more straightforward.

Important Notes

  • If the signing date aligns with the scheduled recurring payment date, the client will be redirected to the invoice immediately after signing.
  • For non-aligned signing dates, the invoice will be 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

Q: 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 will be sent on the configured recurring date.

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

  • Yes, you can. However, one-time products will not incur recurring charges.

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

  • The first invoice will be sent on the next configured payment date.

Q: Can I dynamically set the start date for recurring payments based on the signing date?

  • Yes, by enabling the Generate Invoice at the Time of Signing feature.

Q: What happens if a client doesn't complete payment immediately after signing?

  • If the payment isn't completed immediately, the system will follow the configured schedule and send invoices accordingly.