What's new?
- You now have the ability to include recurring products in your product list within the 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.
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You can also add a recurring schedule to your Document templates
with capability to assign the start date as the completed date of the document.
How to use it?
- Add a product list to your document
- Add recurring as well as one time products in the product list
- If a recurring product is added, add a schedule from the product list properties and set invoice sending date as 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?
- To simplify the invoice acceptance process after signing a document, we’ve removed the barriers caused by recurring products and setup fees. Now, you can seamlessly use contracts without these limitations.
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