Documents and Contracts: Recurring Products are now supported!

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
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  • If your product has a set-up fee associated, it would show up as a separate row item
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  • 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 with the capability to assign the start date as the completed date of the document.
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How to use?

  • Add a product list to your document
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  • 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 the 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

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