2 in 1 Documents: Direct Invoice payments after signing
Clixio
Roadmap
Feedback
Changelog
new
Documents & Contracts
What’s New?
- Direct invoice payments are now available immediately after document signing by the primary user.
- Sign documents and make payments in one streamlined process.
- Reduces the need for separate invoicing, improving efficiency.
- Feature will support only product lists with one-time products.
How to Use?
-
Create Document:
Upload your contract or agreement or create one from scratch for signing.
-
Enable direct payments
:
- Enable payments by switching the toggle on.
- Product lists with one-time products will be supported for direct payments.
- Primary recipient will be directed to the invoice page directly, all others will complete the signing only.
-
Send for Signing
: Send the document for the recipient’s signature.
-
Complete Payment
: After signing, the primary recipient pays directly through the document.
-
Track Payments
: After sending, track payments either from the document section or from invoices.
Why We Built It?
- To simplify contract signing and payments into a single flow.
- Enhance user experience by speeding up the payment process post-signature.
What’s Next?
- Adding support for recurring product lists
- Launch payment plans with deposit options on documents
- Saving card details on documents
- Making 3 in 1 Documents – Linking estimates, contracts, and invoices: all in the same flow.
