Documents and Contracts: Recurring Payments Support in 2 in 1 Payments

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Clixio

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Documents & Contracts: Recurring Payments Support in 2 in 1 Payments by Clixio

  • What’s new?
    • Recurring payments are now supported in 2in1 Documents where senders can collect payment right after a document is signed. Earlier only one time payments were supported.
    • If a recurring payment schedule falls on the date of signing -> the user will be immediately redirected to the invoice, if not, the invoice will be sent on the planned date.
  • How to use?
    • Go to Documents and Contracts
    • Create a new document -> add a product list -> add a recurring product to it -> set frequency
  • Why we built it?
    • To ease out payment collections after document signing
  • What’s next?
    • Ability to take deposits.
    • Ability to start the recurring schedule dynamically based on date of signing. Currently, you have to fix a day yourself.