2 in 1 Documents: Direct Invoice payments after signing

What’s New?

With Stack, you can now handle direct invoice payments right after document signing. This new feature allows you to:

• Sign documents and make payments in one seamless process.
• Eliminate the need for separate invoicing, boosting efficiency.
• Utilize this feature with product lists that include one-time products only.

How to Use?

Create a Document

Start by uploading your contract or agreement, or create one from scratch for signing.

Enable Direct Payments

1. Toggle Payments On: Activate direct payments by switching the toggle on.
2. Product Support: Ensure your product list includes one-time products for direct payments.
3. Primary Recipient: The main recipient will be directed to the invoice page immediately after signing, while others will only complete the signing process.
4. Recurring Invoices: If it’s a recurring invoice and the schedule repeats every Thursday, signing on a Thursday redirects the user immediately to the invoice. Otherwise, the first invoice will be sent on the next scheduled Thursday or on the configured date.

Send for Signing

Dispatch the document to the recipient for their signature.

Complete Payment

Once the document is signed, the primary recipient can pay directly through the document.

Track Payments

Keep an eye on payments either from the document section or through invoices.

Why We Built It?

Our goal was to simplify the process of contract signing and payments into a single streamlined flow, enhancing the user experience by accelerating the payment process post-signature.

What’s Next?

• Introducing payment plans with deposit options on documents.
• Offering the ability to save card details on documents.
• Enabling dynamic start dates for recurring schedules based on the date of signing.