Collect Payments And Signatures
How to collect payments and signatures securely
With payment solutions, your signer can make a payment while signing a document through Payeezy and signNow. Follow these steps to learn how to set up this feature:
- Have the superadmin create a Payeezy account (if you’re not a superadmin, learn how to become one here: https://university.signnow.com/)
- Once you create your Payeeszy account, go to signNow and link your accounts by clicking “merchant account.”
- Fill in your information and click “update”
4. Once you have linked these accounts, you’re ready to send payments through your documents.
Request Payments through Document Fields:
- Open your document and create a text field.
- Open “advanced options” and check “make this a payment field,” then, enter a currency in “validation type”
3. Go to options in the upper right corner, then click “request payment”
4. A window will pop up where you can select your preference to choose a “currency field” or “static amount”
5. Click “request payment,” then “done”
6. Invite your signer to sign the document and you’re all set!
Request Payment in “Invite to Sign”:
- Once you have your document, click “invite to sign” and select “advanced options”
- Fill out the information under “payment settings,” then click “invite to sign” to send the document
3. Once you send the document, the signer will sign the document, then when the document is completed, the signer will be prompted to submit their payment.
Your step-by-step guide — collect payments and signatures
The critical conceptual benefit of the signNow eSignature software for enterprise automation is really a uniform data field that extends the company but provides a unique business worlflow. You can collect Payments and Signatures, give an invitation link to your partners, suppliers or teammates. Our groundbreaking service simplifies the control and analytical steps. It enables you to control the workflow much more flexibly without the assistance of extra . You can indirectly strengthen the relationship between partners and allow them to increase customer service.
How to collect Payments and Signatures with signNow:
- Create your account for free or log in if you currently have one.
- You may enter with the Single sign-on feature if you have the signNow profile.|If you have the signNow account, you can sign in using the Single sign-on feature
- Transfer the record from your portable or desktop device.
- Alternatively, you may upload the necessary data file from your cloud storage space. Our browser-based platform is compatible with probably the most suggested repositories: Google Drive, OneDrive, DropBox.
- Effortlessly make alterations to your web template innovative but easy-to-use PDF Editor.
- Type the textual content material, add images, leave your annotations or remarks, etc..
- You may set up fillable elements of various types: text or date, calculated or dropdown, and much more.
- Arrange and put in place the attachment require.
- Insert the Signature Field for sending to sign and gather in-person or multiple eSignatures. If relevant, you can self-sign the form.
- Complete adjustments with the Done button and go on to collect Payments and Signatures.
signNow is the best alternative for automation of business processes and solution to collect Payments and Signatures and swift challenges concluding for organizations of all tiers with regards to employees and complexity. Users can collaborate both externally and internally with distributors and consumers. Check out each of the advantages now!