Collect Payments and Signatures Easily with SignNow
Collect Payments and Signatures Securely with SignNow
Allow a signer to make a payment while signing your document. Easily collect payments and signatures when sending an invitation to sign and fill your document.
Combining payment collection with signature capture reduces manual reconciliation, shortens transaction cycles, and creates a single verifiable record for legal and accounting purposes.
Typical users who manage payment-plus-signature workflows
Sales Manager
Sales managers create contract templates that include payment terms, use templates to send agreements at scale, and rely on integrated payment capture and CRM field mapping to accelerate deal closure and reduce administrative reconciliation time.
Healthcare Administrator
Healthcare administrators issue consent forms with required copay fields, ensure signer authentication for patient identity, and store executed forms and receipts in the patient record to support billing and regulatory compliance.
Key tools that support collecting payments and signatures
A complete payments-and-signatures workflow requires secure payment fields, template reuse, automation rules, signer verification, and comprehensive recordkeeping.
Payment Fields
Configurable payment fields let you collect fixed amounts or calculated totals, link to itemized line items, and require payer details before signature to ensure accurate transactions and clear records for reconciliation.
Gateway Integrations
Connect to popular processors such as Stripe or PayPal to handle secure card processing, support refunds, and receive settlement reports within your document workflow and accounting processes.
Signer Authentication
Multi-factor and knowledge-based authentication options help confirm signer identity before accepting payment and signature, reducing fraud risk and improving evidentiary strength.
Automations
Trigger reminders, conditional approvals, or webhook notifications after payment or signature events to streamline downstream processes and keep stakeholders informed automatically.
Templates
Reusable templates with embedded payment logic speed recurring transactions and reduce setup errors while maintaining consistent payment terms across similar agreements and forms.
Audit Logs
Comprehensive audit trails record payment timestamps, IP addresses, and signer actions to support compliance and dispute resolution with verifiable transaction records.
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Integrations and templates that streamline payments
Integrations with document editors, CRMs, and cloud storage speed setup and reduce duplicate data entry for payment-enabled documents.
Google Docs
Insert payment and signature fields directly from Google Docs to create agreements using familiar editing tools while preserving formatting and enabling seamless send-for-signature workflows tied to the document source.
CRM Connections
Map customer and invoice fields from the CRM into templates to pre-fill payer information, link transactions to customer records, and keep sales and finance systems synchronized without manual entry.
Cloud Storage
Save executed agreements and receipts to Dropbox, Google Drive, or other cloud repositories automatically to maintain centralized records and simplify backup and retention processes across teams.
API Access
Programmatically create payment-enabled documents, capture signatures, and receive webhook notifications to integrate document workflows into custom applications and transaction systems.
How creating an online payment-and-signature flow works
Online flows combine document fields and payment integrations to collect legally binding signatures along with transaction payments in a single process.
Document Setup: Insert signature and payment fields
Configure Payment: Select gateway and amount rules
Send to Signers: Specify recipients and signing order
Process Completion: Payment captured and audit logged
Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month
Quick setup to collect payments and signatures
Prepare documents, add payment details, and configure signer roles to start collecting payments and signatures with a compliant eSignature workflow.
01
Prepare: Upload document and verify fields
02
Add Payment: Insert payment field and set amount
03
Assign Signers: Set signing order and roles
04
Complete: Send, receive payment, and archive
Managing audit trails for payments and signatures
Maintain comprehensive records for each transaction to support compliance, reporting, and dispute resolution.
01
Event Capture:
Record timestamps and actions
02
Payment Records:
Log transaction IDs and amounts
03
Signer Metadata:
Store IP and device info
04
Document Versions:
Preserve signed copies
05
Export Logs:
CSV or PDF output
06
Retention Controls:
Apply legal hold rules
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Why choose airSlate SignNow
Free 7-day trial. Choose the plan you need and try it risk-free.
Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Mobile (iOS/Android):Native app and mobile browsers
Browser Requirements:TLS 1.2+, cookies enabled
For integrations and API use, a stable internet connection and valid API credentials are required; mobile apps may require the latest OS updates for full payment gateway compatibility.
Security controls for payment and signature processing
Encryption at rest:AES-256 storage
Encryption in transit:TLS 1.2+ channels
Access controls:Role-based permissions
Detailed audit trails:Immutable logs
Two-factor authentication:OTP and email
Payment tokenization:PCI-compliant tokens
Industry scenarios for payments plus signatures
Collecting payments with signatures is useful across rental, healthcare, professional services, and education for efficient, auditable transactions.
Property lease payments
A landlord sends a lease with an embedded payment field to collect first month and security deposit up front.
The tenant pays by card during signing.
The landlord receives a reconciled payment record and signed lease in one file.
Resulting in faster move-in and simplified bookkeeping for property managers.
Medical consent and copay
A clinic issues a treatment consent form that includes a required copay amount before services.
Patients authenticate identity and complete copay payment inline with signature.
The clinic retains a signed consent and payment receipt in the patient record.
Leading to clearer financial records and reduced front-desk processing time.
Best practices for secure, accurate payment-and-signature workflows
Follow consistent setup and verification procedures to reduce errors and meet legal and accounting requirements when collecting payments with signatures.
Standardize templates and payment fields
Create and maintain approved templates with preset payment fields and clear payer instructions to reduce configuration errors, ensure consistent fee terms across agreements, and shorten review cycles for recurring transactions.
Use authenticated signer flows for sensitive transactions
Require multi-factor authentication or ID verification for high-value or regulated transactions to strengthen evidence of intent and reduce the likelihood of disputed charges or fraudulent signatures.
Log and retain combined payment and signature records
Keep signed documents, payment receipts, and the full audit trail together for the duration required by finance and legal policies so you can produce comprehensive records for audits or disputes.
Test end-to-end workflows before production
Validate payment gateway connectivity, tax calculations, and webhook notifications in a sandbox environment to catch integration errors and ensure accurate reconciliation when live transactions occur.
Add a payment field during document setup by specifying the amount type (fixed or calculated), choosing the payment gateway, and mapping any required payer fields. Verify currency and tax settings before sending to avoid collection errors.
Common gateways supported include Stripe and PayPal; availability may vary by plan and region. Ensure your processor account is connected and that webhooks are configured to notify the signature platform of successful payments.
In the U.S., signatures collected under ESIGN and UETA are generally enforceable when the transaction record demonstrates intent, consent, and an audit trail. Payment receipt combined with signature strengthens evidentiary value for agreements.
Refunds and chargebacks are managed through the connected payment provider; the platform will record payment status and provide transaction IDs for reconciliation and audit purposes to support dispute resolution.
Use multi-factor authentication or identity verification for higher-value transactions and regulated industries. Strong signer verification reduces fraud risk and supports compliance requirements for financial and healthcare transactions.
Configure automatic attachments or post-completion workflows to save payment receipts and settlement records alongside the executed agreement in your document repository to ensure a single source of truth for audits.
Feature comparison: collect payments and signatures
Compare core payment-and-signature capabilities among common eSignature providers to evaluate fit for regulated or transaction-heavy use cases.
Document retention and backup for payment-enabled agreements
Retention schedules should reflect legal requirements, industry obligations, and internal finance policies for signed agreements that include payments.
Retention period for finance records:
7 years recommended
Healthcare and HIPAA records:
As required by state law
Education and FERPA-related records:
Follow institutional policy
Backup frequency and storage:
Daily backups to secure cloud
Legal hold and export:
Preserve copies on hold
Compliance risks when collecting payments and signatures
Noncompliant records:Regulatory penalties
Unauthorized charges:Chargebacks and fines
Data exposure:Breach liabilities
Insufficient authentication:Invalid agreements
Poor audit trails:Legal disputes
Retention violations:Fines and sanctions
Pricing and feature snapshot for payment-enabled eSign solutions
Compare trial availability, payment support, API access, bulk capabilities, enterprise options, and entry-level pricing across leading providers.
Pricing and Feature Comparison
signNow (Recommended)
DocuSign
Adobe Sign
HelloSign
PandaDoc
Free trial length
7-day trial available
30-day trial for some plans
14-day trial available
14-day trial available
Free tier with limited features
Payment collection support
Built-in payment fields with Stripe/PayPal support
Payment add-ons via partners
Payment integrations available
Payments via API and partners
Payments available on paid plans
API access included
Available across developer plans and higher tiers
Robust API with SDKs
API included with subscription
API available on paid plans
API included on business plans
Bulk send and templates
Bulk send and reusable templates supported
Bulk send on business plans
Templates and bulk features available
Bulk send included on select plans
Template and bulk features on higher tiers
Starting monthly price
From $8 per user per month billed annually
From $10 per user per month billed monthly options
From $9.99 per user per month billed monthly
From $15 per user per month billed monthly
From $19 per user per month billed monthly
How to collect payments with airSlate SignNow
airSlate SignNow allows recipients to make payments while they sign. As an Organization Admin (“Super Admin”) of your airSlate SignNow account, you can connect your merchant account to accept payments from signers upon document completion. To do so, you’ll need a valid payment system account.
Connect a payment system
Log in to airSlate SignNow using your Organization Admin account credentials. Then, click the My Organizations button at the bottom left corner of the dashboard.
Go to the My Organizations tab and click Go to Admin Panel. You will be redirected to the Organization Admin Panel.
In the Merchant Accounts tab, select your payment system and click Connect. airSlate SignNow allows you to receive payments via Stripe and CardConnect.
Enter your account name, payment system credentials, and select your preferred currency. Then, click Connect.
Once your payment system account is connected, you can request payments using one of the following methods.
Method 1: Request payment using fillable fields
Open a document and create a text field. Then, turn it into a payment field using the menu on the right (Advanced > Make this payment field). Specify Validation Type, Pre-filled Text, and other parameters if needed.
Method 2: Request payment when sending a document for signature
Choose the document you need to send for signature and click Invite to Sign.
Click the Actions on Completion button and toggle the Request a Payment option to on. Select the payer from the dropdown and enter a payment amount. Then, click Apply.
Your payment request is now active and you can send your signing invite.
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