Collect Payments and Signatures. Get the Robust eSignature Features You Need.
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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Comprehensive eSignature solution: collect payments and signatures
Using airSlate SignNow, you can once and for all forget about the need to scan and print documents. Send your contracts and agreements, invoices right to recipients online in clicks.
airSlate SignNow offers a dozen useful tools that turn paper-based processes into smooth, digital document management. The service helps professionals speed up deal closings, collect payments and signatures, encrypt PDFs, and more. Take a look at the instructions below to find out how to use this feature in the most effective way.
How to use the collect payments and signatures feature in airSlate SignNow:
- Log in to your airSlate SignNow account or create a new one.
- Add a file by clicking Upload Documents.
- If you’re going to send the template to several partners at once, click Edit Signers.
- Take advantage of the Tools section and insert fields that your recipients will fill.
- If there are several recipients, assign fillable fields for each of them.
- Include fields with your information such as date, eSignature, and so on.
- Click Invite to Sign and enter corresponding emails.
- Set up a Signing Order if you need one and click Send Invite.
- Utilize Advanced Settings and customize a wide variety of details.
- Wait while your recipients fill out and sign your document.
Get the most out of this powerful eSignature solution. Optimize and boost your workflow. The web-based platform provides you with a feature-rich interface including collect payments and signatures that you can use to manage your deals securely and anywhere, anytime. Give it a try now to find out more advantages.
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Electronic Signature FAQs
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How do my signers make card payments in airSlate SignNow?
When a signer receives an email notification to sign your document and make a payment, they will open the document in the airSlate SignNow editor by clicking Open Document. In the editor, they will fill out the required fields and click SAVE AND PAY. Then, the signer enters their card details and clicks Submit Payment. -
How do I update my credit card information?
Click Admin Console in the bottom left of your airSlate SignNow dashboard. Select Update Credit Card > Click here. Enter your new credit card details and click Update. -
Which payment systems does airSlate SignNow support?
airSlate SignNow supports credit card payments via Stripe and CardConnect. -
Do signers need an airSlate SignNow account to sign my documents and make payments?
No, recipients can sign your document and make payments without having to register with airSlate SignNow. -
What is a fillable field and how do I add it to a document?
Fillable fields are boxes to which your signers can add their data. airSlate SignNow allows you to use text fields, signature fields, date/time fields, calculated fields, initials fields, checkbox fields, radio button groups, dropdown fields, and attachment request fields. To add them to a document, select the type of field you need from the left-hand toolbar in the editor and drop it anywhere on your document. -
What is a field validator?
By setting validation parameters for each field, you ensure that your recipients enter data in the correct format, and thus minimize errors during the completion process. To set a validator, select the field you need in the editor and open the Validation Type dropdown in the right-hand sidebar. Select the validation option you are looking for and click >Ok. -
Can signers edit the documents I send to them?
Your recipients can only add information to the fillable fields you provide. If no fields are found within your document except for a signature field, your recipients will only be able to eSign the document. Other than yourself, nobody can edit the documents you send for signing (unless you add fillable fields). -
Is it secure to send documents for signing via airSlate SignNow?
Yes. In addition to the advanced encryption protocols for data storage and transmission maintained by airSlate SignNow, you can also add an extra layer of protection to any document you send. For example, users can enable signer authentication by password, phone number, or phone call. -
How do I send an eSignature invite?
Upload a document to airSlate SignNow and open it in the editor. Select Signature Field in the left-hand sidebar and click anywhere on the document to place the field. Then, click Invite to Sign in the top right corner, enter the recipient’s email address, and hit Send Invite.
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Frequently asked questions
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