Collect Payments Using SignNow

Collecting payments online is a critical part of modern business workflows, especially when closing deals or finalizing agreements. With SignNow, you can seamlessly integrate payment collection into your document signing process, allowing clients to pay securely and instantly as they sign. This guide will walk you through how payment collection works in SignNow, how to connect your payment provider, set up payment requests, and ensure a smooth, secure experience for both you and your signers.

How Payment Collection Works in SignNow

SignNow streamlines the process of collecting payments by embedding payment requests directly into your document workflows. When you send a document for signature, you can request payment from your recipient, who will be prompted to pay as part of the signing process. This eliminates the need for separate invoicing or payment links, reducing delays and increasing the likelihood of prompt payment. Both senders and signers receive email notifications, and the entire transaction is tracked within your SignNow account for easy management and reporting.

Connecting Your Payment Provider (Stripe or CardConnect)

To start collecting payments, you need to connect your SignNow account to a payment provider. SignNow supports Stripe and CardConnect, two leading payment processors known for their security and reliability. Organization admins can connect a payment provider via the Organization Admin Panel, while individual users can do so from their personal dashboard. Once connected, you can accept payments from signers directly into your merchant account, making the process fast and efficient for both parties.

How to Connect Your Payment Provider in SignNow

1. Access the Organization Admin Panel or Payment Services Tab Start from your dashboard If you are an organization admin, log in and navigate to the Organization tab. Click the Organization Admin Panel button. For individual users, go to the Payment Services tab in your personal dashboard.
2. Open Payment Services Find payment integration options In the admin panel or dashboard, locate and click the Payment Services section. Here, you’ll see available payment providers such as Stripe and CardConnect.
3. Select and Connect Your Provider Choose Stripe or CardConnect Click on your preferred payment provider and then click Connect. You’ll be prompted to enter your account credentials and select your preferred payment methods (credit card, ACH, etc.).
4. Complete the Setup Finalize connection details Fill in required fields such as account name and credentials, confirm your accepted currency, and enable payment methods. Click Connect to finish the setup. Your SignNow account is now ready to collect payments.

Setting Up Payment Requests in Documents

SignNow allows you to embed payment requests directly within your documents using payment fields. This is especially useful for contracts, order forms, or any document where payment is required upon signing. You can add a payment field to any document, specify the amount, and configure validation rules to ensure accurate data collection. This flexibility lets you tailor the payment experience to your business needs, whether you’re collecting deposits, fees, or full payments.

How to Add a Payment Field to Your Document

1. Open Your Document in the Editor Start customizing your workflow Upload or select the document you want to use, then open it in the SignNow editor.
2. Add a Text Field for Payment Place the payment field Drag a text field to the location where you want the payment to be collected.
3. Convert to Payment Field Enable payment collection With the text field selected, use the right-hand toolbar to access Advanced options. Change the field type to Payment, and configure validation, prefilled text, and other settings as needed.
4. Save and Use the Document Finalize your payment-enabled template Once your payment field is set up, save the document. You can now send it for signing and payment collection.

Requesting Payments via Signing Invitations

You can also request payments as part of the signing invitation process. This is ideal when you want to prompt payment immediately after the recipient completes their signature. The payment request is linked to the signing invite, ensuring that payment is seamlessly integrated into the recipient’s workflow. This approach is perfect for sales agreements, service contracts, or any scenario where payment is required to finalize the transaction.

How to Request Payment When Sending a Document for Signature

1. Prepare Your Document and Invite Set up the signing workflow Select the document you want to send and click Invite to Sign. Enter the recipient’s email and customize the invitation as needed.
2. Add a Payment Request Integrate payment into the invite Before sending, click Actions on Completion and enable the Request a Payment option. Alternatively, use the Add Payment Request link in the Invite to Sign tab.
3. Edit Payment Details Customize payment parameters In the payment request modal, specify the payer, payment amount, currency, and select your connected payment service. Confirm the details and save.
4. Send the Invitation Deliver the signing and payment request Once everything is set, send the invite. The recipient will receive an email with instructions to sign and pay.

Managing Payment Fields and Customization Options

SignNow gives you granular control over payment fields and customization. You can set validation types (such as currency formatting), prefill payment amounts, and assign payment fields to specific signers. Advanced options allow you to tailor the payment experience, ensuring that only the right recipients see and interact with payment requests. This is especially useful for multi-signer documents or when different payment amounts are required for different recipients.

Payment Experience for Signers

For your clients or recipients, paying through SignNow is intuitive and secure. After receiving a signing request, the recipient opens the document, fills out required fields, and is prompted to pay before completing the process. The payment form supports multiple payment methods (credit card, ACH), and provides a clear summary of the transaction. Signers can review the document, enter their payment details, and submit payment — all within the same workflow.

Security and Compliance for Payment Processing

Security is at the core of SignNow’s payment collection features. All payment data is processed through PCI DSS 3.2-compliant payment operators (Stripe or CardConnect), ensuring that sensitive information is encrypted and protected. SignNow also employs advanced threat protection and robust encryption for all document and payment workflows. This means you and your clients can trust that every transaction is handled with the highest standards of security and compliance. For more details, visit our security page.

Troubleshooting Common Payment Collection Issues

If you encounter issues while collecting payments, such as failed payment connections, missing payment fields, or recipient payment errors, there are several steps you can take:

• Ensure your payment provider (Stripe or CardConnect) is properly connected in your SignNow account settings.
• Double-check that payment fields are correctly configured and assigned to the right signer.
• Verify that the recipient’s email address is correct and that they have received the signing invitation.
• Review your payment provider’s dashboard for any alerts or issues with your merchant account.
• If problems persist, contact SignNow support for personalized assistance.

Proactive troubleshooting helps ensure a smooth payment and signing experience for all parties involved.

Frequently Asked Questions

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