How to Add Recurring Products to Your Products List in Documents and Contracts

Modified on: Fri, 2 Aug, 2024 at 10:28 AM

What's new?

If your product has a set up fee associated, it would show up as a separate row item

If you add a one time product and recurring product together in the list, the one time product will only be charged to the user in the first invoice.
You can also add a recurring schedule to your Document templates
with capability to assign start date as the completed date of the document.

How to use?

Add recurring as well as one time products in the product list
If a recurring product is added, add a schedule from the product list properties and set invoice sending date as document completed date or a custom date. (Enabled in templates as well)
Once the document is completed, an invoice will be sent (recurring if at least 1 recurring product was added, One time if none was added)
Set up fee associated with a product is shown separately in the product list

Why did we build it?

In our effort to streamline acceptance of invoices after Document Signature, recurring products and set up fee of products were stopping a lot of you from using contracts. No longer.

What's next on Payments via Documents and Contracts

2 In 1 Documents: Showing invoice directly after primary signer signs the document
One time Deposit: Collecting a %age of the total product value in the invoice